ETF异动 | 南方恒生生科(03174)涨超5% 创新药龙头业绩集中爆发 全球产业链景气度维持高位

智通财经
Aug 07

智通财经APP获悉,南方恒生生科(03174)涨超5%,截至发稿,涨5.4%,报3.628港元,成交额723.74万港元。据悉,南方恒生生科跟踪恒生生物科技指数,覆盖制药、生物技术、CRO(医药研发外包) 等细分领域的龙头企业,前五大持仓包括信达生物(01801)、百济神州(06160)、药明生物(02269)、药明康德(02359)及康方生物(09926)。

消息面上,近日,多家创新药龙头企业2026年中期业绩迎来爆发,其中,药明康德第二季度营收突破164亿元,单季营收与利润双双创下历史新高;药明康德表示,上半年业绩强劲得益于多个客户产品的更大成功及CRDMO模式,同时公司全面上调全年指引。百济神州上半年归母净利润达32.71亿元,同比增长627.1%,并上调全年营收预期。信达生物上半年产品收入同比增长超过55%,该公司综合产品线保持强劲增长。

兴业证券表示,全球创新药及产业链景气度维持高位,多家海外MNC与CXO披露中报盈喜并上调2026年全年指引,验证全球创新药研发投入与产业链需求仍处于较高景气区间。中信证券则认为,医药板块内部呈现K型分化,创新药、CXO等科技属性较强的细分领域有望率先走出调整,建议关注研发管线丰富、商业化能力突出的龙头企业。

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