5日連漲超10%，醫療板塊三季度業績突出！
A股經歷昨天一波大漲後，今日兩市齊齊低開。行業方面，醫療器械服務板塊逆勢上揚，繼續維持昨日漲勢。截至收盤，板塊內部80只個股上漲，其中楚天科技、大博醫療、正川股份、*ST華塑等多股漲停。成分股中，康泰醫學漲逾8%，愛美客漲近6%，金域醫學、聖湘生物漲逾4%。
數據來源：同花順
節後開市至今，醫療板塊接連5個交易日上漲，A股醫療器械服務指數累計大漲10.3%。醫療板塊能無視大盤漲跌，走出一波獨立大漲行情，與行業基本面整體的突出表現不無關係。
數據來源：IFinD
進入10月中旬，A股上市公司三季報披露大幕緩緩拉開。在截至今日公佈公佈三季度業績預告的近800家上市公司中，醫療行業表現極為亮眼。在已披露業績預告的64家公司中，近6成公司預計同比增長，表現遠好於A股整體，這意味着醫藥板塊整體保持增長態勢。
其中，聖湘生物、振德醫療、藍帆醫療等企業業績預告表現最為突出，淨利潤分別達到20.2億元、20.8億元、19.5億元。此外，達安基因、康泰醫學、明德生物、理邦儀器業績亦大幅上升。
數據來源：同花順
業績高增的原因，主要是今年以來受疫情影響，醫療板塊疫情主題類公司訂單充足，業績持續高增長。並且在國內疫情調控漸趨平穩背景下，初期受損較大的醫院端服務、器械等趨於正常，業績快速恢復。
展望後市，三季度以來，國內疫情漸趨平緩。但進入秋冬開學季，以及流感多發等原因，國外歐美等國家疫情出現復發苗頭，感染人數仍處高位。數據顯示，上週發達國家新增確診873262例創新高，與4周前相比增加了80%。因此新冠防護、監測等物資訂單仍將飽滿。
數據來源：Worldometers
此外，據最新消息，國藥集團中國生物新冠疫苗已經在北京和武漢兩地開放“小範圍”預約接種。隨着新冠病毒疫苗研發工作進入後期階段並逐步上市，生物疫苗類企業將進入利潤兑現期，復星醫藥、康泰醫學等相關概念股今日也因此表現活躍。
進入秋冬流行病多發季節，疫情背景下，相關防控工作更為重要。消息面上，9月底，國務院應對新型冠狀病毒肺炎疫情聯防聯控機制綜合組發佈《全國流行性感冒防控工作方案（2020 年版）》，表示要全面開展流感防控，減少重症和死亡。嚴格的防控措施將持續帶動相關醫療器械的增長。
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