Report center

首创证券-医药行业2024年投资策略：寻找确定性和拐点型机会-240108

医药行业的估值在过去3年经历了一个较长的下行周期，我们认为主要是由于多个细分赛道各自的外部政策/经营环境、行业景气度、公司经营周期等出现一定程度波动所致。我们认为，由于集采规则更加科学化，在集采逐步覆盖仿制药/高值耗材存量大品种后，业绩出清，创新产品陆续上市后形成新的业绩增长点，院内药品/器械相关公司业绩企稳后将迎来新的增长周期；疫情后院内诊疗复苏后带动相关设备/耗材需求增长；海外一级市场投融资率

No subject companies

Publishers

首创证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1首创证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph