创新药上市维持高景气!核心龙头迎来业绩爆发期

巨丰投顾
Oct 16, 2025

国产创新药的核心驱动力在于自主创新能力的崛起与海外BD(商务开发)合作的持续兑现,不受关税直接影响;而CXO板块凭借海外业务的稳定发力、上下游极强的合作粘性,以及服务定价模式带来的灵活度,企业可相对自由地转嫁关税压力。编辑|白鹿作者 | 于晓明执业证书编号:A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司(下称“巨丰投顾”)客户中符合《证券期货投资者...

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