肝素原材料板塊集體大漲 美國擬大量採購肝素原料藥
格隆匯8月7日丨肝素原材料板塊集體大漲,常山藥業、千紅製藥漲停,海普瑞漲超7%,健友股份漲近6%。為應對新冠疫情大流行,美國政府正在探索替代方法來確保醫療用品和成品藥品的供給。美國生物醫學高級研究與開發局(BARDA)近日更新發布了原料藥採購招標書,計劃採購36種原料藥,如強力黴素、左氧氟沙星、萬古黴素和肝素,其中肝素要求5年中提供45.6萬億單位。目前,我國是世界上最大的生豬養殖和屠宰國家,也是全球最大的肝素類原料藥出口國,行業集中度較高,前五大企業合計出口額佔比已超過40%。其中,海普瑞(19年銷量5.56萬億單位)、健友股份(19年銷量4.16萬億單位)、東誠藥業(19年銷量2.36萬億單位)、千紅製藥(19年銷量2.26萬億單位)和常山藥業(19年銷量1.49萬億單位)是國內肝素領域龍頭企業。

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