医药行业2025年11月第三周周报:持续推荐创新药械产业链

国泰海通证券
Nov 23, 2025

本报告导读:持续推荐创新药械及产业链。投资要点:持续推荐创新 药械及产业链。创新药高景气,持续推荐价值有望迎来重估的Pharma,维持恒瑞医药、翰森制药、三生制药、科伦药业、恩华药业增持评级;持续推荐创新管线逐步兑现、业绩进入放量期的Biopharma/ Biotech,维持科伦博泰生物、百济神州、百利天恒、映恩生物、京新药业、特宝生物、我武生物、艾力斯增持评级,相关标的:信达生物;推荐受益创新,...

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