港股异动 | CRO概念股尾盘快速拉升 政府工作报告首提“创新药” 机构称短期波动不改长期基本面逻辑
CRO概念股尾盘快速拉升，截至发稿，药明生物(022269)涨8.57%，报21.65港元；药明康德(02359)涨4.97%，报57港元；凯莱英(06821)涨3.83%，报71.85港元；康龙化成(03759)涨3.33%，报11.16港元。
消息面上，国务院总理李强5日在政府工作报告中介绍今年政府工作任务时提出，大力推进现代化产业体系建设，加快发展新质生产力。其中，在“积极培育新兴产业和未来产业”方面，政府工作报告明确，要加快创新药等产业发展，积极打造生物制造等新增长引擎。值得注意的是，这是“创新药”一词首次进入政府工作报告，或将推动更多本土药企加大投入发力创新。
中信证券此前指出，中国CXO企业已深度嵌入全球生物医药产业链，赋能全球新药的研发与生产，与全球药企客户实现共赢，造福于患者。短期海外政策的波动并不影响中国CXO企业的长期基本面逻辑，仍看好全球CRDMO龙头的卓越地位，预计未来将继续保持稳健发展。
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