金吾财讯 | 创新药概念午后集体持续拉升，截至发稿，海西新药(02637)涨12.77%，歌礼制药-B(01672)涨6.27%，诺诚健华(09969)涨5.18%，信达生物(01801)涨4.10%，科伦博泰生物(06990)涨2.84%，亚盛医药-B(06855)涨2.79%。消息面上，开源证券研究指，医药行业重点布局创新药产业链及国家战略新兴产业，包括CXO、科研服务、AI、脑机接口和生物制造等领域，这些板块具备长期发展潜力，受益于技术突破和政策支持，行业逻辑清晰，增长确定性高。西南证券亦表示，医药生物行业近期表现虽相对疲软，估值溢价率有所下降，但行业整体仍保持一定韧性。其他生物制品、医疗研发外包和原料药等细分领域表现突出，显示出医药创新和产业链优势的持续释放。行业长期发展逻辑依然清晰，创新药、高端医疗器械和医疗服务等领域具备持续增长潜力，值得投资者关注。
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