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《大行報告》中金:市場對醫保創新藥談判較悲觀 持續關注行業政策變化
阿思達克 12-15 14:36
中金發表研究報告,指國家衛生健康委、國家醫療保障局、國家中醫藥管理局在本月10日發布《關於深入推進「互聯網+醫療健康」「五個一」服務行動的通知》,推進「五個一」服務行動:「一體化」共享服務,提升便捷化智能化人性化服務水平;「一碼通」融合服務,破除多碼並存互不通用信息壁壘;「一站式」結算服務,完善「互聯網+」醫療在線支付工作;「一網辦」政務服務,化解辦事難、辦事慢、辦事繁問題;「一盤棋」抗疫服務,加強常態化疫情防控信息技術支撐。

該行認為,伴隨互聯網醫療企業逐步進入資本市場以及政策不斷鼓勵支持,互聯網醫療企業將不斷深入醫療產業各個環節,從簡單的掛號、賣藥,向數據增值,乃至保險不斷提升自身價值,延伸企業邊界,建議投資者關注。

另外,國家醫保局在北京召開醫藥集中採購工作座談會,確定了第四批藥品集採名單,合計44個品種90個品規;同時,市場預期12月中下旬,或將進行2020年醫保創新藥談判,市場對談判結果持相對悲觀態度,建議暫時對相關標的保持謹慎態度。

同時,該行看到,以眼視光行業為例,由於網課的普遍開展導致青少年近視率有所上升,為了預防近視或治療近視的相關產品也存在相應需求。因此,建議關注此類景氣度提升行業,且醫保弱相關的公司。同時,建議關注CXO、醫療服務、醫療設備及競爭格局好的創新藥和器械板塊。

中金建議關注阿里健康(00241.HK)、藥明生物(02269.HK)、康方生物(09926.HK)、中國同輻(01763.HK)、威高股份(01066.HK)、中國生物製藥(01177.HK)及石藥集團(01093.HK)等股份。

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