异动解读 | 中国生物制药盘中大涨6.07%,流感季来临带动医药股走强

异动解读
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中国生物制药(01177)今日盘中大涨6.07%,引发市场关注。与此同时,多只医药股也呈现上涨态势,百济神州(06160)涨6.68%,三生制药(01530)涨6.00%,信达生物(01801)涨5.05%,科伦博泰生物-B(06990)涨3.10%,先声药业(02096)涨2.91%。

此轮医药股走强与即将到来的流感季密切相关。国家疾控局在新闻发布会上预计,今年秋冬季我国流感疫情高峰可能出现在12月中下旬和1月初。中国疾病预防控制中心最新发布的流感监测周报显示,南方省份流感活动上升,北方大部分省份也呈上升趋势。全国共报告347起流感样病例暴发疫情,其中大部分为A(H3N2)型流感。目前,我国已进入呼吸道传染病高发季节,疫情总体呈上升趋势,流感活动正逐步进入快速上升阶段。

分析人士认为,随着流感季的来临,相关药品需求可能会显著增加,这将直接利好包括中国生物制药在内的医药企业。此外,中金公司发布研报指出,中国创新药企出海趋势明确,药品先行,器械等领域也具备潜力。在创新药发展及投融资环境改善的背景下,医药行业正迎来新一轮发展机遇。投资者对医药板块的前景持乐观态度,推动相关个股股价上涨。

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