智通财经APP获悉，CRO概念股涨幅居前，截至发稿，康龙化成(03759)涨8.61%，报17.4港元；凯莱英(06821)涨7.26%，报58.35港元；药明生物(02269)涨5.91%，报28.65港元；昭衍新药(06127)涨6.06%，报14.7港元。
消息面上，3月26日国家医保局召开优化医药集采工作研发会，市场预期会议可能推进药品集采优化细则。此外，2024年、2025年政府工作报告支持创新药；创新药支付端出现积极变化，丙类医保目录有望年内发布，逐步建立多元化支付体系，全链条支持创新药发展政策逐步落地，支付端对估值束缚有望解除。
中信建投此前指出，近年来在ADC、多肽药物快速发展下，相关CXO需求迅速增加，小核酸、CGT等细分领域也有望迎来快速发展。长期仍看好CXO板块发展潜力及成长空间。华鑫证券指出，美国加税幅度并不影响CDMO的竞争优势，而且生物安全法案再通过的概率已显著降低；国内新药研发已逐步建立良性循环，新药市场价值的兑现将驱动国内研发投入更健康更持续的增加，也有利于CRO企业的良性竞争。
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