医药生物行业周报:关注海外地缘扰动,坚定看好国内创新产业链发展

东海证券
Sep 15, 2025

(以下内容从东海证券《医药生物行业周报:关注海外地缘扰动,坚定看好国内创新产业链发展》研报附件原文摘录)投资要点:市场表现:上周(09月08日-09月12日)医药生物板块整体下跌0.36%,在申万31个行业中排第29位,跑输沪深300指数1.74个百分点。当前医药生物板块PE估值为31.72倍,处于历史中低位水平,相对于沪深300的估值溢价为137%。子板块涨幅前三的为医疗器械(申万)、医药商业(...

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