中信建投:政策春風持續加碼 醫保大力支持中醫藥傳承創新發展
格隆匯1月4日丨中信建投證券認爲,1)中醫醫療機構暫不執行DRG付費,已執行地區適當調高中醫病種系數和分值,表明醫保對中醫藥整體支持力度超預期;2)中醫醫療機構及時納入醫保,部分中醫醫療服務價格有望上調,利好中醫醫療服務賽道;3)中藥飲片依舊保持不超過25%的加成比例,我國中藥配方顆粒納入飲片管理,未來中藥配方顆粒在醫院渠道有望繼續保持快速增長趨勢。建議關注:1)中藥消費品:同仁堂、華潤三九、片仔癀、雲南白藥、東阿阿膠等;2)中藥配方顆粒:中國中藥、華潤三九、紅日藥業;3)中醫醫療服務:固生堂。
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