金吾财讯 | 中信建投研报指出,从过去几年已经出台的各项行业政策看,“三医联动”顶层制度设计的各项改革措施已经逐步落地。医药领域的改革政策已进入常态化阶段,医保领域最值得关注的增量政策是建立多元复合的医保支付方式改革,医疗领域即将迎来薪酬制度及分级诊疗等“深水区”的改革。整体符合预期。该行表示,看好2025年医药行业投资机会,建议重点关注新增量(创新、出海、边际变化)和行业整合机会。
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