2026:原料药、中间体,医药赛道被遗忘的金矿即将迎来价值重估

BioGalaxy生物...
Jan 30

化工行业用了三年时间,让市场理解了什么是"周期底部+供给出清+全球定价权"的威力。当万华化学、华鲁恒升们纷纷创出新高时,很少有人注意到,医药板块中那个曾经最"内卷"的细分领域——原料药,正在复刻同样的逻辑。2026年,这个被遗忘的赛道,很可能成为医药投资最值得关注的主体。全球格局重构:中国原料药已成为"隐形冠军"全球医药供应链的结构性变迁,比大多数人想象的更彻底。当我们翻阅美国FDA的原料药备案...

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