港股异动 | 康龙化成(03759)跌超8%领跌CRO概念股 行业增速变缓 宏观风险因素有待落地
CRO概念股跌幅居前，截至发稿，康龙化成(03759)跌8.35%，报8.78港元；昭衍新药(06127)跌6.59%，报8.64港元；药明康德(02359)跌6.45%，报36.8港元；泰格医药(03347)跌6.29%，报27.55港元。
消息面上，CXO龙头年报近期已相继出炉。从财报数据来看，药明康德、康龙化成的业绩实现了不同程度的增长；此外，泰格医药各项业绩指标增长稍显乏力。2023年，公司实现营业总收入73.84亿元，同比增长4.21%；归母净利润20.25亿元，同比增长0.91%；昭衍新药、凯莱英业绩则明显下降。仅从业绩表现的数字而言，行业企业集体降速。
西南证券此前指出，美联储维持高利率，医药一级投融资在宏观大背景影响下或将持续修复。1）基于目前的经济数据看，市场预测美联储或在Q2降息概率较大。生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生估值修复机会；2）头部CXO企业新冠商业化订单基本消化，地缘博弈有待落地，板块估值体系重塑在即；3）板块估值回落至历史底部，个股估值仍呈现分化。
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