2月24日，港股市场CXO板块遭遇重挫。
截至收盘，康龙化成（03759）跌超7%、维亚生物（01873）、药明生物（02269）跌超9%，药明康德（02359）跌超10%、方达控股（01521）下跌近14%，板块整体跑输恒生指数。
市场分析指出，此次调整主要受海外市场情绪传导影响，部分国际资金近期对生物科技产业链持审慎态度，叠加CXO板块前期估值较高，加剧资金获利了结意愿。
值得注意的是，中国内地CXO企业基本面保持稳健。据最新财报预告，多数头部企业2024年净利润维持双位数增长，全球订单份额持续提升。康龙化成预计2024年盈利17.3亿元至18.6亿元，同比增长8%-16%；券商指出，短期的市场波动未改行业长期逻辑，中国内地在研发效率及成本优势方面仍具竞争力。
（文章来源：财中社）
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