金吾财讯 | 中信建投证券表示，本周制药行业表现一般，2026 ESMO LBA中国研究入选创新高，恒瑞医药、康方生物、艾力斯等企业的管线迎来新进展。医疗器械及服务板块低值耗材表现较好，多受个股事件催化，科技概念标的调整，港股回购活跃；短期关注招标改善和集采出清，中长期看创新、出海、并购。中药板块跑赢申万医药及大盘，关注红利、创新及“四同药品”、中成药集采政策。生物制品板块跑输医药指数及大盘，AI制药、mRNA肿瘤疫苗概念股回调；南北方ILI%均环比降低，南方检测阳性率提升、北方降低。医药商业板块跑赢申万医药及大盘，药店关注三季度前瞻及集采进药店，流通关注回款及三季度前瞻。
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