美诺华股价下跌5.00% 集采政策扰动仿制药估值

智选洞察2025-08-07

美诺华股价大幅下跌，最新价23.77元/股，跌幅5.00%。多重利好催化资金博弈美诺华近期股价波动显著，8月5日触及涨停后次日下跌5.01%，短期异动主要受事件驱动。8月5日公告显示，子公司盐酸鲁拉西酮原料药通过CDE技术审评，叠加2025年中报净利润预增142.84%-174.52%的业绩催化，直接刺激资金流入。当日主力资金净流入1.6亿元，但次日转为净流出2956万元，杠杆资金博弈加剧波动。...

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