生物科技股逆市有支撑 康宁杰瑞制药-B(09966)涨6.57% 机构指中国创新药正在“量变引起质变”

金吾财讯
Oct 17, 2025

金吾财讯 | 生物科技股逆市有支撑,截至发稿,药捷安康-B(02617)涨31.01%,三叶草生物-B(02197)涨7.80%,康宁杰瑞制药-B(09966)涨6.57%,映恩生物-B(09606)涨5.69%,轩竹生物-B(02575)涨3.93%,基石药业-B(02616)涨3.78%,银诺医药-B(02591)涨2.77%,同源康医药-B(02410)涨2.55%,荃信生物-B(02509)涨2.60%。华福证券指出,即将召开的欧洲肿瘤内科学会(ESMO)年会上公布的中国创新药临床数据,预计会成为市场主要关注点,也建议关注三季度业绩报告的披露和11月的国家医保谈判。该行表示,中国创新药正在“量变引起质变”,看好创新药5-10年的产业趋势,BD出海、持续数据催化和新产品销售放量将依次推动创新药崛起。

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