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《大行報告》中金:疫情不影響內地藥股長期成長 H股薦中生、石藥及威高等
阿思達克 02-03 12:20

中金發表報告表示,關於新型冠狀病毒疫情進展,據中國疾病預防控制中心官網數據顯示,截至2月1日24時,國內大陸地區累計報告確診病例14,380例,共有疑似病例19,544例,累計死亡病例304例,累計治愈出院病例328例。

該行指,SARS期間內地醫藥行業超額收益明顯,但後續反彈幅度也較弱。2002年底至2003年3月期間,市場對SARS疫情認知不足,反應溫和,醫藥指數基本和滬深300走勢趨同;2003年4月疫情惡化,市場逐漸認知到疫情的嚴重性,滬深300指數出現明顯的跌幅,而此期間醫藥指數雖也有下跌,但跌幅明顯低於滬深300指數;2003年5月後疫情逐步得到控制,滬深300指數出現反彈,醫藥行業走勢明顯弱於滬深300指數。在疫情期間,中成藥、疫苗、醫療器械、醫藥商業這些細分領域有望受到較高的市場關注度。

中金稱,醫藥板塊的長期成長邏輯未變,疫情帶來的調整是布局優質公司好時機。按照目前的防控措施來看,認為疫情很快就會得到控制,疫情的短期衝擊不會影響行業長期發展邏輯。該行認為短期的調整是布局優質公司的好時機。中資藥股H股推薦中生製藥(01177.HK)、石藥(01093.HK)、威高(01066.HK)、百濟神州(06160.HK)及麗珠醫藥(01513.HK)。

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