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港股異動|四環醫藥一度升超6.5% 創新藥政策利好+機構看好行業長期向好
格隆匯 07-08 15:01
四環醫藥(00460.HK)午盤一度升超6.5%,報1.14港元。消息面上,7月1日,國家醫保局、國家衞生健康委聯合印發《支持創新藥高質量發展的若干措施》。《措施》首次明確,將在確保安全合規的前提下,探索開放全國統一醫保信息平台上的疾病譜、臨牀用藥需求等核心數據資源。同時,《措施》提出增設商業健康保險創新藥品目錄,重點納入創新程度高、臨牀價值大、患者獲益顯著且超出基本醫保保障範圍的創新藥。平安證券發佈研報指,中國創新藥企正在用類似Deepseek的路徑重塑全球醫藥創新格局,即用更低的成本、更高的效率創造相同甚至更好的創新成果。同時,部分創新藥已在全球市場取得商業化突破,國產創新藥已有超10億美元收入的產品。國內藥企的競爭以及政策的利好也加速了創新藥行業量變到質變的積累。該行認為在創新藥BD熱潮持續、商業化迎來突破及支持政策持續加碼的驅動下,創新藥行業長期向好。(格隆匯)
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