金吾财讯 | 港股医药外包概念回暖，截至发稿，昭衍新药(06127)涨4.47%，药明康德(02359)涨3.35%，药明生物(02269)涨2.75%，金斯瑞生物科技(01548)涨2.31%，凯莱英(06821)涨1.24%，康龙化成(03759)涨1.06%。消息面上，中邮证券新近研究指，看好26年产业链公司如CXO以及生命科研服务板块的投资机会，从需求端来看，海外研发及生产外包需求稳定回暖，国内BigPharma研发支出逐年稳步提升、Biotech伴随今年板块情绪回暖以及IPO增多逐步走出底部，研发外包需求提振有望在26年兑现；从供给端来看，经过20-23年行业景气快速提升-上游产能扩张竞争加剧-盈利下滑行业去产能的周期后，目前整体价格水平已处于底部待回暖的区间，供给端的出清也逐渐稳定，26年有望随着需求旺盛盈利得到修复。
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