CXO行业增速变奏，龙头公司传递产业冷暖

36氪04-03

随着药企2023年度业绩报告的集中披露，医药外包服务行业（CXO）的基本面现状逐渐浮出水面。从业绩表现来看，CXO行业企业业绩一路高歌的势头逐渐式微，新药研发领域“避风港”似乎正在消失。但细究行业龙头公司年报不难发现，即使整个生物科技行业仍处周期低谷，且受到地缘政治等非理性因素困扰，CXO行业依然不乏亮点。长期来看，全球医药行业需求仍然旺盛，研发投入持续增加，CXO行业将受到医药大环境影响获得增长...

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