金吾财讯 | 医药外包概念股集体走高，截至发稿，药明康德(02359)涨5.39%，金斯瑞生物科技(01548)涨5.21%，药明生物(02269)涨4.90%，凯莱英(06821)涨3.65%，康龙化成(03759)涨3.31%。消息面上，中信建投发布研报称，医药改革进入深水区，高质量增长成为常态。从过去几年已经出台的各项行业政策看，“三医联动”顶层制度设计的各项改革措施已经逐步落地。医药领域的改革政策已进入常态化阶段，医保领域最值得关注的增量政策是建立多元复合的医保支付方式改革，医疗领域即将迎来薪酬制度及分级诊疗等“深水区”的改革。整体符合预期，看好2025年医药行业投资机会，建议重点关注新增量(创新、出海、边际变化)和行业整合机会。瑞银日前发研报指，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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