5月9日,国泰海通证券发表研究报告称,2024年及2025年第一季度医药各细分板块业绩表现分化,创新药带动制药板块景气度持续向上,多个细分板块有望迎来拐点,持续推荐创新药等主线。2024年及2025年第一季度医药各细分板块业绩表现分化。2024年医药板块整体收入同比下滑1.5%,归母净利润同比下滑12.5%;从具体板块来看,医疗耗材、化学制剂、血液制品表现较好,其中医疗耗材收入、归母净利润分别同比...
Source Link5月9日,国泰海通证券发表研究报告称,2024年及2025年第一季度医药各细分板块业绩表现分化,创新药带动制药板块景气度持续向上,多个细分板块有望迎来拐点,持续推荐创新药等主线。2024年及2025年第一季度医药各细分板块业绩表现分化。2024年医药板块整体收入同比下滑1.5%,归母净利润同比下滑12.5%;从具体板块来看,医疗耗材、化学制剂、血液制品表现较好,其中医疗耗材收入、归母净利润分别同比...
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