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【券商聚焦】交银国际料短期内医药板块仍有进一步修复空间

[Brokerage Focus] Bocom Intl expects further room for recovery in the pharmaceutical sector in the short term.

Jingu Finance News ·  Oct 3 09:11

Jingu Finance News | Bocom Intl stated that the fifth batch of consumables national procurement has started, and the market for cochlear implants and peripheral interventions may enter a new cycle. In addition, many places have lifted restrictions on the quantity of pharmaceuticals used in hospitals, accelerating the entry of pharmaceuticals into hospitals. The bank pointed out that with the inclusion of national procurement, the expected decrease in the price of cochlear implants may bring incremental market demand, creating market share replacement space for domestic brands. The bank believes that in the short term, there is still room for further recovery in the pharmaceutical sector, and it specifically recommends Simcere Pharma (02096), Hutchmed (China) (00013), Kangjiaya (02162), and Akeso (09926) as innovative drug targets with rich short-term catalysts, high profit growth or clear profit-loss balance time, and considerable valuation repair elasticity.

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