招银国际：2025医保目录公布延续支持创新料CXO业下半年修复

智通财经2025-12-09

智通财经APP获悉，招银国际发布研报称，2025年版基本医保目录以及首版商保目录发布，延续支持创新，料CXO行业有望在下半年迎来业绩修复。推荐买入三生制药(01530)、固生堂(02273)、药明合联(02268)、巨子生物(02367)、信达生物(01801)、中国生物制药(01177)。报告表示，多家企业的核心创新品种获纳入医保。该行认为，宏观环境及老龄化的挑战下，医保收支压力仍在，关注国家...

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招银国际：2025医保目录公布延续支持创新 料CXO业下半年修复

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招银国际：2025医保目录公布延续支持创新料CXO业下半年修复