(以下内容从上海证券《医药生物行业2026年度策略报告:多元支付启新程,掘金广阔蓝海》研报附件原文摘录)1.主要观点创新药械赛道:创新药板块迎商业化收获期,2025年前三季度业绩显著改善;2025Q3医疗设备招投标整体呈现大幅增长趋势;集采规则优化等。出海及授权交易:国产创新药获得跨国药企认可,License-out数量、金额瞩目;医药新消费崛起:居民健康意识明显增强,健康消费潜力巨大,市场规模...
Source Link(以下内容从上海证券《医药生物行业2026年度策略报告:多元支付启新程,掘金广阔蓝海》研报附件原文摘录)1.主要观点创新药械赛道:创新药板块迎商业化收获期,2025年前三季度业绩显著改善;2025Q3医疗设备招投标整体呈现大幅增长趋势;集采规则优化等。出海及授权交易:国产创新药获得跨国药企认可,License-out数量、金额瞩目;医药新消费崛起:居民健康意识明显增强,健康消费潜力巨大,市场规模...
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