医药生物行业周报(6月第2周):药品耗材集采有望优化

世纪证券
16 Jun

行业观点:1) 周度回顾。上周(6 月8 日-6 月13 日)医药生物板块收涨1.4%,跑赢Wind 全A(-0.27%)和沪深300(-0.25%),板块乐观情绪延续。从板块来看,医疗研发外包(4.76%)、化学制剂(4.04%)和其他生物制品(2.99%)涨幅居前,疫苗(-3.34%)、线下药店(-2.53%)和医院(-1.04%)跌幅居前。从个股来看,易明医药(38.5%)、赛升药业(...

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