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同仁堂(600085.SH)連續兩日漲停,股價創歷史新高
格隆匯 01-04 10:20
格隆匯1月4日丨近期表現強勢的中藥股今日繼續上漲,其中,同仁堂連續兩日漲停報元,創歷史新高,最新市值億元。消息面上,12月21日晚間,包括湖北、河北、山西等地組成的19省區聯盟中成藥集採開標。中成藥帶量採購利空靴子落地後板塊啟動了上漲行情,主要是因為此次集採的降價幅度好於市場預期。另外,最近,國內幾大知名藥企的中成藥上調了價格,上漲幅度為10%到20%,其中不乏一些常見品種。其中,同仁堂12月6日,同仁堂下發調價通知,將安宮牛黃丸(3克*丸/盒)的銷售價,從780元提至860元,漲幅約為10%。對於此次安宮牛黃丸漲價的原因,同仁堂表示,主要是牛黃和麝香兩味中藥原材料的上漲。還是的注意的是,國家醫保局和中醫藥管理局12月30日印發關於醫保支持中醫藥傳承創新發展的指導意見提出,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。

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