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医药生物行业2024年投资策略：重塑价值导向，医药新周期开启-20231107-光大证券

医药持仓略有上升，估值具备吸引力仍有增配空间：2023Q3，股票型公募基金重仓医药市值占比14.01%，环比+1.58pct，市场悲观情绪修复，医药持仓环比上升。当前医药行业估值处于过去10年中较低水平，我们认为行业成长性和确定性兼具，仍具备潜在增配空间。Q1受防疫措施优化影响，院内诊疗恢复预期较强；Q2医药行业受市场资金切换影响，出现明显回调；Q3医药板块整体围绕“医药领域反腐”出现较大波动，初

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