中国医药步入黄金时代

证券市场周刊09-01

七月以来，A股生物医药板块迅速走强。与前几次创新药一枝独秀不同，本轮行情呈现创新药与CXO“双星闪耀”态势，多只个股创近五年股价新高。这得益于企业基本面改善、估值修复、地缘风险缓释及政策利好的叠加。　　中国生物医药产业正从“估值洼地”向“价值输出地”转型，部分深耕国际化赛道的企业获资本市场认可，二级市场表现亮眼，如百花医药与汉森制药分别实现七连板和五连板；CXO龙头药明康德（后复权）股价创历史新高...

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