港股医药：板块表现强势建议积极增加配置

光大证券2025-07-17

年初至今恒生医疗保健指数表现靓丽。受到国内创新药BD（BusinessDevelopment）交易持续落地叠加国产创新产品出海预期影响，年初至今（截至25 年7 月16 日，下同），恒生医疗保健指数表现靓丽，港股恒生医疗健康指数收涨63.03%，跑赢恒生国企指数41.47pp。分子板块来看，港股医药子板块表现分化明显，SW 港股生物制品、化学制药、医疗服务、医疗器械、医药商业、中药等子板块年初以来...

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港股医药：板块表现强势 建议积极增加配置

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港股医药：板块表现强势建议积极增加配置