互聯網醫療港股走強，阿裏健康漲超19%！醫藥消息刷屏不斷，行業後市怎麼看？
12月5日，港股$互聯網醫療(BK1251.HK)$板塊持續走高。以$平安好醫生(01833.HK)$、$阿裏健康(00241.HK)$爲首的互聯網醫療股集體上漲。截至發稿時，股價分別漲超27%、19%。
據多地官方發佈平臺顯示，近期京滬、重慶、深圳、鄭州、杭州等全國多個大城市防控「減碼」，多地公共交通和公共場所不再查驗覈酸檢測。
另一方面，多地藥監局發佈消息將調整「四類藥品」購買措施，市民通過互聯網平臺或本市藥店購買退熱、止咳、抗感染、治療咽乾咽痛等「四類藥品」不再需要實名登記信息。
此外，感冒藥等醫藥產品在部分地區的銷量大增，據南方日報報道，廣州市零售藥店感冒、發熱類藥品1天的銷售記錄達10萬條，是平日的2.5倍。據每經報道，連花清瘟膠囊、布洛芬等常見感冒藥普遍短缺，有工作人員表示「抗原檢測試劑5天前就沒貨了，藥店也靠搶」。
行業消息上，藥品網售新規12月1日起施行，分析人士認爲頭部線下藥房具有處方藥網售優勢，未來或是核心競爭羣體。
醫藥後市怎麼看？
浙商證券提出，進入疫情後周期，在量的方面，疫情恢復將帶動人流量恢復，價格上，防疫包需求可帶來產品結構調整。
開源證券也認爲，在疫情再次反覆的情況下，四類藥亦不再實行一刀切下架措施，預計零售藥店客流、銷售受到的衝擊或將減小。看好四類藥銷售政策邊際放鬆下藥店客流、銷售恢復，看好零售藥店全年業績穩健增長和未來的成長性。
與此同時，其也表示，隨着防疫措施持續精準化，醫院就診受防控影響陸續降低，但隨着不同臨牀嚴重程度的感染者就診需求增加，預計醫療服務機構將迎來「就診高峯」，彈性大。
華安證券指出，短期醫藥行業板塊看到明確的政策緩和，很多醫藥公司的估值都已經到了非常合理的區間，市場對集採的預期已經非常充分，一些集採政策落地帶來大家對後續放量逐有預期。醫藥的中長期邏輯很值得資金佈局。
另一方面，每輪醫藥板塊牛市的開啓都伴隨着較低的公募基金持倉佔比。截止2022年半年報，醫藥板塊公募持倉佔比爲10.34%，達近五年新低，上漲空間充足。
開源證券認爲，2022年醫藥行業受疫情擾動嚴重，消費醫療、醫療服務、中藥表現受損，在政策邊際向好的情況下，2023年有望迎來複蘇行情。
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