今日盘中，港股创新药板块普遍走强，其中先声药业（02096.HK）表现亮眼，股价大涨5.04%。分析人士认为，这波涨势或与近期港股创新药企业绩集体爆发有关。
据悉，多家港股创新药企近期发布的财报显示业绩大幅改善。例如，信达生物（01801.HK）公布2024年业绩，总收入同比增长51.8%，首次实现非国际财务报告准则下的盈利。三生制药（01530.HK）2024年净利润同比增加34.9%，中国生物制药（01177.HK）净利润同比增长33.5%。这些业绩的改善反映出创新药企业已进入商业化密集收获期。
此外，即将于2025年4月举行的美国癌症研究协会（AACR）年会也被视为短期利好因素。多家港股创新药企将在会上公布产品管线的最新临床数据，有望进一步提振板块热度。市场普遍认为，在政策支持、技术进步和人口老龄化等多重因素驱动下，创新药板块有望持续受益。尽管先声药业尚未公布具体业绩，但作为该板块的重要成员，其股价或受到整体行业向好趋势的提振。
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