报告摘要市场表现:2025 年8 月1 日,医药板块涨跌幅-0.01%,跑赢沪深300 指数0.50pct,涨跌幅居申万31 个子行业第15 名。各医药子行业中,医药流通(+1.86%)、体外诊断(+1.84%)、医疗耗材(+1.15%)表现居前,医疗研发外包(-2.46%)、医疗设备(-0.64%)、疫苗(-0.09%)表现居后。个股方面,日涨幅榜前3位分别为利得曼(+20.03%)、维康药业(...
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