郭家耀:港股走势改善料上试26,000阻力医药股已消化带量采购政策
正荣金融业务部副总裁郭家耀称，美股上周五(16日)全线向好，债息回落有助纾缓市场对经济衰退忧虑，科技股表现向好，三大指数均录得逾1%升幅收市。美元表现靠稳，美国十年期债息回升至1.54厘水平，金价由高位回落。港股预托证券大致向上，预料大市早段跟随外围高开。内地股市冲高回落，沪综指上周五上升0.3%，沪深两市成交额略为放大。人行改革利率市场，应有助推动融资成本下降，利好资本市场表现。
港股走势有所改善，指数在低位找到一定支持，成交亦保持活跃。外围气氛改善，市场继续憧憬利好政策出台，有助指数进一步上试26,000点阻力，下方支持在25,000点附近。
另内地媒体报道，有关部门日前已就全国范围内推开「4＋7」带量采购试点进行相关部署，要求未实行地区上报公立医疗机构相关药品2017年、2018年实际采购数据。日前国家医保局召开「4＋7集采扩面企业座谈会」并下发《关於国家组织药品集中采购和使用试点扩大区域范围有关工作安排的通知》，要求除「4＋7」原试点城市以及确认全省跟进带量采购的福建和河北外，其余各省需统计汇总本地区公立医疗机构等相关药品2017年和2018年实际采购数据。
此次带量采购重点在执行地区扩围至所有省份与地区，涉及公立医疗机构，鼓励医保定点非公立医疗机构、军队医疗机构自愿参与。据悉，此次带量采购涉及的药品品种保持不变，参与企业包括通过一致性评价品种的原研及仿制药生产企业。
因此，此次采购价格不得高於此前「4＋7」带量采购试点中标价。若针对同个药品多个药企报价，报价最低企业直接中标，其余企业依次决定是否接受最低报价跟进，直至中选企业满三家。这意味带量采购扩围後价格或更低，更意味不再仅仅是试点城市，全国都将享受上述药品的降价红利。市场对带量采购为药企带来的影响已有充分预期，消息应不会为上市药企股价带来太大压力。
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