金吾财讯 | 港股抗肿瘤板块盘初强势，截至发稿，翰森制药（03692）涨15.00%，乐普生物（02157）涨2.64%，康方生物（09926）涨2.28%，石四药集团（02005）涨2.08%，同源康医药-B（02410）涨1.00%，荣昌生物（09995）涨0.87%。
消息面上，2026年生物医药行业站在“十五五”开局与全球专利悬崖叠加的关键节点。国内层面，政府工作报告首次将生物医药列为与集成电路、航空航天并列的“新兴支柱产业”，“十五五”规划纲要将其置于科技自立自强与新质生产力双重框架中，新修订《药品管理法实施条例》、《关于健全药品价格形成机制的若干意见》、商保创新药目录落地、医保预申报机制等共同织起覆盖研发、审评、定价、支付、进院的全链条支持网。
上海证券认为，《国民健康“十五五”规划》、《全民医疗保障“十五五”规划》近期相继发布，政策明确发展目标及实施要求，全链条创新药械支持体系持续完善。Moderna癌症疫苗III期临床达到终点，mRNA疗法取得里程碑突破
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