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三生/四环/泰凌跌5%-15% 丽珠医药随A股续升逾5%
阿思达克 12-24 14:05

中金日前报告指,内地注射剂新药审评提速,第三轮集采政策近期有望正式落地。医药股今天以生产疫苗泰凌医药(01011.HK)表现最差,股价挫15%半日收0.155元,再度逼近上周二盘中所创上市低位0.14元,半日成交急增至4,025万股。三生制药(01530.HK)也续跌5%半日收9.82元,创逾11个月低,半日成交增至1,013万股。四环医药(00460.HK)回吐5%半日收0.95元,股价失守50天线(0.99元),半日成交增至1,603万股。

相反,丽珠医药(01513.HK)续升5.3%半日收23.85元;其A股高见32.98元人民币,现造32.8元,升5.4%。威高股份(01066.HK)续升2.9%半日收9.1元,股价重越10天线(8.94元)。

中金12月22日报告指,截至目前止,中国药监局已对16个注射剂品种批出企业通过或视同通过一致性评价,注射剂新药审批速度有所加快,意味後续纳入集中采购注射剂品种将逐步提升,预计第三批集采有望近期正式落地,推进速度加快。新一轮集采或将引入多个新规则,竞争可能进一步加剧。政策密集推出对板块估值产生较大影响,注射剂一致性评价推进及後续加快集采纳入可能对上市公司业绩带来一定不确定性。

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