交银国际：中国医药1-8批国采接续规则或温和短期催化剂充足

智通财经2025-12-05

智通财经APP获悉，交银国际发布研报称，本周恒生医疗保健指数涨0.5%，跑输大市。其中，生物药、处方药及器械板块表现较优于其他板块。本周内资偏向防御，倾向获利了结，主要加仓内生增长稳定的传统及低估创新药厂。而外资则较积极，聚焦创新主线中的龙头及产业链上游，包括创新药及CXO标的。1-8批集采接续采购规则转变为询价模式，交银国际认为此规则下整体降价幅度或有限，对港股处方药厂的影响或小于预期。12月，...

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交银国际：中国医药1-8批国采接续规则或温和 短期催化剂充足

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交银国际：中国医药1-8批国采接续规则或温和短期催化剂充足