A股異動丨原料藥板塊走強 “世界藥廠”崩潰 印度製藥工業近乎停擺
格隆匯6月4日丨原料藥板塊走強,美諾華漲停,哈三聯漲5.51%。疫情發酵下,印度製藥工業陷入停擺。目前,印度全國超一半的地方政府已選擇“封城”,使得多個支柱產業面臨嚴重衝擊,印度工廠開工率嚴重下降。其中,印度醫藥中間商和原料藥企業開工率僅為30%左右。印度有着“世界藥廠”稱號,生產了全球近20%的仿製藥。其原料藥為製藥全產業鏈中與上下游聯繫緊密的重要一環。印度製藥工業的停擺,國內相關醫藥出口企業將受益。

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