智通财经APP获悉，CRO概念股早盘继续走高，截至发稿，昭衍新药(06127)涨16.04%，报13.02港元；康龙化成(03759)涨12.9%，报22.15港元；泰格医药(03347)涨5.09%，报55.7港元；药明康德(02359)涨2.61%，报68.85港元；药明生物(02269)涨2.1%，报21.9港元。
消息面上，近日有媒体报道称，药明康德可能出售WuXi Advanced Therapies等欧美实验室。中泰国际称，市场认为出售或能减轻疑虑。公司表示在评估基地情况。欧美基地成本较高出售或将提升利润率。如中国创新药研发需求回暖，药明中国业务将受益。美国法案预计年内不出台，但具体未决，因此我们将继续关注进展。
中信建投指出，随着美联储自2020年3月以来首次宣布降息，全球流动性边际改善，医药行业投融资景气度有望快速恢复，具备估值优势。随着降息周期开启，医药投融资有望逐步恢复，研发需求的提升将有利于具备全球竞争力的CXO龙头及细分领域龙头。
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