创新药出海加速，带动CXO景气度回升

云掌财经02-12

2026年中国创新药延续凶猛的出海BD势头。据医药魔方统计，1月份创新药BD交易潜在最高总金额就已超332亿美元，较2025年同期的223亿美元增长48.8%。华兴证券发布研报称，创新药投资、研发的日益活跃，对临床CRO、SMO等外包需求、订单加速恢复，为CXO行业景气度回升提供保障。截至发稿，药明康德、昭衍新药等板块相关个股均涨超2%。在基本面上，CXO景气度提升可以在龙头业绩上看到端倪。根据...

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