金吾财讯 | 医药股普遍下行，荣昌生物(09995)跌4.09%，药明巨诺(02126)、金斯瑞生物科技(01548)跌超3%，基石药业(02616)、百济神州(06160)跌逾2%，和黄医药(00013)跌1.55%，先声药业(02096)跌1.47%，康方生物(09926)跌1.19%，云顶新耀(01952)跌1.08%。交银国际发布报告指出，11月1日，药品联合采购办公室启动第十批国家组织药品集中采购，涵盖62个品种263个品规，其中注射剂占37个，约为60%。2024年国家医保药品目录调整现场谈判已结束，新目录预计11月底公布，明年1月1日正式实施，涉及127家企业162种药品。此次国采品种数量和入围门槛均为历史之最，预计后续淘汰力度将加大，注射剂比例创新高，将改变相关药企的竞争格局。
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