港股异动 | 创新药概念延续涨势 行业再迎重磅利好政策 创新药国际化趋势进入加速兑现阶段

智通财经
Jul 06

智通财经APP获悉,创新药概念延续涨势,截至发稿,诺诚健华(09969)涨7.95%,报14.12港元;中国生物制药(01177)涨7.38%,报5.09港元;康诺亚-B(02162)涨7.01%,报87.05港元;信达生物(01801)涨6.04%,报93.1港元;石药集团(01093)涨5%,报8.4港元;金斯瑞生物科技(01548)涨4.56%,报14.23港元。

消息面上,国家药监局综合司就《关于优化细胞与基因治疗药品审评审批有关事项的公告(征求意见稿)》公开征求意见。其中提到,支持以临床价值为导向的细胞与基因治疗药品研发创新,将符合条件的细胞与基因治疗药品纳入创新药临床试验审评审批30日通道。值得关注的是,今年以来医药行业政策密集,另据医药魔方数据,2026年上半年中国医药出海交易总金额达997亿美元,为2024年全年522亿美元的1.9倍,接近2025年全年1357亿美元的73%。

华福证券指出,中国创新药国际化趋势已进入加速兑现阶段,未来3—5年有望迎来概念验证、全球III期临床推进、海外注册获批及商业化放量的黄金周期,产业价值将从License-out逐步向全球产品收入和长期现金流兑现。当前A股、港股创新药板块整体估值仍处于历史低位,而全球资本回流、国际化持续突破及产业景气上行正共同驱动估值修复。

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