中信建投:中期維度專利懸崖有望帶來特色原料藥機會
中信建投研報稱,2023年原料藥行業經歷一定調整,市場競爭和供求關係變化帶來部分化學原料藥品類價格下降,且價格下跌過程中下游客户會降低庫存和採購週期。進入2024年,從上市公司報表來看,庫存指標和存貨週轉天數持續優化,多數原料藥品種價格逐步見底,下游客户去庫存接近尾聲。中期維度專利懸崖有望帶來特色原料藥機會,製劑轉型逐步弱化業績週期性,合成生物學技術應用推動綠色生產水平提升,中信建投對於板塊後續保持樂觀判斷。研報顯示,2023至2030年總計約2360億美元的藥品面臨專利懸崖,仿製藥放量對應着API需求的加大,展望未來幾年,專利懸崖將為特色原料藥企業帶來機遇。
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