2026年创新药行业年度投资策略:看好工程师红利下创新突围

浙商证券
Nov 21

投资要点21、国际化:工程师红利兑现期,全球重估股价:数据催化&BD驱动更突出。A股(2024.12.31-2025.11.14)荣昌生物(+199%)>迈威生物(+124%)>益方生物(+111%)>诺诚健华(+106%)>百利天恒(+94%),H股(2024.12.31-2025.11.14)荣昌生物(+493%)>三生制药(+470%)>科伦博泰(+185%)>信达生物(+152%)>...

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