分析：创新药关注点转向利润兑现
2026-07-10 00:41:45
据中证报报道，近期A股创新药板块在经历一轮强劲反弹后出现短期调整，7月9日企稳回升；港股创新药同步走强，板块回购潮持续升温。据36氪报道，产业层面中国创新药出海延续高增态势，BD合作从单一授权向共同开发、利润共享升级，CXO产业链需求回暖与供给出清并行。分析人士称，板块核心关注点正从“能否出海”转向“商业化利润能否兑现”，优质创新药企估值进入具备吸引力的配置区间。
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