招银国际：料创新药出海趋势长期将延续推荐买入中生制药、药明合联等

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招银国际发布研报称，MSCI中国医疗指数今年初至今累计上涨11.8%，跑赢MSCI中国指数9.1%。医药行业显著上涨，主要由于去年第四季度行业回调消化了估值，年初机构投资者的配置意愿较强。展望2026年，创新药出海趋势长期将延续，该行将重点关注已出海管线的临床进展与数据兑现的核心催化。　　招银国际估计，目前中国专利药的市场规模约为3,000亿至4,000亿人民币，占中国全部药品销售额比例约为25%...

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招银国际：料创新药出海趋势长期将延续 推荐买入中生制药、药明合联等

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招银国际：料创新药出海趋势长期将延续推荐买入中生制药、药明合联等