金吾财讯 | 医药外包概念股开盘普涨，百奥赛图-B(02315)涨7.77%，昭衍新药(06127)涨7.63%，康龙化成(03759)涨3.97%，凯莱英(06821)涨3.73%，药明康德(02359)涨2.97%，金斯瑞生物科技(01548)涨2.87%，泰格医药(03347)涨2.77%，药明合联(02268)涨2.31%。
消息面上，万联证券指出，2025 年全球及中国医疗健康领域一级市场投融资回暖，叠加中国创新药 BD 出海授权交易额、首付款均创历史新高，不仅为药企的研发及运营补充了关键资金，更印证了创新药企全球化实力的提升；在此背景下，全球及中国 CXO 市场预计将在2026 年迎来稳定增长，行业景气度随下游需求复苏而修复；同时，修订后美国《生物安全法案》对特定企业的明确排除及缓冲期设计，有望大幅缓释地缘政治风险，推动国内 CXO 行业在全球产业链中的地位进一步巩固与扩张。该机构对CXO行业维持“强大于市”评级。
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