美诺华股价下跌5.01% 第十一批药品集采规则调整引发仿制药板块估值重估

智选洞察2025-08-06

美诺华股价大幅下跌，最新价25.20元/股，跌幅5.01%。市场情绪与催化因素共振美诺华近期净流入受多重因素驱动。2025年8月5日，公司公告子公司盐酸鲁拉西酮原料药通过CDE技术审评，叠加中报净利润预增142.84%-174.52%的业绩利好，直接刺激当日股价触及涨停。资金面呈现剧烈波动，8月5日主力资金净流入1.6亿元，但此前三个交易日累计净流出超3800万元，杠杆资金博弈特征显著。政策面扰动...

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