金吾财讯 | 生物医药板块走强，截至发稿，再鼎医药（09688）涨13.07%，康诺亚-B（02162）涨7.22%，康方生物（09926）涨6.33%，科伦博泰生物（06990）涨5.36%，药明生物（02269）涨4.96%，金斯瑞生物科技（01548）涨4.48%，复宏汉霖（02696）涨4.04%。消息面上，湘财证券认为，在医药创新需求延续与全球医药研发投入稳步增强的带动下，前沿管线与复杂分子开发需求不断提升，将进一步为CXO行业发展打开成长空间；中国创新药已进入全球化新阶段，在ADC、双抗等前沿领域实现技术突破，逐步从跟随创新走向源头创新。2026年上半年，全球生物科技融资、License交易、并购交易金额分别达到502亿美元、1667亿美元和960亿美元，均显著超越去年上半年，医药融资及License交易持续回暖，为医药研发提供了资金支持。
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