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中信建投:看好2025年醫藥行業投資機會
格隆匯 04-18 08:03
中信建投研報稱,從過去幾年已經出台的各項行業政策看,“三醫聯動”頂層制度設計的各項改革措施已經逐步落地。醫藥領域的改革政策已進入常態化階段,醫保領域最值得關注的增量政策是建立多元複合的醫保支付方式改革,醫療領域即將迎來薪酬制度及分級診療等“深水區”的改革。整體符合預期。我們看好2025年醫藥行業投資機會,建議重點關注新增量(創新、出海、邊際變化)和行業整合機會。
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