长春高新闪崩，疫苗ETF下跌
格隆汇6月7日丨长春高新突发跌停，鹏华基金生物疫苗ETF 、富国基金疫苗龙头ETF、天弘基金生物医药ETF、国泰基金管疫苗ETF跌超2%，今年来跌超15%。
疫苗ETF跟踪国证疫苗与生物科技指数，聚焦生物疫苗产业龙头，为投资者提供布局疫苗与生物科技赛道的指数投资工具。疫苗生科指数目前包含成份股共50只，涵盖了疫苗研发及生产、其他生物制品及生物科技共三部分，其中疫苗产业占比超过60%。
这已经不是长春高新第一次闪崩跌停，2021年5月长春高新创下历史新高后，在2021年5月21日闪崩跌停；2022年1月19日，突然跳水，连续3个跌停；2022年8月18日，再度闪崩跌停；2023年3月17日跌停；6月7日闪崩跌停了。
对于公司股价的大跌，长春高新证券部工作人员表示，公司生产经营一切正常，现在尚不清楚股价闪崩的原因。
长春高新4月17日发布的2023年一季报显示，公司第一季度实现营业收入27.78亿元，同比下降6.63%；实现归母净利润8.57亿元，同比下降24.71%。
对于医药行业，招商证券表示，医药政策周期底部已过，迎接新成长，医药政策的2个重要节点为:2015年药监局开启的药审改革:在供给端去芜存菁，将药品审评标准与国际接轨，2018年医保局成立:作为需求端的“代言人”，通过购买手段加速优胜劣汰，优化支出结构。
通过2015-2019年的密集政策出台，医药政策框架已整体确立，医药“三医联动”。在经历近年的具体落地实施、传导到相关企业端的经营后，进入相对稳态;也逐步出台了如贴息贷款、创新药谈判简易续约、中医药扶持等政策，进一步鼓励行业发展。
经历了前期集采、医保谈判等政策充分消化及落地，市场从规避产品型公司以规避降价风险，重回到关注产品型公司，尤其在经历了近年积累后研发产出新品的公司中，寻找新的成长方向。
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