《大行报告》中金:市场对医保创新药谈判较悲观 持续关注行业政策变化
中金发表研究报告,指国家卫生健康委、国家医疗保障局、国家中医药管理局在本月10日发布《关於深入推进「互联网+医疗健康」「五个一」服务行动的通知》,推进「五个一」服务行动:「一体化」共享服务,提升便捷化智能化人性化服务水平;「一码通」融合服务,破除多码并存互不通用信息壁垒;「一站式」结算服务,完善「互联网+」医疗在线支付工作;「一网办」政务服务,化解办事难、办事慢、办事繁问题;「一盘棋」抗疫服务,加强常态化疫情防控信息技术支撑。
该行认为,伴随互联网医疗企业逐步进入资本市场以及政策不断鼓励支持,互联网医疗企业将不断深入医疗产业各个环节,从简单的挂号、卖药,向数据增值,乃至保险不断提升自身价值,延伸企业边界,建议投资者关注。
另外,国家医保局在北京召开医药集中采购工作座谈会,确定了第四批药品集采名单,合计44个品种90个品规;同时,市场预期12月中下旬,或将进行2020年医保创新药谈判,市场对谈判结果持相对悲观态度,建议暂时对相关标的保持谨慎态度。
同时,该行看到,以眼视光行业为例,由於网课的普遍开展导致青少年近视率有所上升,为了预防近视或治疗近视的相关产品也存在相应需求。因此,建议关注此类景气度提升行业,且医保弱相关的公司。同时,建议关注CXO、医疗服务、医疗设备及竞争格局好的创新药和器械板块。
中金建议关注阿里健康(00241.HK)、药明生物(02269.HK)、康方生物(09926.HK)、中国同辐(01763.HK)、威高股份(01066.HK)、中国生物制药(01177.HK)及石药集团(01093.HK)等股份。
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