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加沙内战

创新药猛攻，高纯度+高弹性标的——港股通创新药ETF（520880）摸高4．6%！机构：国际化提速打开成长空间_蜘蛛资讯网

广州 10万亿存款之城

药行业国内市场空间广阔，以2024年69家A股、港股Biotech公司924.3亿元营收为基础，假设未来6年复合增速30%，2030年营收有望达4460亿元，对应13380-22300亿元估值。海外市场方面，截至2025年6月国内创新药海外授权交易累计合同金额达1938亿元，保守估算有望贡献145亿美元销售分成，对应10175-20349亿元估值。当前板块市值31023亿元已基本反映中性预期下的估

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