金吾财讯 | 创新药板块局部走强，截至发稿，华昊中天医药-B（02563）涨5.91%，同源康医药-B（02410）涨5.68%，再鼎医药（09688）涨2.05%，欧康维视生物-B（01477）涨1.82%，锦欣生殖（01951）涨1.75%，百济神州（06160）涨1.19%。消息面上，中信证券创新药行业首席分析师李安飞预计，2027年中美欧之间的商务拓展（BD）合作有望更加顺畅，中国创新药将有更多机会在全球市场上市并实现销售。除药品本身的销售前景外，他还看好复杂结构新药上市后带来的合同研发生产服务需求，以及临床研究、安全性评价和核心原辅料等环节的机会。此外，中信建投证券认为，短期内，业绩改善有望带动相关企业估值修复。拉长时间来看，创新产品能否打开市场、企业能否拓展海外业务，以及并购整合进展，将影响板块的长期投资价值。
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