焦点板块及个股 | 集采优化;饮料行业;恩智浦;SK海力士

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Jul 25, 2025

2025国采/国谈:集采政策优化,支持创新发展2025年以来政府多次提出优化药品集采、支持创新药等相关政策,同时商保创新药目录出台在即,医药政策环境向好。第十一批国家药品集采开始药品信息填报工作,我们认为第十一批国家药品集采规则和价格降幅有望得到优化,反内卷不再锚定最低价,严格管控质量,科学选择集采品种。2025年国家基本医保目录和商业健康保险创新药品目录调整启动,本次国谈最大的变化便是增设了商保...

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