金吾财讯 | 港股创新药概念走强，截止发稿，金斯瑞生物科技（01548）涨15.29%，维亚生物（01873）涨6.32%，凯莱英（06821）涨6.08%，泰格医药（03347）涨4.86%，昭衍新药（06127）涨4.96%。消息面上，国信证券表示，2026年上半年医药行业收入保持稳健增长，利润端实现双位数增长，26Q2盈利增速进一步提升，创新药及产业链维持较高景气。2026年上半年A股医药行业上市公司实现营业收入11942.1亿元，同比增长2.6%；归母净利润1049.6亿元，同比增长10.8%，利润增速明显快于收入端。整体来看，2026年上半年医药行业基本面持续改善，盈利修复趋势进一步确认，创新药及CXO等高景气方向表现突出。
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