智通财经APP获悉，创新药概念股涨幅居前，截至发稿，科伦博泰生物(06990)涨6%，报503.5港元；荣昌生物(09995)涨6.04%，报86.9港元；歌礼制药-B(01672)涨5.37%，报11.38港元；信达生物(01801)涨3.71%，报89.55港元。
消息面上，国家卫生健康委、国家中医药局、国家疾控局三部门7月9日联合发布《国家基本药物目录（2026年版）》。最受市场关注的是，创新药首次批量纳入国家基本药物目录。据国家卫生健康委药政司司长龚向光介绍，此次调整尝试将创新药纳入遴选范围，经过专家技术咨询和评审论证严格把关，最终共有16种创新药纳入新版目录，其中包括4种国产Ⅰ类新药。
值得注意的是，2026年上半年中国创新药对外授权(BD)交易金额近千亿美元，达997亿美元，接近2025年全年1357亿美元的73%。美银证券发表研究报告指，中国医药行业授权交易活跃，加上企业持续推进研发创新，将有利于板块估值重评。
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