国产创新药迎三重业绩拐点 CXO龙头利润与订单同步创出历史新高

智通财经
Aug 19
【国产创新药迎三重业绩拐点 CXO龙头利润与订单同步创出历史新高】创新药上市公司2026年半年报、业绩预告集中披露,行业正式迎来商业化单品放量、出海BD兑现、上游CXO全链条高景气三重业绩拐点。既有泽布替尼、玛仕度肽等爆款产品实现规模化盈利,还有石药集团、恒瑞医药、信达生物接连落地百亿级出海BD大单,CXO龙头利润与订单同步创出历史新高。在业内专家看来,创新药上半年的业绩表现并非短期脉冲,而是从单一产品出海、单一管线授权迈向全产业链体系化的转折点;但对标强生、礼来等跨国药企,国内企业还存在着显著的差距,产业追赶仍需长期耕耘。

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