A股、港股医药股今日大涨，这些利好因素在刺激

第一财经01-13

1月13日上午，A股以及港股的医药股集体出现走强趋势。截至上午10点45分之际，A股中的生物医药板块有四成多的个股出现上涨，包括康乐卫士（920575.BJ）、泓博医药（301230.SZ）、荣昌生物（688331.SH）等个股涨幅超过15%；港股主板的医疗保健板块，也有一半以上的个股出现上涨，药明巨诺（02126.HK）、基石药业（02616.HK）、瑞科生物（02179.HK）、荣昌生物（...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113113932a4bcec89&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月13日上午，A股以及港股的医药股集体出现走强趋势。截至上午10点45分之际，A股中的生物医药板块有四成多的个股出现上涨，包括康乐卫士（920575.BJ）、泓博医药（301230.SZ）、荣昌生物（688331.SH）等个股涨幅超过15%；港股主板的医疗保健板块，也有一半以上的个股出现上涨，药明巨诺（02126.HK）、基石药业（02616.HK）、瑞科生物（02179.HK）、荣昌生物（...</p>\n\n<a 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(dist)","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC"},"translate_title":"A-shares and Hong Kong pharmaceutical stocks rose sharply today, these positive factors are stimulating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02179":1,"09995":1,"02616":1,"02126":1,"01541":1,"02269":1,"09939":0.69},"content_text":"1月13日上午，A股以及港股的医药股集体出现走强趋势。截至上午10点45分之际，A股中的生物医药板块有四成多的个股出现上涨，包括康乐卫士（920575.BJ）、泓博医药（301230.SZ）、荣昌生物（688331.SH）等个股涨幅超过15%；港股主板的医疗保健板块，也有一半以上的个股出现上涨，药明巨诺（02126.HK）、基石药业（02616.HK）、瑞科生物（02179.HK）、荣昌生物（09995.HK）等个股涨幅超过8%。两地医药股活跃背后，一年一度的摩根大通全球医疗健康大会正在美国旧金山召开，该会议聚焦生物技术、生物制药等六大领域。作为全球规模最大、信息最密集的医疗投融资与合作盛会，可以洞察全球医药生物产业发展的最新动态与最新预期。自去年开始，中国创新药逐渐成为全球生物制药行业的中坚力量，来自中国的声音也是大会的焦点之一，多家中国药企也将在大会上进行演讲。从以往看，该大会召开期间，全球创新药领域的并购、对外授权动作表现活跃，同样，在本次大会，市场也在期待今年达成的新交易。当前，已有重磅对外授权交易揭晓。1月12日晚间，中国生物医药企业荣昌生物宣布，与艾伯维达成一笔总金额高达56亿美元的授权合作。荣昌生物将PD-1/VEGF双抗药物授权给艾伯维，拿到的首付款也高达6.5亿美元。这笔交易刺激了A股、港股市场中的一些双抗概念股股价大涨，1月13日上午，宜明昂科（01541.HK）港股股价盘中涨幅一度超过10.10%；三生国健（688336.SH)A股股价涨幅也超过4%。创新药对外授权不仅成为创新药企融资、收入来源之一，而且也有可能带动医药外包公司订单金额增加。同样，A股以及港股的医药外包股齐齐出现股价大涨局面，如药明康德A股跟港股上午盘中股价涨幅超过6%；药明生物股价涨幅也超过5%。整体看，截至1月13日上午十点半左右，A股的医药外包（CXO）板块指数涨幅超过5%。药明康德（603259.SH、02359.HK）与药明生物（02269.HK）两家企业也在同时释放利好。药明康德已第三度上调该公司去年全年营收预期；药明生物也表示，对2026年保持增长动能充满信心，并对未来前景保持乐观。中信建投证券在近期发表的一篇JPM2026前瞻报告中表示看好中国企业技术突破和国际化机会。中信建投证券认为，国内上市药企正迎来创新收获期，呈现“自主研发+海外BD”双轮驱动格局。整体看，中国药企从“单一市场驱动”转向“全球价值创造”，中国CXO成为全球医药创新重要“卖水人”，通过技术平台迭代与全球化产能投放，深度绑定海外Big Pharma（大药业）与Biotech（生物科技企业），成为中国创新药走向世界的基础设施提供者。海外MNC（跨国药企）在肿瘤、代谢、免疫领域展开新一轮竞赛，发达市场从单一靶点竞争转向平台化、组合化创新，为中国企业合作与差异化突破创造机遇。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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