郭家耀:港股走勢改善料上試26,000阻力醫藥股已消化帶量採購政策
正榮金融業務部副總裁郭家耀稱，美股上周五(16日)全線向好，債息回落有助紓緩市場對經濟衰退憂慮，科技股表現向好，三大指數均錄得逾1%升幅收市。美元表現靠穩，美國十年期債息回升至1.54厘水平，金價由高位回落。港股預託證券大致向上，預料大市早段跟隨外圍高開。內地股市衝高回落，滬綜指上周五上升0.3%，滬深兩市成交額略為放大。人行改革利率市場，應有助推動融資成本下降，利好資本市場表現。
港股走勢有所改善，指數在低位找到一定支持，成交亦保持活躍。外圍氣氛改善，市場繼續憧憬利好政策出台，有助指數進一步上試26,000點阻力，下方支持在25,000點附近。
另內地媒體報道，有關部門日前已就全國範圍內推開「4＋7」帶量採購試點進行相關部署，要求未實行地區上報公立醫療機構相關藥品2017年、2018年實際採購數據。日前國家醫保局召開「4＋7集採擴面企業座談會」並下發《關於國家組織藥品集中採購和使用試點擴大區域範圍有關工作安排的通知》，要求除「4＋7」原試點城市以及確認全省跟進帶量採購的福建和河北外，其餘各省需統計匯總本地區公立醫療機構等相關藥品2017年和2018年實際採購數據。
此次帶量採購重點在執行地區擴圍至所有省份與地區，涉及公立醫療機構，鼓勵醫保定點非公立醫療機構、軍隊醫療機構自願參與。據悉，此次帶量採購涉及的藥品品種保持不變，參與企業包括通過一致性評價品種的原研及仿製藥生產企業。
因此，此次採購價格不得高於此前「4＋7」帶量採購試點中標價。若針對同個藥品多個藥企報價，報價最低企業直接中標，其餘企業依次決定是否接受最低報價跟進，直至中選企業滿三家。這意味帶量採購擴圍後價格或更低，更意味不再僅僅是試點城市，全國都將享受上述藥品的降價紅利。市場對帶量採購為藥企帶來的影響已有充分預期，消息應不會為上市藥企股價帶來太大壓力。
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