中金:料醫藥板塊長遠將持續受益 不會完全複製沙士期間前高後低的走勢
中金髮表報告表示,受疫情關注度提升影響,醫藥相關板塊股價近期表現活躍,但今年醫藥板塊的走勢不會完全複製03年沙士期間的走勢,主因過去17年來醫藥產業已經發生了重大變化,醫藥板塊的科技屬性已經大大增強,因此預期疫情結束後,醫藥板塊不會複製沙士時期先高後低的走勢。
隨着醫藥改革的深化,相信該板塊長遠將持續受益。該行補充,本次疫情亦顯示出基層醫療機構的建設、新藥審評的改革深化及醫療服務價值迴歸等方面,建議留意中生製藥(1177.HK)
、石藥集團(1093.HK)
、威高股份(1066.HK)
、百濟神州(6160.HK)
及阿里健康(0241.HK)
,均予“
跑贏行業
”評級。
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