广发证券：国内投融资研发需求修复关注制药板块左侧布局机会

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智通财经APP获悉，广发证券发布研报称，国内研发需求端边际改善，创新药出海BD带动研发积极性回升，国内研发订单需求增长，行业价格自2023年降价后已见底企稳，部分领域略有回升，预计2026年整个CRO板块将迎来更好的业绩增长。CDMO行业业绩已触底回升，基于新签订单及新分子的旺盛研发需求，各公司2026年有望延续业绩优秀增长的趋势。此外，原料药行业短期仍处于价格底部+供给过剩的调整阶段，传统品种...

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广发证券：国内投融资研发需求修复 关注制药板块左侧布局机会

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广发证券：国内投融资研发需求修复关注制药板块左侧布局机会