2025年医药生物行业2024年与2025Q1医疗服务、生物制品板块业绩总结和投资展望:行业内部分化明显(附下载)

报告研究所
25 Jul

1.医疗服务:专科服务领域逆势增长,康复养老新蓝海医疗服务核心观点:专科服务领域逆势增长,康复养老新蓝海2024年, DRG/DIP支付 2.0全面落地,倒逼医院降本增效,公立医院收入承压,民营医院分化明显(龙头企业受益于合规化运营,中小机构 面临淘汰);宏观经济环境整体延续疲软,叠加人工耳蜗等高值耗材纳入集采,板块内部标的整体承压,利润端分化明显。进入2025年,老年医学科的大范围普及、AI赋能...

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