智通财经APP获悉,国金证券发布研报称,2025H1部分左侧板块如眼科、齿科、药店等景气度有所改善,同时2024年业绩基数前高后低,基数压力逐季度下降;中药公司院外库存持续消化,中成药集采多地已公布执行时间,中选产品院内有望逐步进入放量期,整体业绩表现有望向好。看好2025年下半年上述左侧板块业绩端呈改善趋势,景气度有望上行。重点标的:爱尔眼科(300015.SZ)、上海医药(601607.SH,...
Source Link智通财经APP获悉,国金证券发布研报称,2025H1部分左侧板块如眼科、齿科、药店等景气度有所改善,同时2024年业绩基数前高后低,基数压力逐季度下降;中药公司院外库存持续消化,中成药集采多地已公布执行时间,中选产品院内有望逐步进入放量期,整体业绩表现有望向好。看好2025年下半年上述左侧板块业绩端呈改善趋势,景气度有望上行。重点标的:爱尔眼科(300015.SZ)、上海医药(601607.SH,...
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