国泰海通医药2026年1月月报：景气延续持续重点推荐创新药械产业链

国泰海通证券01-04

本报告导读：继续推荐创新药械及产业链。投资要点：继续推荐创新药械及产业链。维持以下A 股标的增持评级：恒瑞医药、科伦药业、华东医药、恩华药业、特宝生物、京新药业、益方生物、药明康德、泰格医药、乐普医疗、联影医疗、微电生理，并将上述标的纳入国泰海通医药2026 年1 月月度组合。维持以下H股标的增持评级：翰森制药、三生制药、科伦博泰生物、康方生物、映恩生物，百济神州、相关标的：信达生物、药明康德。...

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国泰海通医药2026年1月月报：景气延续 持续重点推荐创新药械产业链

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国泰海通医药2026年1月月报：景气延续持续重点推荐创新药械产业链