港股异动 | CRO概念股承压走低 康龙化成(03759)跌超4% 昭衍新药(06127)跌超3%

智通财经
Dec 22, 2025

智通财经APP获悉,CRO概念股承压走低,截至发稿,康龙化成(03759)跌4.32%,报21.24港元;昭衍新药(06127)跌3.29%,报21.16港元;凯莱英(06821)跌2.31%,报78.15港元;维亚生物(01873)跌1.98%,报1.98港元。

消息面上,北京时间12月18日凌晨,搭载修订版《生物安全法案》的美国2026财年《国防授权法案(2026NDAA)》以77票赞成、20票反对的结果在参议院表决通过,至此已完成参、众两院的主要立法程序即将送往白宫,由美国总统签署生效。信达证券指,过去两年《生物安全法案》是压制CXO板块估值的重要原因,和最初版本相比,最终落地的版本没有点名具体企业,整体相对温和。虑到美联储已经进入降息通道,全球生物医药投融资有望边际改善,随着法案落地,CXO板块有望迎来业绩和估值的双重修复。

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