医疗保健板块向好 科济药业升逾18% 机构指25年有望进入新一轮增长周期

金吾资讯
30 Dec 2024

金吾财讯 | 医疗保健板块向好,恒生医疗保健指数日内升0.91%,报2338.61点。科济药业(02171)升逾18%,药明康德(02359)升5.01%,云顶新耀(01952)升4.02%,康龙化成(03759)升3.94%。国信证券发研指,国内医疗需求持续升级,宏观经济有望逐步回暖。目前,行业正经历较为剧烈的供给侧结构性改革,药品及器械集采亦接近尾声,25年有望进入新一轮增长周期。在地缘政治...

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