康辰药业下跌5.19% 创新药预期升温引发估值回调

智选洞察2025-07-16

康辰药业股价大幅下跌，最新价47.50元/股，跌幅达5.19%。资金博弈与政策预期共振康辰药业近期净流入与多重因素叠加相关。截至7月14日，主力资金累计净流入4185.2万元，机构调仓动作显著。市场对子公司持有的创新药权益预期升温，默克百亿美元收购Verona Pharma事件引发对相关管线商业化潜力的联想。创新药政策红利窗口期开启，叠加中证医疗指数5日涨幅达3.73%，资金提前布局医药板块。此外...

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