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生物医药板块走强 康诺亚-B（02162）涨9.00%、金斯瑞生物科技（01548）涨7.53%

金吾财讯
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金吾财讯 | 生物医药板块走强，康诺亚-B（02162）涨9.00%，金斯瑞生物科技（01548）涨7.53%，百济神州（06160）涨5.38%，科伦博泰生物（06990）涨5.25%，再鼎医药（09688）涨4.46%，君实生物（01877）涨3.71%，泰格医药（03347）涨3.65%，复宏汉霖（02696）涨2.99%。中信建投证券表示，2026 ESMO LBA中国研究入选创新高，恒瑞医药、康方生物、艾力斯等企业的管线迎来新进展。医疗器械及服务板块低值耗材表现较好，多受个股事件催化，科技概念标的调整，港股回购活跃；短期关注招标改善和集采出清，中长期看创新、出海、并购。中药板块跑赢申万医药及大盘，关注红利、创新及“四同药品”、中成药集采政策。生物制品板块跑输医药指数及大盘，AI制药、mRNA肿瘤疫苗概念股回调；南北方ILI%均环比降低，南方检测阳性率提升、北方降低。医药商业板块跑赢申万医药及大盘，药店关注三季度前瞻及集采进药店，流通关注回款及三季度前瞻。中原证券表示，目前行业市盈率、市净率均处于历史相对低位，随着板块业绩的持续释放，未来有望迎来估值回归，给予行业“强于大市”的投资评级。

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