全球医药行业正经历一场深度重构,1400余家中美上市主体撑起7.35万亿美元市值,行业呈现出鲜明的发展特征与格局变化。未来几十年,医药行业会成为中国最重要的支柱产业之一。那么,作为投资人,该如何参与?01格局演变:疫情扰动与长期赛道的逻辑切换对比3-5年前,当前的全球药企竞争格局已完成一轮深度洗牌。新冠疫情期间,疫情相关产品的爆发式需求曾短暂重塑头部阵营。比如辉瑞因新冠疫苗与口服药的放量一度冲进...
Source Link全球医药行业正经历一场深度重构,1400余家中美上市主体撑起7.35万亿美元市值,行业呈现出鲜明的发展特征与格局变化。未来几十年,医药行业会成为中国最重要的支柱产业之一。那么,作为投资人,该如何参与?01格局演变:疫情扰动与长期赛道的逻辑切换对比3-5年前,当前的全球药企竞争格局已完成一轮深度洗牌。新冠疫情期间,疫情相关产品的爆发式需求曾短暂重塑头部阵营。比如辉瑞因新冠疫苗与口服药的放量一度冲进...
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