国泰海通医药2026年1月月报:景气延续 持续重点推荐创新药械产业链

国泰海通证券
Jan 04

本报告导读:继续推荐创新药械及产业链。投资要点:继续推荐创新 药械及产业链。维持以下A 股标的增持评级:恒瑞医药、科伦药业、华东医药、恩华药业、特宝生物、京新药业、益方生物、药明康德、泰格医药、乐普医疗、联影医疗、微电生理,并将上述标的纳入国泰海通医药2026 年1 月月度组合。维持以下H股标的增持评级:翰森制药、三生制药、科伦博泰生物、康方生物、映恩生物,百济神州、相关标的:信达生物、药明康德。...

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