《大行报告》中金料内地第二季新冠疫苗接种率有望续升 关注国企药企估值修复机会
中金发表报告表示,国家医保局於4月14日发布报告,3月底前已经通过疫苗采购机构向疫苗生产企业预付超240亿元人民币,以保障新冠疫苗免费接种;认为政府进一步鼓励国内人群接种及疫苗生产企业产能的提升,预计第二季度新冠疫苗接种率有望持续提升。
该行指,人工关节类耗材全国集采开始,仿制药集采有望进一步推进,相信有助於医药行业相关国企价值有望回升,建议关注国企药企估值修复机会,在海外药股中,该行看好药明生物(02269.HK)、阿里健康(00241.HK)、信达生物(01801.HK)、康方生物(09926.HK)、启明医疗(02500.HK)、海吉亚医疗(06078.HK)及威高股份(01066.HK)。
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