港股异动|药品股走强石四药集团(2005.HK)涨5%领涨
格隆汇7月23日丨药品股今日走强,石四药集团涨5%领涨,中生制药、康臣药业涨超3%,石药集团、同仁堂科技、中国中药皆上涨。消息上,鉴于医药圈流传国家医保局于7月12日召开的“药品4+7集采扩面企业座谈会纪要”,未来集采中标规则将改变。基于此,国泰君安国际发表了《医药集采扩面,带来修复行情》研报。称医药集采扩面,龙头药企中国生物制药、石药将迎修复行情,鉴于港股药企的预期19年市盈率均值17.5x,处于历史均值,预期19年市净率均值2.2x,预期19年市销率均值3.1x。随着政策的明朗,龙头仿制药企的竞争优势突出,估值溢价将更为凸显,建议长期关注,逢低买入。
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