金吾财讯 | 医药股普升，脑动极光-B(06681)涨31.47%，佰泽医疗(02609)涨26.32%，药捷安康-B(02617)涨14.18%，MIRXES-B(02629)涨9.73%，映恩生物-B(09606)涨6.79%，复星医药(02196)涨4.99%，药明生物(02269)涨4.66%，药明合联(02268)涨3.85%，石药集团(01093)涨3.77%。消息面上，中信里昂发报告指，尽管中国领先的医药分销商的中期业绩在2025年上半年尚未出现转盈，不过对于该行业的结构性乐观主要因为一下一些因素，包括：1)内地医保支出很有可能放松；2)带量采购或有优化，主要是因为医疗行业潜在的反内卷措施；3)医保基金现金直付能力增强；4)国内减息周期将协助分销商改善财务杠杆。中信里昂上调国药控股(01099)目标价22.5%，从20港元升至24.5港元，同时为行业首选。将上海医药(02607)H股目标价上调15.4%，从12.3港元升至14.2港元。不过下调华润医药(03320)目标价5.1%，从5.9港元降至5.6港元。对于上述公司均维持“跑赢大市”评级。
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