掘金创新药产业链，配置性价比高。全行业来看，2025 年前三季度营收同比-0.9%，归母净利润和扣非净利润分别同比-2.2%和-9.6%。板块内部分化加剧，创新药及产业链表现优异，其余均承压。基金持仓方面，截至25Q3 全市场基金医药持仓为6.6%，与医药总市值占比（6.4%）相当；其中，化学制药仓位显著高于其他板块，截至25Q3 已提升至33%。从历史数据看，当前医药持仓比例处于较低水平，且行业...
Source Link掘金创新药产业链，配置性价比高。全行业来看，2025 年前三季度营收同比-0.9%，归母净利润和扣非净利润分别同比-2.2%和-9.6%。板块内部分化加剧，创新药及产业链表现优异，其余均承压。基金持仓方面，截至25Q3 全市场基金医药持仓为6.6%，与医药总市值占比（6.4%）相当；其中，化学制药仓位显著高于其他板块，截至25Q3 已提升至33%。从历史数据看，当前医药持仓比例处于较低水平，且行业...
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