医药外包概念普升药明生物(02269)涨7.48% 机构指CRO/CDMO明年可能逐步走出明显拐点

金吾财讯12-03

金吾财讯 | 医药外包概念普升，药明生物(02269)涨7.48%，药明康德(02359)涨6.12%，康龙化成(03759)涨2.8%，金斯瑞生物科技(01548)涨1.87%，凯莱英(06821)涨1.44%。中泰证券研报指出，11月初，处于低位的医药行业迎来一波强势反弹，而后跟随大盘震荡调整。板块内部来看，在医保预付金、医保目录发布等政策催化下，医药商业、创新药子板块均有不错表现。医保政策的回暖，医药板块最为核心的压制因素有望得到缓解，叠加行业比较、基金持仓的共振，板块向上弹性较大。该行表示，今年来看，原料药、低耗、上游的部分个股率先表现出了一定改善，展望明年，原料药、低耗的趋势有望持续，CRO/CDMO、上游、ICL、设备招投标可能逐步走出明显拐点。

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href=\"https://laohu8.com/S/600918\">中泰证券</a>研报指出，11月初，处于低位的医药行业迎来一波强势反弹，而后跟随大盘震荡调整。板块内部来看，在医保预付金、医保目录发布等政策催化下，医药商业、创新药子板块均有不错表现。医保政策的回暖，医药板块最为核心的压制因素有望得到缓解，叠加行业比较、基金持仓的共振，板块向上弹性较大。该行表示，今年来看，原料药、低耗、上游的部分个股率先表现出了一定改善，展望明年，原料药、低耗的趋势有望持续，CRO/CDMO、上游、ICL、设备招投标可能逐步走出明显拐点。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>医药外包概念普升 药明生物(02269)涨7.48% 机构指CRO/CDMO明年可能逐步走出明显拐点</title>\n<style 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href=\"1948872\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0359201612.USD","symbol_name":"贝莱德中国基金A2","start_time":0,"source_url":"1948872","article_id":"2488996427","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2488996427","pubTimestamp":1733211718,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 医药外包概念普升，药明生物 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医药外包概念普升 药明生物(02269)涨7.48% 机构指CRO/CDMO明年可能逐步走出明显拐点

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医药外包概念普升药明生物(02269)涨7.48% 机构指CRO/CDMO明年可能逐步走出明显拐点