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第二批帶量採購藥品招標啟動 醫藥板塊榮辱互見 石藥傳中標續漲5.5%
阿思達克 01-17 14:45

內地第二批帶量採購藥品招標啟動,中標結果將於三天後正式發佈,全國患者最快4月可用上該批藥品。不過,據內媒報導,石藥(01093.HK)旗下注射用紫杉醇有份中標,分析指,用於抗癌注射用紫杉醇為石藥主要增長亮點,之前因市場滲透率較低,在入圍集中採購後,很大機會獲納入醫保名單,在醫院市場銷量大增下,有望抵消降價影響。

石藥承昨天股價彈近半成勢,今天進一步升破20天及50天線(18.25元及18.87元),最高見19.36元,創逾兩個月高,現造19元,續漲5.5%,為最強藍籌,成交增至7,305萬股,涉資13.74億元。同為藍籌中生製藥(01177.HK)反覆高見11.88元,同創逾兩個月高,現造11.7元,續升3.2%,成交增至7,883萬股,涉資9.11億元。

東陽光藥(01558.HK)、綠葉製藥(02186.HK)及藥明康德(02359.HK)也反覆升1.5%-2.9%,分別報41.9元/6.2元/1066104元,後者曾高見104.3元上市新高。

相反,威高股份(01066.HK)今早高開報10.4元創六年新高欠承接,掉頭低見9.88元,現造9.94元,倒跌1.8%。石四藥(02005.HK)、華潤醫藥(03320.HK)及三生製藥(01530.HK)反覆跌1%-2%,後者最弱由最高見11.54元,掉頭倒跌2.1%,報11.1元,考驗10天線(11.05元)。上海醫藥(02607.HK)高開報16.14元欠承接,未能突破昨天所創逾八個月高位,股價掉頭倒跌2.7%報15.7元。

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