Tiger Brokers

生物医药板块全线走低 诺诚健华（09969）跌10.48% 机构指行业需求尚未明显回暖

金吾财讯
Sep 24

金吾财讯 | 港股生物医药板块午后全线走低，截至发稿，诺诚健华（09969）跌10.48%，荣昌生物（09995）跌7.99%，复宏汉霖（02696）跌7.68%，康诺亚-B（02162）跌5.86%，再鼎医药（09688）跌5.32%，君实生物（01877）跌4.53%，金斯瑞生物科技（01548）跌4.21%，康方生物（09926）跌3.54%，科伦博泰生物（06990）跌3.11%，泰格医药（03347）跌2.35%，药明生物（02269）跌1.80%，百济神州（06160）跌1.56%，药明合联（02268）跌1.12%。消息面上，国盛证券发布研报称，医药行业需求尚未明显回暖，降本增效、费用精细化管理已成为利润端的重要支撑。药店行业经营重心逐步从门店出清转向存量提效和恢复增长，后续同店及单店盈利改善值得重点关注。传统制药收入与利润短期仍面临压力，但费用压降和现金流改善为后续盈利修复提供了一定支撑。下半年关注流感旺季带来的阶段性需求催化。该机构表示，当前南方流感样病例占比已率先抬升，北方整体仍处于相对低位，随着秋冬季到来，流感活动存在进一步上行可能。若流感景气度持续提升，感冒、止咳、咽喉及抗病毒等相关品类终端动销有望改善，中药OTC及零售药店均具备一定受益弹性。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10