港股市场今日呈现积极态势，其中CRO（合同研究组织）概念股表现尤为亮眼。昭衍新药（06127）盘中大涨8.51%，成为投资者关注的焦点。
此轮涨势背后有多重利好因素支撑。首先，国家医保局近期召开优化医药集采工作研讨会，市场预期或将推进药品集采优化细则。其次，2024年、2025年政府工作报告明确支持创新药发展，且创新药支付端出现积极变化。预计丙类医保目录有望年内发布，逐步建立多元化支付体系。这些政策的逐步落地，有望解除支付端对创新药估值的束缚，进而带动CXO（合同研发生产组织）需求增长。
值得注意的是，昭衍新药不仅是CRO领域的重要参与者，还与干细胞、CAR-T疗法等创新药概念紧密相关。当日，干细胞概念上涨6.04%，CAR-T疗法概念上涨4.99%，创新药概念上涨4.73%，进一步推动了昭衍新药股价的上涨。分析人士指出，在ADC、多肽药物等新兴领域快速发展的背景下，相关CXO服务需求迅速增加，小核酸、CGT等细分领域也有望迎来快速发展，这将为昭衍新药等CRO企业带来长期发展机遇。
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