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市傳生長激素粉針集採 安科生物、長春高新大跌
格隆匯 05-21 14:41
格隆匯5月21日丨安科生物、長春高新午後跳水,安科生物(300009.SZ)一度跌超14%,長春高新(000661.SZ)跌停。有市場傳聞稱生長激素粉針集採。早在去年11月,長春高新曾表示,“目前生長激素方面國家政策還不是十分明確,預計粉針存在納入集採可能,水針可能性不大,長效目前暫時沒有可能。”有業內人士指出,如果生長激素粉針集採,受影響較大的是安科生物(市佔率43%左右,是安科主要劑型),長春高新影響較小(粉針市佔率13%,長春自身大半利潤由水針和長效貢獻,粉針營收貢獻不到10%)。

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