9月30日，A股医药板块延续强势表现，生物制品和医疗服务板块成为市场亮点。1截至当日收盘，生物制品板块上涨4.53%，9月累计涨幅超9%；医疗服务板块上涨3.09%，9月累计涨幅超11%。1其中，康希诺、三元基因、百普赛斯、近岸蛋白、义翘神州等个股当日股价均涨超10%。1
医药行业上市公司业绩增长成为板块上升的重要支撑。12026年二季度，A股医药行业上市公司归母净利润同比增长15.3%，创新药板块营业收入同比增长51.3%。1银华基金基金经理马君认为，中国创新药产业正处于商业化驱动和国际市场销售放量的关键阶段。1
整体市场方面，沪深两市成交总额约14380亿元人民币。1上证指数报3842点，涨幅0.31%；深证成指报12887点，跌幅0.11%；创业板指报3135点，跌幅0.23%。1
China's A-share pharmaceutical sector outperformed the broader market in September, with multiple subsectors posting substantial gains.1 As of the September 30 market close, the biologics products board surged 4.53% that day, bringing its monthly cumulative gain to over 9%, while the medical services sector climbed 3.09% on the final trading day and accumulated gains exceeding 11% for the month.1 Several individual stocks within these sectors demonstrated particularly robust performance, with Cansino Biologics, Trinomab Gene, Biopharma Precision Medicine, Nearshore Protein, and Anji Pharmatech all recording single-day gains above 10%.1
The momentum reflects developments in China's innovative drug sector. The innovative pharmaceuticals sector reported second-quarter operating revenue growth of 51.3% year-over-year, substantially outpacing broader industry metrics—the pharmaceutical industry's consolidated parent company net profit expanded 15.3% year-over-year during the same period.1 Fund managers attribute this trajectory to an industry shift. Silver China Fund manager Ma Jun observed that China's innovative pharmaceutical sector is transitioning from a research-and-development-driven model toward a commercialization-driven paradigm, positioning the industry to capitalize on international market expansion opportunities.1
The broader A-share market remained largely flat on the day.1 The Shanghai Composite Index closed at 3,842 points with a modest 0.31% gain, while the Shenzhen Component Index declined 0.11% to 12,887 points and the ChiNext Index fell 0.23% to 3,135 points, reflecting the relative strength of the pharmaceutical sector's outperformance.1 Total trading volume across Shanghai and Shenzhen exchanges reached approximately 143.8 billion yuan.1
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