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中國應急批輝瑞新冠藥,關注航空旅遊等板塊表現

中國應急批準了輝瑞公司的新冠病毒治療藥物(即Paxlovid),顯示可能進一步向外國疫苗和病毒治療開放的跡象,有助國內控制疫情。

此前中國藥監部門已應急批準了騰盛博藥公司的首個新冠中和抗體藥物。輝瑞的口服藥也成爲中國國內首個批準的海外新冠藥物。

Paxlovid是一款口服小分子新冠病毒治療藥物,用於治療成人伴有進展爲重症高風險因素的輕至中度新型冠狀病毒肺炎(COVID-19)患者,例如伴有高齡、慢性腎臟疾病、糖尿病、心血管疾病、慢性肺病等重症高風險因素的患者。

中金分析師王漢鋒等在報告中指出,批準輝瑞新冠病毒治療藥物組合包裝進口註冊,對未來中國國內疫情的控制可能有所幫助,關注對線下活動相關板塊預期的影響。目前有關Paxlovid的採購和使用方面的信息較少,但預計該款口服藥將提升國內針對新冠病毒的治療能力,減少住院人數和降低醫療系統壓力。

受此消息影響,今日航空、旅遊等板塊或有異動。

航空:華夏航空(002928 CH)、中國東航(600115 CH)、中國國航(601111 CH)、南方航空(600029 CH)等

港股:中國國航(753 HK)、中國東航(670 HK)、南方航空(1055 HK)等

機場:上海機場(600009 CH)、白雲機場(600004 CH)、北京首都機場股份(694 HK)等

旅遊:西藏旅遊(600749 CH)、黃山旅遊(600054 CH )、中青旅(600138 CH )、黃山旅遊(600054 CH )等

奢侈品消費:周大福(1929 HK)、六福集團(590 HK)、普拉達(1913 HK)等

疫苗:智飛生物(300122 CH)、沃森生物(300142 CH)、康泰生物(300601 CH)、復星醫藥(600196 CH)等

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