港股异动 | 昭衍新药(06127)跌超6%领跌CRO概念 美联储加息可能性仍存 国内创新药仍处调整周期
CRO概念股继续走低，截至发稿，昭衍新药(06127)跌5.98%，报9.28港元；泰格医药(03347)跌5.93%，报30.15港元；康龙化成(03759)跌5.18%，报8.78港元；药明康德(02359)跌3.96%，报32.75港元。
消息面上，瑞银策略师表示，顽固的通胀和经济强劲增长提高了美联储加息而不是降息的可能性，明年利率最高可能升至6.5%。此外，近日有媒体报道，美国生物安全法案所覆盖的企业名单可能会覆盖更多的中国CRO/CDMO企业。
太平洋证券指出，国内创新药仍处调整周期，需求不振，未来从投融资到需求、订单以及业绩的好转仍需时间；创新药CXO表现不佳，整体处于行业周期底部，预计2023业绩增速仅为2.76%，未来从需求的恢复到订单的落地、业绩的改善仍需一定时间；仿制药CXO等细分领域表现亮眼，预计业绩以及订单维持30%的高增速。该行认为，海外需求将先于本土需求改善。
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