济高发展涨5.10% 医疗器械集采政策优化提振情绪

智选洞察2025-08-07

济高发展股价大幅上涨，当前最新价为3.30元，上涨5.10%。资金博弈与政策扰动共振济高发展近期净流出主要源于资金面剧烈波动。截至8月4日，近5个交易日主力资金累计净流出超1500万元，反映出机构在医药与地产板块间的再平衡策略。医疗器械集采政策优化虽提振板块情绪，但公司体外诊断业务毛利率同比下滑12个百分点，叠加房地产政策调整预期升温，部分资金选择阶段性兑现收益。此外，二季度公募调仓窗口期内，单日...

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