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《大行報告》里昂:內地近期醫保數據顯示消費力佳 對醫療股行業增長前景樂觀
里昂發表報告指出,美國財長耶倫本周訪華,或緩和中美緊張局勢,並穩定雙方關係。此外,考慮到最近批准的新藥在下半年的收入貢獻,該行預期中國醫療保健行業的宏觀環境將有所改善,短期流動性融資壓力料有所緩解。 該行認為,內地近期醫保數據顯示消費能力良好,而「十四五」下醫療器械採購計劃亦超出市場預期,相信可加快醫院設備採購進度。加上行業基本面強勁,該行對內地醫療股行業增長前景保持樂觀。 此外,該行指儘管在港上市的醫療股受到流動性收縮的影響,但仍預計在完好的行業基本面支持下,情況將有所改善。該行偏好處方藥、醫療器械、生物技術和醫藥合同外包服務(CXO)股份,當中首選石藥(01093.HK)、康哲藥業(00867.HK)、恆瑞醫藥(600276.SH)、康方生物(09926.HK)、華東醫藥(000963.SZ)、國藥控股(01099.HK)、翰森製藥(03692.HK)及藥明康德(02359.HK)。
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