吃藥行情再現！醫療服務板塊漲嗨了，普瑞眼科20CM漲停
今日早盤，醫療服務板塊強勢拉昇，眼科醫療和CRO（醫藥研發外包）股都漲嗨了。
眼科板塊，今天普瑞眼科20CM漲停，何氏眼科一度漲超13%，光正眼科漲停，愛爾眼科、愛博醫療、歐普康視等眼科股紛紛跟漲。隨着暑假到來，各大眼科醫院做OK鏡檢查的人越來越多，眼科醫院生意火爆。
普瑞眼科主營屈光項目，2021年公司有51%的營收來自於屈光治療，白內障、視光、綜合眼病項目佔比均在16%左右。光正眼科去年屈光項目和白內障項目的營收佔比也超過55%，此外還有約17%的營收來源於鋼結構製作安裝。
屈光不正就是近視、遠視，而白內障則是更為嚴重的致盲性眼科疾病。現代社會，隨着生活壓力的增大，以及電子產品的普及和使用頻率提高，人們在學習、工作和生活中用眼疲勞的現象愈加普遍。
據世界衞生組織統計，中國已經成為全球近視發生率最高的國家之一，2020年我國近視人羣規模已經超過6億，其中超過7成的高中生和大學生有近視，小學生的近視率也接近50%。
疊加老齡化過程中患老花眼及其他眼科疾病的人數也逐年升高，眼科市場規模龐大。有機構預計，到2024年我國眼科醫療服務市場規模將達到1093億元，2015-2024年複合年均增長率高達18.4%。龐大的眼科市場為私立眼科醫院的發展提供了基礎，一些眼科醫院越做越大，還成功上市。
從股價來看，在大盤下跌的背景下，近一年眼科股也普遍跌了不少。以“眼茅”愛爾眼科為例，自去年6月的高點至今年3月的低點之間，愛爾眼科累計跌幅超過50%，近幾個月股價已經開始反彈。光正眼科的股價走勢也有些類似，經歷大跌後，已經開始反彈。
CRO板塊也大幅拉昇，其中，A股和元生物、美迪西、泰格醫藥一度漲超6%，港股昭衍新藥漲超7%，泰格醫藥、藥明生物、康龍化成等醫藥股紛紛跟漲。
和元生物的營收主要來源於基因治療CDMO服務、基因治療CRO服務，2021年這兩塊業務的營收佔比分別在75%和21%左右。作為國內第一家CGT CDMO上市公司，和元生物核心技術與GMP 產能處於業內前列。
美迪西則是國內領先的臨牀前一體化CRO，公司營收幾乎全靠臨牀前CRO業務，今年一季報業績亮眼。2022 年一季度，公司實現營業收入3.56 億元，同比增長65.8%；實現歸母淨利潤7719 萬元，同比增長71.1%；實現扣非淨利潤7472 萬元，同比增長71.8%。
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