医药健康行业研究:中药国采预计整体影响有限,拐点将至关注左侧优质资产

国金证券
Nov 09

(以下内容从国金证券《医药健康行业研究:中药国采预计整体影响有限,拐点将至关注左侧优质资产》研报附件原文摘录)投资逻辑上周创新药板块有所回调,主要是短期无重大催化剂,同时市场等待12月初即将披露的医保谈判结果落地。全国中成药联盟第四批集采目录公布,我们预计对中药上市公司整体影响有限,此前市场的担忧有望得以缓解。我们认为中药板块院外、院内都存在积极变化,有望迎来拐点。院外,根据国家疾控中心数据,近期...

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