中信建投 | 医药行业周度复盘

中信建投证券研究
Oct 22, 2025

文|贺菊颖 袁清慧 王在存 刘若飞 汤然本周医疗器械板块涨跌较多的部分个股预计与Q3业绩预期相关,此外热景生物等创新药相关公司在前期回调后近期出现反弹。中药、医药商业板块本周跑赢申万医药及大盘,生物制品板块本周跑输申万医药及大盘。点击小程序查看报告原文细分行业周度复盘制药产业链:本周制药行业表现一般,恒瑞医药在ESMO大会上首次披露了其新型口服高效KRAS G12C抑制剂HRS-7058的Ⅰ期...

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