《大行報告》野村首次覆蓋18家內地醫藥公司 首選中生製藥、藥明生物及信達生物等
野村發表報告指,中國醫療保健行業目前的市場規模達7.2萬億元人民幣,有諮詢公司預期行業未來十年的年均複合增長率為9.5%。該行認為,醫療保健在內地是充滿活力的行業,擁有大量新藥、技術進步和新公司。
該行提到,中國醫療保健行業仍然是有投資機會的行業,因其基本面穩固;目前估值有吸引力;行業近期的改革對廣泛社會產生正面影響,從而使行業相對不受政策不明朗影響等。
野村首次覆蓋18家內地醫藥公司,首選中生製藥(01177.HK)、藥明生物(02269.HK)及信達生物(01801.HK)等,三企評級均為「買入」,因此等企業在各自的子行業中有吸引的風險/回報。
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