即将进入2026年——十五五的开局之年,多家主流券商在其2026年度策略报告中指出:“创新”已成为贯穿全行业的核心主线,并在此基础上衍生出“出海”“消费复苏”“多元支付”和“硬科技突破”四大战略方向,聚焦创新药、CXO、医疗器械、中药、医疗服务五大板块。#01创新药国际地位提升,出海成为主旋律创新药国际地位显著提升。中国药企在全球创新药市场地位不断提升,中国药企临床占比已与美国相当。近年来,中国...
Source Link即将进入2026年——十五五的开局之年,多家主流券商在其2026年度策略报告中指出:“创新”已成为贯穿全行业的核心主线,并在此基础上衍生出“出海”“消费复苏”“多元支付”和“硬科技突破”四大战略方向,聚焦创新药、CXO、医疗器械、中药、医疗服务五大板块。#01创新药国际地位提升,出海成为主旋律创新药国际地位显著提升。中国药企在全球创新药市场地位不断提升,中国药企临床占比已与美国相当。近年来,中国...
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