港股异动 | 生物医药股集体走强 创新药优化审批方案发布 行业有望迎来加速发展
生物医药股集体走强，截至发稿，药明合联(02268)涨8.58%，报16.7港元；药明生物(02269)涨8.57%，报11.4港元；荣昌生物(09995)涨7.24%，报14.22港元；科伦博泰生物-B(06990)涨6.9%，报156.4港元；诺诚健华(09969)涨4.39%，报4.52港元。
消息面上，7月30日，国家药监局党组书记、局长李利主持召开会议，部署创新药临床试验审评审批改革工作，审议通过《优化创新药临床试验审评审批试点工作方案》。另外，上海市人民政府办公厅日前发布《关于支持生物医药产业全链条创新发展的若干意见》，围绕研发、临床、审评审批、应用推广、产业化落地、投融资等关键环节，坚持全链条创新、全链条改革、全链条赋能。
国金证券认为，随着国家全链条支持创新药产业链等政策陆续落地，创新药行业将迎来更快速发展。该行称，在度过半年报窗口后，下半年医药行业业绩有望迎来整体性的同比改善和环比提升；考虑半年度公募基金医药配置比例较前期持续降低，该行建议，增配医药板块的黄金窗口已经打开。
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