金吾财讯 | 医药股多数承压，来凯医药(02105)跌10.94%，康诺亚(02162)跌6.07%，金斯瑞生物科技(01548)跌5.54%，科伦博泰生物(06990)跌4.96%，康方生物(09926)跌4.4%，药明生物(02269)跌3.15%。
国金证券发研指，医药板块当前已经处于业绩、政策和资金三重反转的进程之中，对2025年医药板块上市公司营收利润增速回升、板块行情复苏有充分信心。随着集采控费的忧虑情绪进一步出清，以及国内医药创新成果不断涌现，医药板块行情有望逐步启动；国家支持创新药的各种政策逐步落地，中国药企创新实力及其成长空间还远未被资本市场所充分认知。首推看好国产医药创新特别是创新药和仿创药赛道。
西南证券发研指出，12月12日，第十批国家组织药品集中带量采购产生拟中选结果。本批集采共有439家企业申报、涉及778个产品，最终62个品种采购成功，234家企业的385个产品获得拟中选资格，从最终拟中选结果来看，注射液品种占据多半。医保局将指导各地及中选企业做好中选结果落地实施工作，确保全国患者于2025年4月用上本次集采中选产品。自2018年以来，国家医保局在十批集采中已成功采购435种药品，节省医保资金将用于支持创新药发展，医保资金腾笼换鸟政策趋势不变。
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