招银国际：内地药品价格政策有望优化医疗AI加速商业化落地

智通财经2025-02-25

智通财经APP获悉，招银国际发布研报称，维持内地医药行业“优于大市评级”。MSCI中国医疗指数2025年初至今累计上涨11.5%，跑输MSCI中国指数1.2%。受益于国内药品价格政策优化、国内宏观环境改善以及海外降息预期，医药行业有望在2025年继续迎来估值修复。报告指，丙类医保目录年内即将落地，创新药将覆盖获得更好的支付环境；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。该行看好行业估值...

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招银国际：内地药品价格政策有望优化 医疗AI加速商业化落地

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招银国际：内地药品价格政策有望优化医疗AI加速商业化落地