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研報掘金|國金證券:三季度到四季度將是醫藥板塊企業明顯提速改善的拐點
格隆匯 07-09 08:58

國金證券研報指出,高能級的創新藥全鏈條支持政策的出台,不僅將為創新藥產業鏈條的帶來支持和保障,更能有效消除市場對醫藥板塊的政策憂慮,創造估值回升趨勢。半年報窗口來臨,應對二季度業績的温和復甦保持合理預期,三季度到四季度將是醫藥板塊企業明顯提速改善的拐點。有理由認為,醫藥板塊三季度將迎來改善行情,同時醫藥板塊整體超過3年的長期調整也有望反轉 。重點佈局:1. 高創新藥械品種享受創新支持政策紅利;2. 院內存量藥械需求三季度復甦。

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