中成藥研納入醫保藥品目錄 中醫中藥股續揚 固生堂(02273.HK)曾升9%破頂
內地建議將符合條件的中藥飲片、中成藥、醫療機構中藥製劑等納入醫保藥品目錄,中醫中藥股今早(1月3日)延續強勢,上月上市的固生堂(02273.HK)曾升最多9.1%見44.6元,再創新高,現升7%,報43.75元,成交24.2萬股,涉1,055萬元。中國中藥(00570.HK)曾高見6.08元創逾三年高,現報5.77元,升11.6%,成交近2.5億元。現代中藥(01643.HK)曾升29.3%見1.06元,創去年6月上旬後逾半年高,現升22%,報1元,成交1,122萬元。
同仁堂科技(01666.HK)初段曾升10%,報9.22元創逾兩年高,現報9.03元,升7.8%,成交4,484萬元。同仁堂國藥(03613.HK)現升5.8%,報14.2元,逼近上週五所創52周高位。
白雲山(00874.HK)初段曾升6%,高見23.8元,創逾五個月高,現升不足1%,報22.65元。培力農本方(01498.HK)亦升7.4%%。神威藥業(02877.HK)逆軟,現跌2%,報6.75元。
國家醫療保障局、國家中醫藥管理局近日(2021年12月14日)印發《關於醫保支持中醫藥傳承創新發展的指導意見》,意見提出,規定將符合條件的中藥飲片、中成藥、醫療機構中藥製劑等納入醫保藥品目錄。將經國家談判納入醫保目錄的中成藥配備、使用納入監測評估。充分利用「雙通道」藥品管理機制,將參保患者用藥的渠道拓展到定點零售藥店,更好地保障參保羣衆用藥需求。
各地應根據基金承受能力和臨牀需要,按程序將符合條件的民族藥、醫療機構中藥製劑和中藥飲片納入本地醫保支付範圍,並建立動態調整機制。將符合《處方管理辦法》和《醫院中藥飲片管理規範》但超出《中華人民共和國藥典》規定常用劑量開具的中藥飲片納入醫保支付範圍。
另中信證券上月底發表報告,首予固生堂「買入」評級,以明年預測市盈率38倍爲估值基礎,目標價46港元。公司於2021年12月上市,成爲民營中醫第一股。按2020年提供醫療健康解決方案產生的總收益,公司在中國的私營新中醫醫療健康服務提供商中處於領先地位。公司中醫師數量、線下醫療機構數量,及線下機構城市覆蓋數量均爲行業第一。該行料固生堂在2021至2023年核心淨利潤分別爲1.5億、2.25億及3.26億元人民幣。
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