花旗:建議長期投資者買入中國優質藥企 如中生製藥(1177.HK)等
花旗發表研究報告指,年底前或會有投資者獲利離場的情況,但仍推薦長期投資者買入優質藥企和生物科技企業,如中國生物製藥(1177.HK)、恆瑞醫藥(600276.SH)、翰森製藥(3692.HK)和三生製藥(1530.HK)。
花旗續指,受政策風險衝擊較小的公司,比如醫療服務行業的錦欣生殖(1951.HK)和消費健保領域的雲南白藥(000538.SZ)也值得買入。另外,花旗指,年末國家醫保名錄談判的結果以及第二批藥品集中採購的時間點和範圍成為市場焦點。
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