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港A兩地CXO板塊連續第二日反彈 估值底部顯現+利好不斷
格隆匯2月15日丨延續昨日反彈態勢,CXO板塊今日盤中繼續上漲。A股誠達藥業20cm漲停,博騰股份漲超10%,昭衍新藥漲停,美迪西、凱萊英漲超8%,藥明康德和康龍化成漲超7%,泰格醫藥漲超3%;港股金斯瑞和藥明康德漲超9%,昭衍新藥漲超8%,藥明生物、方達控股漲超7%,泰格醫藥、康龍化成漲超6%。CXO板塊近日迎來多重利好。2月11日,博騰股份公吿與輝瑞新簽訂6.81億美金訂單,根據訂單體量機構預計可能為輝瑞新冠治療藥物相關CDMO訂單。2月12日CDE官網公佈附條件批准輝瑞公司新冠病毒治療藥物奈瑪特韋片/利托那韋片組合包裝(即Paxlovid)進口註冊。進行新冠治療藥物及CDMO供應鏈持續迎來重磅利好。另外,2月13日泰格醫藥公吿將以不高於120.00元/股回購2.5億-5億公司股票,用於後期實施A股股權激勵計劃或A股員工持股計劃。浙商證券認為,CXO板塊在此前的持續下跌後,估值底部逐步顯現,目前CXO板塊普遍處於歷史估值底部,在外部利好催化不斷,內部經營質量和海外大客户認可度持續提升前景下,看好CXO行情。

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