花旗报告指，国务院上周五(3日)发布《国务院办公厅关于全面深化药品医疗器械监管改革促进医药产业高质量发展的意见》，定下两项主要目标，包括在2027年完普药品及医疗器械法例与监管，更好适应药品及医疗器械的审批，显著强化创新周期监管，综合改善质量及安全，适应医药创新与行业发展的监管机制。以及在2035年完成监管现代化，全面保证药品及医疗器械质量、安全、有效性及可及性，强化医药业创新及全球竞争力。
该行认为多部门政策支持显示建立真正创新的重要性，提出“一企一策”显示政府及监管部门将对创新领导者分配资源，相信市场整合将加速，有利领先创新企业，包括恒瑞(600276.SH) 、翰森(03692.HK) 、天士力(600535.SH) 、迈瑞医疗(300760.SZ) 、联影医疗(688271.SH) 及微创医疗(00853.HK) 。更快的生物等效性测试应有利仿制药生产商如中生制药(01177.HK) 及石四药(02005.HK) 。该行料相关股份短期有支持。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-03 16:25。) (A股报价延迟最少十五分钟。)
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