凯因科技涨5.08% 创新药集采预期催化资金博弈

智选洞察2025-07-30

凯因科技股价大幅上涨，最新价36.00元/股，涨幅达5.08%。资金博弈与政策预期交织下的波动逻辑近期凯因科技净流入与资金面剧烈波动密切相关。截至7月29日，该股主力资金单日最高净流入达7337.9万元，次日即转为净流出4602万元，反映机构调仓行为加剧市场分歧。政策敏感度提升是核心变量，创新药集采规则调整预期触发资金快速轮动，叠加生物制品板块单日振幅超4%，催化股价波动幅度扩大。中报窗口期业绩...

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