金吾财讯 | 创新药概念午后翻红，临近收盘，云顶新耀(01952)升6.58%，同源康医药-B(02410)涨2.84%，石药集团(01093)升2.45%，药明生物(02269)升1.62%，恒瑞医药(01276)升1.06%，和黄医药(00013)升0.99%。12月13日，全国医疗保障工作会议在北京召开。会议提出，要发挥医保战略购买作用，支持医药产业创新发展。支持引导医药产业良性竞争、差异化创新发展。深入落实《支持创新药高质量发展若干措施》，提高创新药多元支付能力。开展新批次国家组织药品集采和高值医用耗材集采。继续推进中成药、中药饮片全国联盟采购。基本实现国家组织集采中选药品耗材直接结算并积极稳妥地扩大至其他产品，提高企业回款效率。发挥好中国药品价格登记系统多元价格发现功能，助力中国医药产业“走出去”。万联证券认为，未来国家医保局通过优化医保支付结算机制、支持商业健康保险发展、发挥医保战略购买作用和积极推进医保科学化等多措并举，将推动医药生物行业高质量发展，促进创新药产业发展。
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