药师帮涨超14% 机构看好消费医疗板块景气度提升

格隆汇
16 Dec 2024

药师帮涨超14%,最高触及6.64港元,创12月以来新高。

消息面上,国金证券发布研报称,2024年医药承压持续探底,但长期需求稳定,且政策、资金、基本面都存在反转趋势,2025年医药赛道有望取得超额收益。其中,在医疗服务及消费医疗方面,多重政策驱动下,机构看好板块景气度提升。医保基金预算制度建立有望进一步规范药品和医用耗材的费用资金周转,同时可缓解医疗机构垫付压力,利好医疗机构长期可持续发展。

责任编辑:栎树

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