智通财经APP获悉,CRO概念股多数上扬,截至发稿,药明生物(02269)涨3.28%,报17.02港元;药明康德(02359)涨3.03%,报52.65港元;康龙化成(03759)涨1.72%,报13.02港元;凯莱英(06821)涨1.16%,报47.85港元。
瑞银发布研报称,去年中国医疗保健行业充满挑战,面对国内医保成本控制、消费市道疲弱及地缘政治紧张等因素影响,但憧憬2025年板块风险偏向上行,行业估值及机构持股水平均处于历史低位,加上宏观环境或更有利产业发展,预期投资者可在不确定性中寻找结构性机会。
该行表示,生物制药发展动能持续,看好近期CRO盈利前景,认为一众生物科技公司基本面稳健,加上政府对医药创新推出支持政策,相信在产品销售快速增长的带动下,有部分领先企业很可能在今明两年达到持续的收支平衡。
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