【开源证券:医药板块首选创新药,关注消费复苏】开源证券研报表示,2025年,医药产业创新发展全力推进,并明确提出优化药品集采,医药政策稳中向好。同时,老龄化背景下未满足的临床需求快速增长、企业创新能力不断提升等长期产业趋势未曾变化,后续随着创新药驱动制药板块新周期、医疗合规常态化及消费医疗逐步回暖,医药板块有望重回稳定增长。展望2025年下半年,开源证券认为,首选创新药,关注消费复苏。

金融界
26 May
开源证券研报表示,2025年,医药产业创新发展全力推进,并明确提出优化药品集采,医药政策稳中向好。同时,老龄化背景下未满足的临床需求快速增长、企业创新能力不断提升等长期产业趋势未曾变化,后续随着创新药驱动制药板块新周期、医疗合规常态化及消费医疗逐步回暖,医药板块有望重回稳定增长。展望2025年下半年,开源证券认为,首选创新药,关注消费复苏。

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