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港股異動丨創新藥概念多數繼續走高 華昊中天醫藥再度大漲23% 3日漲幅翻逾一倍
港股創新藥概念股多數繼續走強,其中,華昊中天醫藥再度大漲23.55%領銜,且3日連漲超120%,康方生物漲5.66%,雲頂新耀、恆瑞醫藥、藥明合聯、中國生物製藥、藥明康德、復星醫藥等跟漲。消息上,7月1日,國家醫保局、國家衛生健康委聯合印發《支持創新藥高質量發展的若幹措施》聚焦我國創新藥發展面臨的突出問題,提出5方面16條措施,旨在從研發、市場準入、支付到臨牀應用構建全鏈條支持創新藥發展體系。其中,《若幹措施》提出的增設商業健康保險創新藥目錄、支持醫保數據用於創新藥研發等舉措,被視爲破解行業“支付瓶頸”“同質化競爭”的關鍵政策突破。有分析稱,政策通過“研發賦能+支付改革+臨牀應用優化+國際化支持”的全鏈條支持,將顯著提升中國創新藥的研發效率、市場準入速度和商業回報能力。2024-2025年是中國創新藥政策紅利集中釋放期,從研發到支付、從國內到國際的全方位支持,將推動行業進入高質量發展新階段。未來,隨着AI技術應用、國際化佈局深化及支付體系完善,中國創新藥有望在全球市場佔據更重要的地位。(格隆匯)

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