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大行評級|招銀國際:醫藥行業估值吸引 看好創新藥和器械龍頭及高成長醫療消費個股
格隆匯 06-25 10:30

招銀國際發表報吿指,年初以來MSCI中國醫療指數下跌26.5%,跑輸MSCI中國指數33.7%。目前行業指數的動態市盈率為24倍,低於12年曆史均值。該行預計醫療設備更新的政策即將落地,將有效刺激相關需求釋放。國務院深化醫藥衞生體制改革2024年重點工作任務中提到制定關於全鏈條支持創新藥發展的指導性文件。該行認為,隨着支持政策落地、行業監管常態化進行,業績復甦將帶來行業估值修覆。

招銀國際繼續看好創新藥和器械龍頭以及高成長醫療消費個股。看好醫藥行業反彈,主要由於醫療設備更新政策落地有效刺激採購需求,創新藥械支持政策有望落地;出海提供增長動力,創新醫療器械海外市場高速增長,創新藥出海授權交易有望持續落地;GLP-1、 ADC等長期投資機會。繼續看好邁瑞醫療、聯影醫療、百濟神州、固生堂、科倫博泰、鉅子生物、信達生物。

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