金吾财讯 | 中信建投证券研究认为:1)中药:板块本周跑赢大盘及医药指数。市场关注呼吸道疾病发病率、基药目录等进展;除此市场持续关注“四同药品”价格专项治理、中成药集采等外部政策环境变化等带来的影响。2)生物制品:板块本周跑输医药指数及大盘。本周板块跟随医药行业整体回调,考虑主要与资金因素有关。3)医药商业:板块本周跑输申万医药,跑赢大盘。药店板块主要关注5月同店数据;流通板块关注院内合规及红利标的。
金吾财讯 | 中信建投证券研究认为:1)中药:板块本周跑赢大盘及医药指数。市场关注呼吸道疾病发病率、基药目录等进展;除此市场持续关注“四同药品”价格专项治理、中成药集采等外部政策环境变化等带来的影响。2)生物制品:板块本周跑输医药指数及大盘。本周板块跟随医药行业整体回调,考虑主要与资金因素有关。3)医药商业:板块本周跑输申万医药,跑赢大盘。药店板块主要关注5月同店数据;流通板块关注院内合规及红利标的。
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