重磅事件落地!商业化+出海提速,板块调整后弹性更突出

浙商证券融资融券
Dec 10, 2025

以下内容由博览财经提供,不代表浙商证券认同或赞成其观点、不构成任何投资建议;据此操作,盈亏自负;市场有风险,投资需谨慎。创新药迎催化:国家医保局发布了《商业健康保险创新药品目录(2025年)》(以下简称商保创新药目录),提出多项利于商保创新药目录内药品放量的措施。与此同时,机构普遍看好创新药板块估值修复潜力,逻辑在于:(1)商保创新药目录发布,持续拓宽医保支付端空间;(2)出海已成趋势,中国或重新...

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