交银国际：看好创新药板块选股至关重要料内地商保创新药目录落地或为相关支付长期呈数十倍增长

智通财经2025-07-17

智通财经APP获悉，交银国际发布研报称，预计今年下半年开始，随着美国降息周期的开启，叠加创新药企现金流改善及多项政策红利释放，二级市场复苏对一级市场的正反馈效应将进一步增强，持续提升市场资金风险偏好、强化生物科技企业的融资能力，催化创新资产的价值重估。该行优选中长期基本面稳健、短期催化剂相对丰富、估值仍有较大上升空间的标的，在生物科技和创新型处方药板块中重点推荐康方生物(09926)、先声药业(...

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交银国际：看好创新药板块 选股至关重要 料内地商保创新药目录落地或为相关支付长期呈数十倍增长

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交银国际：看好创新药板块选股至关重要料内地商保创新药目录落地或为相关支付长期呈数十倍增长