医药2025年三季报总结:Q3震荡调整 配置性价比已现

中邮证券
Nov 02, 2025

医药2025Q3:Q3震荡调整,配置性价比已现2025至今医药板块震荡上行。2025Q2受关税影响深度调整,关税阴影解除后受创新药出海预期影响震荡上行。医药板块估值溢价率为268.64%,达到历史74.00%分位,高于历史平均溢价率237.04%,处于2010年以来的相对中位,Q3有所回落。25Q3医药主题基金规模创新高,各板块行业龙头地位稳固。行业数据方面,我国基本医保基金收支稳健增长,在医药...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10