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中信證券:醫療健康產業加速進入大破大立的新週期,產業優勝劣汰下的整合,集中度提升
格隆匯 07-10 09:07
中信證券研報指出,2024年上半年醫藥行業繼續延續了近十年來最嚴厲的醫療反腐風暴,從臨牀端到產業端都受到了較大程度的影響,同時疊加近期國際地緣政治因素帶來的不確定性變化影響加深,以及在醫保和衞健委新一屆領導班子繼續強化集採擴面和醫保控費的進一步行業改革壓力下,醫療健康產業加速進入大破大立的新週期,產業優勝劣汰下的整合,集中度提升,政策鼓勵醫藥創新全產業鏈條等一系列趨勢也開始加速確立,同時也拉開了產業成長的新篇章。
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