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2023三季度医药行业业绩总结:外部干扰陆续平复,业绩陆续体现公司主业稳健运营-20231106-华安证券

华安证券研究所 投资观点:医药大底机会 (1)行业市值龙头配置(流动性+配置):药、械、制品龙头、服务,如智飞生物、迈瑞医疗、爱尔眼科等,建议关注恒瑞医药、药明康德。 (2)细分领域龙头公司:亚辉龙(发光追赶+自免领先+增速快)、君实生物(出海美国FDA鼻咽癌获批在即+管理改善)、绿叶制药(CNS龙头+出海)、特宝生物(乙肝干扰素独家)、艾迪药业(HIV复方单片)、兴齐眼药(阿托品)、英诺特(华安

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