中金医药11月组合:CXO需求复苏 关注商保改革

中金公司
Nov 04

行业动态行业近况过去一个月,医药板块指数下跌1.8%,上证综指上涨1.9%,深证成指下跌1.1%,创业板指下跌1.6%。从子板块看,化学制药下跌1.3%,医疗器械下跌3.6%,医疗服务下跌4.1%,中药上涨1.3%,医药商业上涨2.8%,生物制品下跌1.9%。评论创新药板块阶段性回调,看好产业发展趋势。受ESMO 会议相关催化预期落地,25 年临近年底BD 预期验证等因素影响,进入9 月后创新药指...

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