医药行业2025年11月月报:Q3态势良好 持续推荐创新药械产业链

国泰海通证券
Nov 06, 2025

本报告导读:医药板块2025Q3 复苏态势良好,继续推荐创新药械及产业链。投资要点:继续推荐创新药械及产业链。维持以下A 股标的增持评级:恒瑞医药、科伦药业、华东医药、长春高新、恩华药业、药明康德、泰格医药、乐普医疗、联影医疗、惠泰医疗,相关标的:众生药业。并将上述标的纳入国泰海通医药2025 年11 月月度组合。维持以下H股标的增持评级:翰森制药、三生制药、科伦博泰生物、康方生物、映恩生物,...

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