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银河证券:集采政策影响市场情绪 医药板块整体估值仍低

Galaxy Securities: collective Mining Policy affects Market sentiment the overall valuation of the pharmaceutical sector is still low

Breakings ·  Nov 4, 2022 08:23
China Galaxy Securities Research News believes that the collection policy affects market sentiment, and the overall valuation of the pharmaceutical sector is still low. At present, the short-term market of medicine is still dominated by policy trends, and investors are advised to pay close attention to the mood and intensity of the next medical policy. The next key point of policy observation will be the national negotiations on innovative medicine health insurance at the end of November, which is expected to serve as a window to see whether drug policy is marginally loose. Be optimistic about the policy to accelerate the trend of domestic replacement of medical equipment, the possibility of routine business of testing and diagnosis recovering from the impact of the epidemic, and high-end consumer areas such as medical beauty. This month's recommended stocks focus on testing / IVD, medical equipment, medical beauty and other directions.

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