又是缺貨、漲價！“沉默性缺氧”引關注，血氧儀板塊大爆發
血氧儀板塊延續近期強勢，今日領漲兩市。奧佳華漲停，樂心醫療、康泰醫學、理邦儀器、可孚醫療、魚躍醫療、奧佳華、華盛昌等跟漲。
消息面上，近期“沉默性缺氧”引發關注。隨之而來的則是，血氧儀、製氧機、呼吸機等相關醫藥器械熱銷，並面臨着缺貨、漲價等挑戰。繼抗原檢測試劑、N95口罩、連花清瘟以及布洛芬後，又一緊俏防疫產品。
12月8日，國務院聯防聯控機制發佈新冠病毒感染者居家治療指南，指南提出，各地要加強基層醫療衞生機構常用藥品、抗原檢測試劑、指夾式血氧儀等儲備，切實滿足居家治療人員用藥和健康監測需求。
12月21日晚，復旦大學附屬華山醫院感染科主任、國家傳染病醫學中心主任張文宏在演講中提及，應警惕高齡老人的“沉默性缺氧”。
由於老年病人感染新冠病毒後對缺氧反應較為遲鈍，易產生“沉默性缺氧”從而引發肺炎，近期血氧儀成為了熱銷產品，電商平台上多個品牌的血氧儀產品已斷貨。康泰醫學、魚躍醫療等旗下的血氧儀產品大多面臨缺貨或者處於預售狀態。
目前，國內獲有指夾式脈搏血氧儀產品批文的企業有24家，包括康泰醫學、寶萊特、魚躍醫療、可孚醫療等多家上市公司。針對當前血氧儀的熱銷，上市公司紛紛表示在加緊生產保證市場供應，並將根據市場情況調整生產計劃。
上週市場出現比較大的下跌，醫藥並沒有走出獨立行情，跟隨市場下跌。前期強勢退燒藥、新冠疫苗基本上全面熄火，本週切換到“呼吸機/血氧儀”和“新冠特效藥”。
這或許是北京進入大部分人羣的新冠恢復期，上海深圳等進入快速達峯期，全國各地也分批次進入快速達峯期，伴隨着體驗預期越來越充分，前期大漲的板塊開始回調。
但因為北京醫院重壓期，“呼吸機/製氧機”和“新冠特效藥”又變得越來越重要，需求再起，老人患新冠後，對呼吸機、血氧儀、新冠特效藥的需求開始顯現，因此市場又開始看多這類細分方向。
12月26日聯防聯控機制綜合組宣佈自2023年1月8日起將新型冠狀病毒感染從“乙類甲管”調整為“乙類乙管”，標誌着新冠防控進入新的階段。
對於後續的醫藥投資方向，國盛證券認為醫藥底部上來實現了不小的修復，從邏輯角度已經走了兩個階段，第一階段是政策的過分悲觀預期修復，第二階段是疫情防控演繹下的抗疫線拉動。經過近 2 個月的反覆演繹，預期演繹較為充分，“新冠資產”裏面，可能“特效藥”資產在未來一個季度會有繼續博弈的可能性，其他要看調整幅度、預期再均衡情況和超預期場景演繹情況再看了。
財信證券認為 ，短期內，奧密克戎新毒株傳染性強，國內疫情傳播範圍仍有可能進一步擴大，防疫需求繼續存在，抗原自測在國內疫情防控優化新階段下的作用強化，建議關注新冠檢測相關公司如諾唯贊、泰林生物、萬孚生物等。
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