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A股異動丨創新藥概念股持續強勢,常山藥業創歷史新高
延續近期強勢,A股市場創新藥概念股再度走強,創新藥板塊指數目前已創出歷史新高。個股中,星昊醫藥漲超25%創2018年1月以來新高,睿智醫藥20CM漲停,常山藥業觸及漲停且創歷史新高,舒泰神漲超12%,海創藥業創2023年7月以來新高,羅欣藥業、昂利康、衆生藥業10CM漲停,匯宇製藥、百利天恆、盟科藥業、萬邦醫藥、苑東生物、益方生物、信立泰等跟漲。中國銀河證券研報表示,醫藥板塊經歷較長時間調整,整體估值處於較低水平,且公募持倉低配,2025年在支持引導商保發展的政策背景下,支付端有望邊際改善,創新藥械有望獲益。醫藥行情將迎來持續性修復,結構性機會依然存在,從短期和中長期確定性增長角度來選擇標的,看好創新藥產業鏈在今年持續良好表現。

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