金吾财讯 | 生物医药板块集体走强，药明生物(02269)涨3.88%，百济神州(06160)涨3.25%，药明合联(02268)涨3.21%，药明康德(02359)涨2.94%，泰格医药(03347)涨2.11%。消息面上，招银国际发研报指，国办发文促进医药产业高质量发展，该行认为创新药械将持续享受积极的政策环境。随着宏观政策焦点转向刺激经济，该行认为医保基金收支状况有望大幅改善。医保基金监管趋严，同时满足院内、刚需、医保三个特点的产品将持续增长。医疗设备招标加速复苏，将推动国产医疗设备企业盈利复苏。该行认为，受益于海外降息以及国内宏观环境改善，医药作为高弹性行业有望在2025年跑赢市场。
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