長春高新閃崩，疫苗ETF下跌
格隆匯6月7日丨長春高新突發跌停，鵬華基金生物疫苗ETF 、富國基金疫苗龍頭ETF、天弘基金生物醫藥ETF、國泰基金管疫苗ETF跌超2%，今年來跌超15%。
疫苗ETF跟蹤國證疫苗與生物科技指數，聚焦生物疫苗產業龍頭，為投資者提供佈局疫苗與生物科技賽道的指數投資工具。疫苗生科指數目前包含成份股共50只，涵蓋了疫苗研發及生產、其他生物製品及生物科技共三部分，其中疫苗產業佔比超過60%。
這已經不是長春高新第一次閃崩跌停，2021年5月長春高新創下歷史新高後，在2021年5月21日閃崩跌停；2022年1月19日，突然跳水，連續3個跌停；2022年8月18日，再度閃崩跌停；2023年3月17日跌停；6月7日閃崩跌停了。
對於公司股價的大跌，長春高新證券部工作人員表示，公司生產經營一切正常，現在尚不清楚股價閃崩的原因。
長春高新4月17日發佈的2023年一季報顯示，公司第一季度實現營業收入27.78億元，同比下降6.63%；實現歸母淨利潤8.57億元，同比下降24.71%。
對於醫藥行業，招商證券表示，醫藥政策週期底部已過，迎接新成長，醫藥政策的2個重要節點為:2015年藥監局開啟的藥審改革:在供給端去蕪存菁，將藥品審評標準與國際接軌，2018年醫保局成立:作為需求端的“代言人”，通過購買手段加速優勝劣汰，優化支出結構。
通過2015-2019年的密集政策出台，醫藥政策框架已整體確立，醫藥“三醫聯動”。在經歷近年的具體落地實施、傳導到相關企業端的經營後，進入相對穩態;也逐步出台瞭如貼息貸款、創新藥談判簡易續約、中醫藥扶持等政策，進一步鼓勵行業發展。
經歷了前期集採、醫保談判等政策充分消化及落地，市場從規避產品型公司以規避降價風險，重回到關注產品型公司，尤其在經歷了近年積累後研發產出新品的公司中，尋找新的成長方向。
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