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A股異動丨CRO板塊集體高開,藥明康德升近8%,美國NDAA最新版本顯示生物安全法案未被列入其中
A股市場CRO板塊集體高開,其中,睿智醫藥升超13%,百花醫藥逼近升停,藥明康德升近8%,康龍化成、美迪西、博騰股份、陽光諾和、博濟醫藥、和元生物和萬邦醫藥升超4%,泰格醫藥、凱萊英升超3%。消息面上,美國當地時間12月7日,美國國會參眾兩院軍事委員會公佈的2025財年國防授權法案(NDAA)最終協議文本顯示,生物安全法案未被列入其中。摩根士丹利稱,美國2025財年國防授權法案(NDAA)沒有生物安全法案或任何藥明系的名字,這對藥明系和其他具有重大海外收入敞口的中國CRO(合同研究組織)/CDMO(合同研發生產組織)公司是一個積極的進展。投行Jefferies也在報吿中稱,進展超出投資者預期,考慮到估值吸引力和投資者的低倉位,現在是重新審視中國CDMO公司的關鍵節點。(格隆匯)

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