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国金证券:关注医药行业两个方向的投资机会

Securities Times ·  Jul 29 09:00

证券时报网讯,国金证券研报指出,建议关注医药行业两个方向的投资机会:

1)新质生产力属性较强的创新药赛道和创新器械赛道受益政策鼓励和市场偏好变化,如ADC药物、GLP—1药物、电生理等创新赛道;

2)院内复苏有望推动存量药品及器械放量,如精麻药物、医疗设备、化学发光诊断、原料药(维生素、抗生素)及生物制品(长效干扰素、三代胰岛素、血液制品)等。

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