固生堂:中医诊疗龙头 名医驱动锁定成长确定性

浙商证券
17 Feb

投资要点核心推荐逻辑:中医连锁诊疗龙头,名医驱动锁定成长确定性。赛道β和公司α怎么看?赛道β:亚健康问题+老龄化驱动,中医诊疗需求持续景气。在老龄化加剧、慢性病常发、亚健康人群扩大等背景下,中医以中药、针灸、推拿、拔罐等为主要治疗手段,较西医可提供较为长期且温和的调理型解决方案,叠加国家多项政策支持中医行业发展,近年中医行业 需求持续景气。18-23 年全国中医诊疗人次从10.7 亿提升至15.4...

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