研报点睛：板块领涨！基本面有望实现回升

东方财富研究中心2025-08-01

8月1日，A股三大指数今日小幅回调，截止收盘，沪指跌0.37%，收报3559.95点；深证成指跌0.17%，收报10991.32点；创业板指跌0.24%，收报2322.63点。盘面上，中药行业板块涨3.39%；个股方面，维康药业、天目药业等涨停，新光药业、众生药业等均有不同程度上涨。兴业证券认为创新药板块景气度可持续，“创新+国际化”创新药产业趋势不变，始终是医药板块的核心方向，政策支持+全球...

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