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肝素原料藥概念股全線上漲 美國政府開始招標儲備關鍵原料藥
格隆匯 08-06 10:29
格隆匯8月6日丨受“美國啟動肝素收儲”消息刺激,肝素原料藥概念股全線上漲。其中,海普瑞A股漲停,H股漲9%,健友股份、千紅製藥和常山藥業均漲停,東誠藥業漲超1%。有媒體稱,美國政府正在儲備可用於在未來大流行或國家緊急情況下用於生產基本藥品的原料藥(API),以期為美國藥物供應鏈增加一層保護。目前開始啟動肝素等原料藥招標儲備,基礎採購量為45.6萬億單位,另有867.2萬億為可選單位,收儲週期為5年。2018年全球肝素需求量約為40萬億單位,供應端高度集中且主要在中國,中國出口量約20萬億。國內企業中,海普瑞(19年銷量5.56萬億單位)、健友股份(19年銷量4.16萬億單位)、東誠藥業(19年銷量2.36萬億單位)、千紅製藥(19年銷量2.26萬億單位)和常山藥業(19年銷量1.49萬億單位)是國內肝素領域龍頭企業。
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