智通财经APP获悉，CRO概念股午后快速拉升，截至发稿，药明生物(02269)涨4.94%，报32.28港元；金斯瑞生物科技(01548)涨3.8%，报15.01港元；药明康德(02359)涨2.62%，报99.95港元；泰格医药(03347)涨1.22%，报38.04港元。
消息面上，药明生物12月2日宣布，已与卡塔尔自由区管理局（QFZ）签署战略合作备忘录，将全球服务网络与专业业务能力拓展至中东地区。此次战略合作为药明生物在卡塔尔自由区打造其在中东地区首个一体化CRDMO中心奠定了基础。
交银国际发布研报称，2025年CXO整体订单和业绩复苏势头明显。我们预计，随着下游融资边际改善+出海热潮带动上游景气度逐步进一步回升，2026年板块有望维持较快的业绩增速，但在美国药品相关监管收紧、新药研发难度升级的长期大趋势下，行业整合或才刚拉开序幕，未来将继续淘汰落后产能及企业。因此，我们认为高景气度赛道中的头部玩家有较高的长期确定性。
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