金吾财讯 | 医药股走低，恒生生物科技指数大幅跌2.48%。成分股中，映恩生物-B（09606）跌31.05%，亚盛医药（06855）跌6.70%，科伦博泰生物（06990）跌5.96%，三生制药（01530）跌5.10%，石药集团（01093）跌4.25%，康方生物（09926）跌3.63%，中国生物制药（01177）跌3.26%，翰森制药（03692）跌3.10%，百济神州（06160）跌3.03%。万联证券表示，短期看，当前板块PE（TTM）为19.80，年内分位数已从7月的低位修复至48.44%；短期核心催化是三季报，重点关注老百姓上半年增速能否延续至Q3，一心堂收入端是否止跌，大参林、益丰药房收入和利润增速、门店净增数、毛利率等。近两个月连锁药房密集推出股权激励，驱动板块逻辑从“政策博弈”转向“业绩锚定”。
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