7月3日|光大证券研究所医药行业首席分析师王明瑞在中国证券报“中证点金汇”直播间表示,下半年医药板块投资可重点关注三大方向。一是创新产业链。国内创新产业链的上行周期以年为维度展开,可以持续关注此方向。二是契合群众需求扩容的消费医疗方向。随着人口结构变化和疾病谱的变化,群众的医疗需求会持续扩容。例如婴儿潮一代人即将步入退休阶段,其退休后对医疗消费的需求会上升。可以关注匹配内需扩容的方向,如家用...
Source Link7月3日|光大证券研究所医药行业首席分析师王明瑞在中国证券报“中证点金汇”直播间表示,下半年医药板块投资可重点关注三大方向。一是创新产业链。国内创新产业链的上行周期以年为维度展开,可以持续关注此方向。二是契合群众需求扩容的消费医疗方向。随着人口结构变化和疾病谱的变化,群众的医疗需求会持续扩容。例如婴儿潮一代人即将步入退休阶段,其退休后对医疗消费的需求会上升。可以关注匹配内需扩容的方向,如家用...
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