《股市简讯》中港医药股劲扬,政策优化向好、券商预计板块有望迎来估值重估

路透中文
01 Apr
《股市简讯》中港医药股劲扬,政策优化向好、券商预计板块有望迎来估值重估

* 中港医药板块周二双双劲升,恒生创新药指数.HSIDI盘中一度大涨7.1%,中证医药100指数.CSI000978早盘收升3.5%。

* 恒瑞医药600276.SS智飞生物300122.SZ复星医药2196.HK600196.SS石药集团1093.HK康方生物9926.HK涨幅介于5.6-15%。

* 中信证券研报称,医疗健康产业较多子行业在2025 Q1 有望呈现出需求或业绩修复的趋势,相关上市公司从整体来看2025 Q1 业绩表现预期较为稳健。得益于集采等政策优化向好、商保推动和AI赋能,板块有望迎来估值重估且催化预计将延续全年,判断医疗健康产业相关上市公司全年整体的收入、利润、现金流将稳健修复向好。

中信建议积极布局医疗健康产业投资机会,板块估值迎来价值重估,底部布局正当时。 (完)

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(发稿 宿泱韫;审校 田镧沁)

((jenny.su@thomsonreuters.com; 86-10-56692102;))

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