大行评级|中银国际:预计明年医疗行业将重新评级 首选康方生物、百济神州、康龙化成及翰森制药

中银国际
05 Dec 2024

中银国际发表报告指,预计明年中国医疗行业将重新评级,主要原因是政府持续支持创新以及对医保和商保的利好政策、美国利率下调导致投资者对中国医疗的风险偏好增加以及医疗公司的成本控制和盈利能力改善。 对于生物技术,该行建议关注在内部创新、全球化和盈利前景方面表现出色的公司。对于CXO,由于近期业绩稳健、潜在降息和估值吸引,投资者兴趣有所上升。虽然存在立法干扰,该行预计强韧的海外需求将带来该板块重新评级的...

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