港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现

智通财经
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智通财经APP获悉,CRO概念股涨幅居前,截至发稿,药明生物(02269)涨4.06%,报57.65港元;康龙化成(03759)涨3.86%,报32.84港元;泰格医药(03347)涨3.13%,报46.74港元;药明康德(02359)涨2.26%,报217.2港元。

消息面上,美国10年期国债收益率周一盘中一度攀升至5.351%,创24年来新高。摩根大通发布研报称,不太担心利率上升影响中国医疗健康行业。利率对长周期生物科技资产较为相关,而CXO估值与利率变动的直接联系较弱,表现更多由盈利驱动。该行预期本轮加息周期将于12月再加息一次后结束,而非延续至明年的长期紧缩,因此对利率上升影响中国医疗健康估值并不太担心,并继续看好生物科技及CXO子板块。

值得注意的是,2026年欧洲肿瘤内科学会年会将于10月23至27日在西班牙马德里举行,本届大会预计共29项中国新药研究入选LBA,约占大会全部LBA的三分之一,其中5项进入主席研讨会,其余24项以优选口头或快速口头形式报告,入选数量和占比继2025年后再创历史新高。国盛证券指出,订单增长叠加ADC、GLP-1、核酸药物等新兴领域产能进入收获期,为后续CXO收入增长提供支撑,订单转化及利润兑现值得持续跟踪。

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