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医药生物行业2023年年度策略报告：估值底部，关注确定性趋势-20221220-国开证券

2022年，医药行业延续调整态势，虽进入四季度有所反弹，但目前估值水平仍处于近10年来的底部区间。医药行业需求具备持续性、确定性和相对刚性，随着明年疫情影响减弱，行业业绩有望在低基数上回升，叠加集采等政策边际回暖，建议关注行业的配置价值。创新药：经过大幅调整，创新药板块已处于多年来的底部，未来在需求的支撑、技术进步的驱动下，我们认为成长性确定。从基本面看，部分扰动因素已经边际好转。建议关注以临床

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