金吾财讯 | 医药外包概念普升，药明生物(02269)涨7.48%，药明康德(02359)涨6.12%，康龙化成(03759)涨2.8%，金斯瑞生物科技(01548)涨1.87%，凯莱英(06821)涨1.44%。中泰证券研报指出，11月初，处于低位的医药行业迎来一波强势反弹，而后跟随大盘震荡调整。板块内部来看，在医保预付金、医保目录发布等政策催化下，医药商业、创新药子板块均有不错表现。医保政策的回暖，医药板块最为核心的压制因素有望得到缓解，叠加行业比较、基金持仓的共振，板块向上弹性较大。该行表示，今年来看，原料药、低耗、上游的部分个股率先表现出了一定改善，展望明年，原料药、低耗的趋势有望持续，CRO/CDMO、上游、ICL、设备招投标可能逐步走出明显拐点。
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