雙黃連口服液被列入多個省市新冠肺炎診療方案，港股這些公司有佈局
11月18日，新冠治療概念再獲關注，經營雙黃連口服液的太龍藥業(600222.SH)強勢漲停，該股近一年漲停4次。太龍藥業互動易平臺回覆投資者稱：雙黃連口服液被列入北京、廣東、河南、黑龍江、陝西等多個省市的新冠肺炎診療方案。港股雙黃連概念方面，$福森藥業(01652.HK)$、$神威藥業(02877.HK)$近期走勢偏強。東亞前海證券提到，《關於進一步優化新冠肺炎疫情防控措施科學精準做好防控工作的通知》強調重視發揮中醫藥的獨特優勢，做好有效中醫藥方藥的儲備，提供該類藥品併入選治療新冠病毒肺炎診療方案的企業將受益。
據悉，雙黃連口服液由金銀花、黃芩、連翹三味中藥組成。中醫認爲，這三味中藥具有清熱解毒、表裏雙清的作用。現代醫學研究認爲，雙黃連口服液具有廣譜抗病毒、抑菌、提高機體免疫功能的作用，是目前有效的廣譜抗病毒藥物之一。
公開資料顯示，雙黃連口服液的功能主治疏風解表、清熱解毒，具有廣譜抗菌、抗病毒的功效，是應對呼吸道傳染性公共衛生事件的代表性用藥之一，多次被國家衛健委、中醫藥管理局列入重大疫情診療方案的推薦用藥。
今年5月，北京市中醫管理局印發《北京市新型冠狀病毒肺炎中醫藥防治方案(試行第六版)》。成人確診病例中醫藥治療方案中，雙黃連製劑被列入輕型的參考中成藥名單中。在新冠疫情初期，“雙黃連可抑制新型冠狀病毒”的消息曾引發搶購風潮，雙黃連口服液和雙黃連相關藥物成爲比口罩還緊俏的存在，甚至一夜脫銷。
如今資本市場上雙黃連概念再度翻紅。國家藥監局數據庫顯示，目前國內有雙黃連相關批文共83條，其中包括雙黃連片、雙黃連栓、雙黃連顆粒、雙黃連膠囊、雙黃連糖漿、雙黃連滴丸、雙黃連合劑、雙黃連含片、雙黃連粉針劑、雙黃連注射液、雙黃連泡騰片、雙黃連氣霧劑、雙黃連咀嚼片、雙黃連分散片等多種劑型。根據藥監局網站查詢結果來看，具備雙黃連產品的港股公司包括$福森藥業(01652.HK)$、$白雲山(00874.HK)$、$上海醫藥(02607.HK)$核心企業青島國風藥業、$神威藥業(02877.HK)$。
華安證券表示，疫情精準防控後，疊加秋冬的傳統流感流行季節，後續流感相關的檢測+治療藥品，會有一波主體催化機會。現階段醫藥的估值年度處於底部位置，分析師認爲醫藥行情剛開啓，回補倉位的需求會驅動醫藥行業行情繼續，此外，還要多關注醫藥的結構性機會。
相關概念股：
$福森藥業(01652.HK)$：公司生產的雙黃連口服液銷售收入在國內市場份額達到35.5%，雙黃連注射液在國內市場份額達到91.6%。
$白雲山(00874.HK)$：公司擁有各類劑型40餘種、近2000個品種規格，獨家生產品種超過90個。公司是南派中藥的集大成者，擁有中一藥業、陳李濟藥廠、奇星藥業、敬修堂藥業、潘高壽藥業等12家中華老字號藥企。
$上海醫藥(02607.HK)$：公司是國內第二大全國性醫藥流通企業和最大的進口藥品服務平臺，覆蓋各類醫療機構超過3.2萬家，零售藥房總數超過2000家。
$神威藥業(02877.HK)$：公司前九個月未經核數師審閱的管理賬目內營業額爲人民幣28.48億元，同比增加21.9%。其中，注射液產品的營業額增加11.5% 至人民幣10.84億元。
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