中信证券近期研报指出国家医保局启动商保创新药目录调整工作标志着商保创新药目录进入实质性落地阶段。医疗健康产业有望迎来戴维斯双击估值体系有望重塑。建议持续关注商保发展带来的三条投资主线：一是创新药械；二是商保综合服务提供商；三是差异化医疗终端；建议关注思派健康以及上海医药旗下的镁信健康。中信证券认为2023年-2030年商业健康险对创新药械支付额有望从73亿元增长至1262亿元CAGR为50.3%。
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