金吾财讯 | 创新药板块强势，三生制药(01530)涨9.83%，基石药业-B(02616)涨6.84%，荣昌生物(09995)涨6.31%，映恩生物-B(09606)涨5.98%，四环医药(00460)涨5.76%，恒瑞医药(01276)涨5.77%，君圣泰医药-B(02511)涨5.58%，康诺亚-B(02162)涨5.31%，复宏汉霖(02696)涨5.02%。交银国际表示，本周各公司业绩预告陆续发布，该机构建议持续关注财务表现超预期、盈利路径清晰的公司，其业绩兑现有望催化板块行情。该机构认为2026年板块稳中向好态势或将延续，但仍有短期波动的可能，在选股时应重回基本面和估值、关注在震荡中被错杀的低估标的，推荐关注以下细分方向：1）创新药：三生制药、和黄医药、劲方医药、百济神州等催化剂丰富、估值仍未反映核心大单品价值，可重点关注关键海外数据读出时间线；先声药业、中国生物制药等被明显低估、长期成长逻辑清晰之标的，BD机会可期；2）CXO：受益于下游高景气度和融资边际回暖的细分赛道龙头，如药明合联；3）监管不确定性逐步缓解、叠加政策利好预期，有反转机会的医院、器械和诊断等子板块。
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