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《大行報告》里昂重申看好中國醫療行業 首選石藥(01093.HK)、國藥(01099.HK)、泰格醫藥(03347.HK)、藥明生物(02269.HK)及康方生物(09926.HK)
里昂發表報告指,醫院就診率的潛在改善是今年關鍵的投資主題。長遠而言,RNA藥物技術革命和創新藥物全球化可能成為兩個主要的催化劑。在政策改善的背景下,創新藥物驅動的新產品周期也即將來臨。而疫情的影響可能會在春節後改善。 該行指,由於近期受到疫情限制,預計今年內地的患者流量暫時同去年類似。展望今年後期,如果病人流量恢復至2019年的水平,醫院就診量和住院病人就診量的按年增長可能分別超過28%和5%。同時預計人均醫療費用和住院服務費用的增長速度與前幾年相似,分別為8%和3%,有可能導致今年全行業增長20%。 里昂認為,今年是中國醫療保健的關鍵一年。在病人流量預期恢復下,重申看好中國醫療行業,首選石藥(01093.HK)、國藥(01099.HK)、泰格醫藥(03347.HK)、藥明生物(02269.HK)及康方生物(09926.HK)等。
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