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中信建投证券:预计第二季度医药行业整体增速将逐步企稳

CSC: It is expected that the overall growth rate of the pharmaceutical industry will gradually stabilize in the second quarter.

Breakings ·  Jun 11 08:31
According to the research reports of csc, in 2023, the revenue of the entire pharmaceutical industry sector increased by 0.79% year-on-year, maintaining a positive growth trend in the first three quarters. The year-on-year revenue growth rate for the whole year is lower than the first three quarters, mainly due to the influence of the base number and the increase in compliance requirements. In the first quarter of 2024, the revenue of the entire pharmaceutical industry sector slightly decreased by 0.21% year-on-year, and the influence of high base number and compliance requirements is still continuing. Starting from Q2, some high base number factors gradually weaken, and enterprises gradually adapt to the operation under the new compliance norm, and the overall growth rate is expected to gradually stabilize. Looking at the second half of the year, considering the low base number of in-hospital sales in the same period last year, the overall growth rate will be better than the first half of the year.

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