Group 1 - CRO concept stocks experienced a rapid increase in the afternoon, with WuXi Biologics (02269) rising by 4.94% to HKD 32.28, Kintor Pharmaceutical (01548) up by 3.8% to HKD 15.01, WuXi AppTec (02359) increasing by 2.62% to HKD 99.95, and Tigermed (03347) gaining 1.22% to HKD 38.04 [1] - WuXi Biologics announced a strategic cooperation memorandum with the Qatar Free Zones Authority (QFZ) on December 2, aiming to expand its global service network and professional capabilities into the Middle East, establishing its first integrated CRDMO center in the Qatar Free Zone [1] - According to a report from CMB International, the overall orders and performance of the CXO sector are expected to recover significantly by 2025, driven by improved financing conditions and an outbound trend, with the sector likely to maintain rapid performance growth in 2026 [1] Group 2 - The report highlights that despite the positive outlook, the industry may face challenges due to tightening drug-related regulations in the U.S. and increasing difficulties in new drug development, indicating that industry consolidation may just be beginning [1] - The long-term certainty of leading players in high-growth sectors is emphasized, suggesting that there will be a continued elimination of outdated capacity and companies in the industry [1]
港股异动 | CRO概念股午后快速拉升 药明生物(02269)涨超7% 机构建议关注行业整合趋势