中信建投:CXO板块Beta稳中向好,AI制药大有可为

智通财经
Aug 06
【中信建投:CXO板块Beta稳中向好,AI制药大有可为】中信建投研报指出,国内CXO行业经历22-24年的调整阶段后,受益海外投融资率先回暖,24年国内头部CXO公司海外订单展现复苏态势,随着25年国内创新药资产实现大规模对外授权,带动国内投融资25H2持续复苏,行业内需同样企稳回升。26年至今国内创新药行业的长期结构性机会持续兑现,国内投融资持续改善,新药物形式赛道持续火热并进一步放量,中信建投认为26年国内CRO/CDMO行业的新签订单及业绩会加速增长,带动CXO产业链进入新一轮发展阶段。

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