金吾财讯 | 中医药概念股逆市走强，截至发稿，中国中药(00570)涨4.74%，现代中药集团(01643)涨2.11%，同仁堂国药(03613)涨1.97%，神威药业(02877)涨1.56%，同仁堂科技(01666)涨1.16%，白云山(00874)涨0.89%。消息面上，国务院办公厅日前印发《关于提升中药质量促进中医药产业高质量发展的意见》提到，要加快推进中药产业转型升级。优化产业结构布局，提升中药制造品质，推进中药工业数字化智能化发展，培育名优中药品种，加强中药炮制技术传承创新，支持中药大品种创新改良。打造知名中药品牌。在药价方面，意见提出，推进中药药品价值评估和配备使用，开发中医药临床疗效评价大模型，促进人用经验向临床证据转化。同时，加强中药配备使用，优化中药集中采购及招标采购政策，实现优质优价。浙商证券日前表示，预计中药板块将于2025年二季度迎来业绩拐点，板块行情或提前于业绩拐点显现而启动。该行指出，伴随医保统筹支付范围的逐步扩大，具备比价条件的高毛利率/高销售额的医保品种面临降价风险，中药公司通过精细化、智能化、系统化等方式提质增效或能实现业绩和股价的持续上涨。
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