智通财经APP获悉，CRO概念股表现强势，截至发稿，昭衍新药(06127)涨11.52%，报22.26港元；泰格医药(03347)涨5.98%，报44.98港元；药明康德(02359)涨4.65%，报105.7港元；康龙化成(03759)涨4.59%，报20.74港元。
华福证券发布研报称，外需CXO企业自24年订单已经显著改善，业绩上24Q4便恢复同比增长并延续至25Q3，行业触底反弹趋势已经明确，我们认为外需CXO 26年有望延续25年的上行趋势；内需CXO 25年初以来在业绩及股价表现相对外需较为弱势，行业整体复苏滞后，但从前端延续至后端确定性较强，当前或处于左侧机会。
甬兴证券表示，在海内外创新药投融资环境改善大背景下，国内CXO行业景气度上行，随着新兴领域如多肽、CGT、ADC、核酸药物市场规模持续扩大，技术复杂性催生对专业化CDMO服务的强劲需求，中国CDMO企业通过产能扩产、技术布局与模式创新既在细分领域构建壁垒又通过规模化产能承接全球订单，有望打开成长天花板。
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