政策利好与业绩兑现共振,创新药板块显现回暖信号

投资者研究中心
Oct 27

今日创新药板块迎来反弹,背后是政策与基本面双重因素的共同推动,细看近期动态,这一反弹并非偶然。政策环境持续优化,降价压力趋缓2025年三季度以来,创新药医保谈判出现明显变化:平均降价幅度从过去的50%收窄至35%。这一调整直接提升了创新药企的盈利预期,让市场看到了政策支持的实质性进展。更具战略意义的是,10月26日启动的新一轮“创新药物研发国家科技重大专项”,标志着政策支持重点从短期品种研发转向...

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