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中藥板塊持續走強,行業再添政策利好,機構扎堆調研
格隆匯 07-02 09:56

格隆匯7月2日丨中藥板塊持續活躍,江中藥業、中恆集團雙雙漲停,吉藥控股大漲超14%,九芝堂漲超8%,佐力藥業漲超7%,昆藥集團、西藏藥業、紅日藥業、中新藥業、白雲山等紛紛跟漲。

昨日,國家發展改革委、國家衛生健康委、國家中醫藥管理局和國家疾病預防控制局印發《“十四五”優質高效醫療衛生服務體系建設實施方案》的通知。方案提到,建設30個左右國家中醫藥傳承創新中心,重點提升中醫藥基礎研究、優勢病種診療、高層次人才培養、中醫藥裝備和中藥新藥研發、科技成果轉化等能力,打造“醫產學研用”緊密結合的中醫藥傳承創新高地。

2021年二季度以來,機構明顯加大了對中藥板塊公司的調研。據Wind數據,2020年四季度,申萬中藥行業中被機構調研的上市公司僅有8家,2021年一季度爲9家。2021年二季度接受機構調研的中藥上市公司家數則急劇增加,增至30家。一些公司2021年二季度接受調研的次數明顯超過今年一季度以及去年四季度。

華創證券指出,我國是世界中藥資源最豐富的國家,國際市場中70%的天然藥用植物來源於中國。隨着科學的發展,人民生活的日益改善,國際國內對中藥材科學醫療重視和認識的提高,特別是人類社會面對各類疫病時,中醫藥在臨牀中的傑出的表現,爲中醫藥獲取很大的發展機遇。

粵開證券此前分析,政策推動下,中藥龍頭企業有望迎來歷史性發展機遇,建議關注具有獨家品種、創新能力強、國際市場廣闊的中藥企業。

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