医药行业周报:中药、生物制品、测序及医药商业行业观点更新

中信建投证券
Aug 10

核心观点:1)中药:基数压力逐步缓解,看好下半年经营改善;关注十五五规划落地,有望带来长期增长预期;积极布局创新转型,构建第二增长曲线。2)疫苗:建议关注产品销售改善、创新管线进展及股权变更进展。3)血制品:关注产品价格变化及集采进展,浆站拓展及并购整合值得期待。4)测序:上游温和复苏,有望重回增长轨道;下游多领域催化丰富。5)药店:25年行业温和恢复,开启差异化发展路线。6)医药流通:边际改善,...

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