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BTD CAPITAL FUND

29.82

0.0000

成交量：- -

成交额：- -

市值：119.28万

市盈率：- -

高：29.82

开：29.82

低：29.82

收：29.82

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【中国银河证券：下半年继续看好创新药，关注器械与服务增速回升】中国银河证券指出，2025年下半年继续看好创新药，关注器械与服务增速回升。1）持续看好医药创新：下半年创新药BD预计仍将持续，国内丙类目录及商保政策有望推动估值继续提升。2）医药投融资有望复苏：二级市场繁荣有望带来一级市场投融资回升，CXO及上游景气度向好。3）医疗器械有望触底回升：招投标数据已开始回暖，以旧换新积压需求逐步释放。4）医疗服务增速有望迎拐点：全国DRG/DIP支付改革实现统筹区及符合条件医疗机构全覆盖，眼科领域复苏信号显现。5）医药消费静待复苏：观察国内刺激消费政策效果，预期有利于医药消费复苏，渠道库存出清、终端需求回暖。投资建议上，2025年医药创新药板块估值修复显著，下半年有望带动其他板块回暖，我们看好创新药产业链、细分行业龙头，关注医药消费复苏。

中国银河证券指出2025年下半年继续看好创新药关注器械与服务增速回升。1）持续看好医药创新：下半年创新药BD预计仍将持续

6月4日DRG/DIP概念上涨0.04%，板块个股ST易联众、迪安诊断涨幅居前

Synthetix和Derive共同取消价值2700万美元的收购协议

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