金吾财讯 | 创新药概念板块走强，截至发稿，恒瑞医药（01276）涨11.14%，金斯瑞生物（01548）涨9.39%，康方生物（09926）涨4.70%，诺诚健华（09969）涨3.50%，欧康维视生物-B（01477）涨3.33%，亚盛医药（06855）涨2.65%，翰森制药（03692）涨2.32%。消息面上，招商证券指出，2026年ESMO年会中国研究入选LBA约30项数量创新高，创新药数据催化临近；同时三季报进入披露期，业绩兑现方向值得重视，继续看好创新药产业趋势。爱建证券指出，医药板块已步入长期布局的价值区间，众多上市公司推出现金回购和增持方案，反映出企业家和高管团队对于公司未来发展的充足信心，也是板块企稳的积极信号。2026年，继续看好中国创新药出海的产业趋势，继续重点跟踪ADC、双抗、小核酸、减肥药等核心优势赛道的投资机会。
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