葛兰旗下中欧医疗健康混合一季报：药明康德(603259.SH)位列第一大重仓股二季度看好创新产业链

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智通财经APP获悉，4月22日，中欧基金披露葛兰和赵磊共同管理的中欧医疗健康混合型证券投资基金2026年第1季度报告。持仓方面，中欧医疗健康混合的前十大重仓股依次为：药明康德(603259.SH)、恒瑞医药(600276.SH)、康龙化成(300759.SZ)、凯莱英(002821.SZ)、海思科(002653.SZ)、百利天恒(688506.SH)、科伦药业(002422.SZ)、信立泰(...

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href=http://www.zhitongcaijing.com/content/detail/1431729.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，4月22日，中欧基金披露葛兰和赵磊共同管理的中欧医疗健康混合型证券投资基金2026年第1季度报告。持仓方面，中欧医疗健康混合的前十大重仓股依次为：药明康德(603259.SH)、恒瑞医药(600276.SH)、康龙化成(300759.SZ)、凯莱英(002821.SZ)、海思科(002653.SZ)、百利天恒(688506.SH)、科伦药业(002422.SZ)、信立泰(...</p>\n\n<a 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相关业务也开始为企业带来新增长动力。报告指出，展望二季度，仍然最为看好创新产业链，同时关注医疗器械出海与国产替代、消费医疗的修复机会。创新药及产业链预计将延续高景气度，是二季度重点关注方向。二季度AACR、ASCO 等重磅学术会议或将成为催化创新药板块行情的重要时间节点，双多抗、ADC 等领域预计将有重要数据读出，而分子胶、小核酸、体内 CAR-T 等新兴技术平台的数据验证将持续推进。CXO 板块的景气上行趋势有望在 2 季度延续，临床前 CRO 随着需求恢复和项目价格上行，订单有望看到快速增长。CDMO 企业在外需拉动下增长确定性较强；临床 CRO 行业集中度提升，头部企业有望受益。配置上，将沿着\"技术平台领先\"与\"产业链环节景气共振\"两条线索，关注具备持续产出创新管线能力的企业以及订单增速高、业绩确定性强的 CXO 细分龙头。医疗设备领域，高端设备国产替代逻辑长期确定，但短期业绩释放速度需要跟踪招标数据。消费医疗板块的修复行情在二季度有望延续，弹性取决于消费环境改善程度与政策落地实效。AI在医疗场景的应用正处于从概念验证到商业化落地的关键期，能够将 AI 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葛兰旗下中欧医疗健康混合一季报：药明康德(603259.SH)位列第一大重仓股 二季度看好创新产业链

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葛兰旗下中欧医疗健康混合一季报：药明康德(603259.SH)位列第一大重仓股二季度看好创新产业链