金吾财讯 | 创新药概念股强势走高，乐普生物-B(02157)涨14.79%，荣昌生物(09995)涨14.41%，欧康维视生物-B(01477)涨14.25%，亚盛医药-B(06855)涨12.07%，博安生物(06955)涨11.41%，诺诚健华(09969)涨11.21%，海西新药(02637)涨11.19%，三生制药(01530)涨10.78%，康诺亚-B(02162)涨10.21%。华鑫证券表示，2026年中国创新出海趋势持续强化，同时市场对创新药配置有望回升，维持医药行业“推荐”的评级。创新药迎来重要配置机遇，看好目前处于领先位置的双抗和多抗组合。国金证券表示，当前创新药板块正处于“业绩兑现、估值修复、会议催化”三重周期叠加的黄金窗口期。前期，创新药板块自去年三季度末以来经历长达半年多的调整，估值风险得到较为充分的释放。然而该机构认为，短期的情绪压制不改行业长期向好的根本逻辑：1）基本面向上，多家药企实现扭亏。2）4月17-22日，美国癌症研究协会年会（AACR）即将召开。期待今年年4-6月重磅学术会议带来的中国创新药企重磅研究。
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