金斯瑞生物科技(01548)今日盘中大涨5.69%,引起市场广泛关注。主要原因包括以下几点:
首先,针对美国生物安全法案的立法进展有了新的进展。美国国会参众两院军事委员会公布的2025财年国防授权法案(NDAA)最终协议文本显示,生物安全法案未被列入其中。这意味着生物安全法案试图通过加入NDAA的立法路径失败,在一定程度上减轻了对生物医药外包行业的政策风险压力。
同时,市场对生物医药外包行业的整体前景保持乐观。分析师认为,近年来随着海外投融资逐步恢复,下游需求保持旺盛,加上新兴细分领域不断发展,行业将持续受益并具有广阔的成长空间。作为领先企业,金斯瑞生物科技将从行业良好发展趋势中获益。
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