财通证券：原料药板块有望周期性回升创新链驱动第二增长曲线

智通财经02-03

智通财经APP获悉，财通证券发布研报称，化学原料药PPI长期承压，行业经历低谷。随着上游成本上涨、政策驱动出清，以及GLP-1口服小分子、小核酸等新药产业化趋势成熟，头部原料药企业凭借卡位MNC供应链的核心优势，有望从周期股转向创新产业链，开启第二增长曲线。财通证券主要观点如下：化学原料药PPI指数长期承压过去几年，原料药行业经历了艰难时期。各类产品价格下跌，其中沙坦类、肝素类、动保类等价格已跌至...

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财通证券：原料药板块有望周期性回升 创新链驱动第二增长曲线

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财通证券：原料药板块有望周期性回升创新链驱动第二增长曲线