6家生物科技公司今納入港股通 中金料可增流動性
沛嘉醫療(9996.HK)、康寧傑瑞生物(9966.HK)、諾誠健華(9969.HK)、康方生物(9926.HK)、啟明醫療(2500.HK)及亞盛醫藥(6855.HK)六家未盈利生物科技公司今日獲納入港股通標的。中金公司發表研究報吿指,未盈利生物科技公司納入港股通範圍,有助於對其注入流動性,並助力科創板及港股資質優異的生物科技股擴大市場影響力。
中金指,展望2021年,依然看好醫藥賽道,建議加大醫藥行業配置,預計醫保支出未來仍將保持雙位數增長,行業長期增長性無憂,行業經過今年下半年的調整,預計後續機構整體配置有望持續提升,不過細分板塊會持續高度分化,成長性為核心因素。
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