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《大行报告》中金:疫情不影响内地药股长期成长 H股荐中生、石药及威高等
阿思达克 02-03 12:20

中金发表报告表示,关於新型冠状病毒疫情进展,据中国疾病预防控制中心官网数据显示,截至2月1日24时,国内大陆地区累计报告确诊病例14,380例,共有疑似病例19,544例,累计死亡病例304例,累计治愈出院病例328例。

该行指,SARS期间内地医药行业超额收益明显,但後续反弹幅度也较弱。2002年底至2003年3月期间,市场对SARS疫情认知不足,反应温和,医药指数基本和沪深300走势趋同;2003年4月疫情恶化,市场逐渐认知到疫情的严重性,沪深300指数出现明显的跌幅,而此期间医药指数虽也有下跌,但跌幅明显低於沪深300指数;2003年5月後疫情逐步得到控制,沪深300指数出现反弹,医药行业走势明显弱於沪深300指数。在疫情期间,中成药、疫苗、医疗器械、医药商业这些细分领域有望受到较高的市场关注度。

中金称,医药板块的长期成长逻辑未变,疫情带来的调整是布局优质公司好时机。按照目前的防控措施来看,认为疫情很快就会得到控制,疫情的短期冲击不会影响行业长期发展逻辑。该行认为短期的调整是布局优质公司的好时机。中资药股H股推荐中生制药(01177.HK)、石药(01093.HK)、威高(01066.HK)、百济神州(06160.HK)及丽珠医药(01513.HK)。

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