金吾财讯 | 医药板块普遍扬升，来凯医药(02105)升25.85%，科济药业(02171)升11.15%，荣昌生物(09995)升9.57%，科伦博泰生物(06990)升9.03%，药明合联(02268)升8.87%。近日2024中国医药工业发展大会与上海国际生物医药产业周在上海举行。大会公布数据显示，“十四五”以来，我国国产创新药数量和质量齐升，共有113个国产创新药获批上市，是“十三五”获批新药数量的2.8倍，市场规模达1000亿元。长城国瑞证券发研指，上周国家医保局办公室、财政部办公厅印发了《关于做好医保基金预付工作的通知》，两部门《通知》明确，预付金是医保部门预付给定点医疗机构用于药品和医用耗材采购等医疗费用的周转资金，目的是通过医保预付的方式帮助定点医疗机构缓解医疗费用垫支压力。近日，PD-1双抗交易呈现频繁火热状态，默沙东收购礼新医药在研PD-1/VEGF双特异性抗体LM-299；BioNTech收购普米斯100%股权、获得了其候选药物管线（包括PD-L1/VEGF双特异性抗体）及其双特异性抗体药物开发平台的全部权利。在医保政策不断出现边际改善的情况下，该行建议持续关注有望受益于预付金制度的公司以及具有全球创新竞争力的企业。
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