港、A两地医药板块集体走强，10余只股票涨停
根据Wind数据显示，4月9日，港股盘面，医药板块股票集体走强，方大控股领涨8.48%，华润医药上涨7.74%，微亚生物、微创医疗、为高股份、石药集团等纷纷大涨超4%。
来源：Wind
A股方面，盘中理邦仪器、景峰医药等多只医药股涨停，仙琚制药大涨8.13%，生产呼吸机设备的鱼跃医疗大涨6.38%，受益莲花清瘟爆卖的以岭药业也上涨超6%。
来源：Wind
港、A两地市场，医药股同时大涨，有分析人士认为主要还是受海外疫情不断扩散的影响，加大力度防控疫情和加快研发疫苗仍是当前抗疫的重中之重。截止最新数据，美国新冠肺炎病毒新增确诊32153人，累计确诊数已达到432132人；法国死亡人数超1万，成为全球第四个死亡人数过万的国家。
来源：新浪
近期多有报道显示，国内的疫情物资出口量快速提升，对此，多家机构也对一周来医药行业发展的情况发表了观点。
上海证券提到，近日，市场监管局发布新版《药品注册管理办法》，修订内容中提到将落实药物上市许可持有人制度，并设立四个加快通道，提速新药审批，进一步充实了鼓励药物创新的内容，提高了药品可及性，推动创新药行业发展， 建议关注具备丰富在研管线的创新药企业以及创新药研发服务商。
川财证券认为，随着疫情的不断扩散，疫情有关的高端器械、体外诊断产品、及高值耗材有望迎来高速发展机遇。尤其是与疫情相关的核酸检测、PCR检测、消毒感控、呼吸机等产品需求激增，建议关注鱼跃医疗、万孚生物等。
广证恒生证券研报指出，一周来，海外疫情持续加重，上市公司也陆续公布2019年度报告，预计一季度国内大部分医药制造企业物流、生产、营销、临床研发、以及服务性企业经营层面受到国内一季度疫情管控，员工复工缓慢影响业绩，建议投资者重点精选一季度主营受益于疫情需求激增，业绩有望超预期的企业。除此之外，中药板块产业大环境持续优化，细分领域龙头性价比突出，看好配方颗粒龙头中国中药（0570.hk）、OTC贴膏剂龙头羚锐制药（600285），有望受益营销加强&主产品涨价；以岭药业（002603）主产品莲花清瘟胶囊受益疫情爆发大卖。
除疫情相关领域值得关注之外，近来，医药研发外包行业也成为市场热点。据悉今日大涨的港股方达控股（1521.HK）也在中国及北美开展CRO业务，公司在3月30日公布的业绩显示，2019年纯利增长64％，中国区业务2016年至2019年的年复合增长率约57%。
援引中国医药网的消息，受不断增加的医药研发支出，以及不断提高的研发效率需求推动，CRO行业基本覆盖了从药物发现、临床到生产的全过程，并已经成为医药研发产业链的中坚力量。
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