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创新药概念继续走强 金斯瑞生物科技（01548）涨6.87% 机构指中国创新药全球地位持续提升

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金吾财讯 | 港股创新药概念持续走强，截至发稿，金斯瑞生物科技（01548）涨6.87%，再鼎医药（09688）涨5.51%，同源康医药-B（02410）涨4.81%，晶泰控股（02228）涨3.94%，药明合联（02268）涨3.92%，翰森制药（03692）涨3.76%，亚盛医药（06855）涨3.63%，百济神州（06160）涨3.38%，药明康德（02359）涨3.03%，诺诚健华（09969）涨2.83%，石药集团（01093）涨2.78%。消息面上，国金证券研究指，创新药企业扭亏节点到来，全年临床数据催化密集，叠加已BD出海管线海外临床进展顺利，看好创新药板块投资机会。具体布局思路而言：（1）布局业绩财报窗口期，掘金业绩超预期标的；（2）关注学会大会动态，把握重磅临床数据发布窗口；（3）聚焦核心赛道，持续关注小核酸、双抗、ADC等相关标的的投资机会，把握产业兑现期的红利行情。国元国际证券亦表示，出海交易量价齐升，中国创新药全球地位持续提升。中国创新药出海持续超预期，上半年997亿美元的交易总额和全球TOP10中独占8席的成绩，充分验证了中国创新药资产的全球竞争力。叠加海外融资全面回暖、外需明显改善，看好创新药的出海前景。

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