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《大行》花旗:上海促進商業健康保險高質量發展 看好恆瑞醫藥(01276.HK)等藥企
花旗研究報告指出,上海金融監管局、上海市醫保局等部門近日聯合發佈《關於促進商業健康保險高質量發展助力生物醫藥產業創新的若幹措施》,認爲上海試點將逐步擴展至全國。 花旗表示,商業保險作爲醫療系統的新財源,應有助於推動藥品、醫療器械、診斷及其他醫療程序的使用增加,預期創新產品將尤爲受益。在花旗的研究範圍內,認爲當中主要受益者包括恆瑞醫藥01276.HK)、翰森製藥(03692.HK)、中生製藥(01177.HK)、信達生物(01801.HK)、邁瑞醫療(300760.SZ)及平安好醫生(01833.HK)。
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