智通财经APP获悉，CRO概念股涨幅居前，截至发稿，维亚生物(01873)涨6.14%，报2.42港元；药明生物(02269)涨6.01%，报40.54港元；泰格医药(03347)涨4.65%，报56.3港元；药明康德(02359)涨4.31%，报121港元。
消息面上，2025年药明康德净利润预计同比增加103%，泰格医药同比增加105-204%。全球生物医药投融资数据在2025年开始回暖，全球和中国2025年同比增速分别为2.7%和6.4%，其中创新药研发火热，2025年BD金额为1357亿美元，同比增长143%。
国泰海通证券发布研报称，随着融资与BD回款回升，药企重新加大临床试验投入，对临床CRO、SMO及注册服务的外包需求同步恢复，为行业景气度回升提供直接资金来源与项目基础。德邦证券认为，CXO和科研上游主要服务于创新药的研发和后期生产，随着创新药研发火热，预计两个板块的业绩将保持良好的趋势。
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