交银国际：医药板块有望反转重点推荐创新产业链和消费医疗行业

智通财经网2023-01-13

智通财经APP获悉，交银国际发布研究报告称，予医药行业评级领先。展望2023年，随着医疗需求反弹和针对创新产品降价的政策趋缓，板块业绩和估值有望迎来反转，建议积极配置。重点推荐创新产业链和消费医疗行业。报告中称，在生物科技方面，随着尾部企业出清，行业集中度提升，具有创新能力的企业将受益。个股选择上建议重点关注未来一年催化剂丰富且执行力强的中腰部公司，包括康方生物-B(09926)和荣昌生物-B(...

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交银国际：医药板块有望反转 重点推荐创新产业链和消费医疗行业

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交银国际：医药板块有望反转重点推荐创新产业链和消费医疗行业