智通财经APP获悉，交银国际发布研究报告称，予内地医药行业“领先”评级。上海市发布文件，提出设立100亿元人民币生物医药产业并购基金，以推动行业的创新发展和并购重组，该行认为有利于加速行业的整合。
该行指，近期医药板块在大幅震荡后小幅回升，考虑到板块估值仍处于历史底部、叠加后续财政、医保/商保利好政策出台+流动性改善，该行认为仍有进一步修复空间。
该行继续重点推荐后续政策空间的潜在受益标的，包括：康方生物(09926)、传奇生物、云顶新耀-B(01952)等短期催化剂丰富、盈利高增长或盈亏平衡时间点明确、估值有较大修复弹性的创新药标的;先声药业(02096)、中国生物制药(01177)等存在业绩增速+估值倍数共同修复潜力的龙头处方药企。
同时建议关注：消费属性较强的民营医疗服务和医美标的;以及股息率高、有望受益于行业整体基本面改善的医药商业流通标的。
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