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《大行报告》瑞银:无药企可直接受惠武汉肺炎事件 料间接提振疫苗及身体检查等行业
阿思达克 01-21 11:54

瑞银发表报告表示,就内地城市武汉上月起发生新型冠状病毒感染肺炎,武汉人口达1,100万,属湖北省省会,据内地卫计委至1月20日数据,新型冠状病毒感染的肺炎病例达201宗。据武汉肺炎个案的死亡率为1.5%,对比沙士(2002年至2003年)死亡率为9.2%,但今次新型冠状病毒与上次沙士相似,但无论如何,该行看到中国政府今次与公众沟通上具更多的透明度。

该行指,就今次新型冠状病毒目前尚未有任何药物,证实可以预防或根治,目前主要是减轻病人的症状如减少发热及输送氧气。该行相信暂时没有任何一间中资医药企业,可因新型冠状病毒受而直接受惠,但无论如何,今次事件势必提高中国民众对健康医疗的意识,间接提振疫苗、身体检查等行业。

瑞银表示,内地今次发生新型冠状病毒感染肺炎,对内地医药行业潜在带来机会,观察到民众主动购买口罩,部份民众更倾向选择更长时间留在家中,避免到人多的地方及减少出游计划。但该行关注内地春运将令大量人口流转,或会导致新型冠状病毒感染肺炎潜在扩散,将密切关注相关情况。

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