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科创板年内已发行124只新股 逾九成公司上半年盈利_央广网

科创板年内已发行124只新股 逾九成公司上半年盈利_央广网
finance.cnr.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finance.cnr.cn Daily Mail and Mail on Sunday newspapers.

China , Shanghai , Huaxin , B-guangdong-jiangsu , Innovation-service , Network-alliance , Opus-dei , Start-kai , Medical-service , Medical-device , Medical-paul , Country-medical-device-genesis-new

科创板年内已发行124只新股 逾九成公司上半年盈利 _ 东方财富网

【科创板年内已发行124只新股 逾九成公司上半年盈利】截至9月3日,科创板年内新增117家上市公司和7家发行待上市公司,合计124家。其中,115家公司上半年实现盈利,占比超90%;50.8%的公司上半年归母净利润同比增速超50%,主要集中在医药生物、机械设备和电子行业。(中国证券报)

China , Shanghai , Huaxin , B-guangdong-jiangsu , Innovation-service , Network-alliance , Opus-dei , Start-kai , Medical-service , Medical-device , Medical-paul , Country-medical-device-genesis-new

科创板年内已发行124只新股_央广网

科创板年内已发行124只新股_央广网
tech.cnr.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tech.cnr.cn Daily Mail and Mail on Sunday newspapers.

China , Shanghai , Huaxin , B-guangdong-jiangsu , Innovation-service , Network-alliance , Opus-dei , Start-kai , Medical-service , Medical-device , Medical-paul , Country-medical-device-genesis-new

拓展成长空间 医药行业研发创新加力_中国经济网——国家经济门户

拓展成长空间 医药行业研发创新加力_中国经济网——国家经济门户
ce.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ce.cn Daily Mail and Mail on Sunday newspapers.

Anhui , China , Guangdong , Jilin , Switzerland , Union-region-group , Innovation-service , Province-union , China-economy , Country-economy , Step-switzerland-medical

医药生物行业动态报告:化学发光集采开启 进口替代有望提速 _ 东方财富网

化学发光省级集采正式拉开帷幕,国产品种有望加速实现进口替代安徽省于8月19日发布了《安徽省公立医疗机构临床检验试剂集中带量采购谈判议价公告》,将部分临床用量较大、采购金额较高、临床使用较成熟、市场竞争较充分的临床检验试剂纳入采购范围。

Anhui , China , Siemens , Innovation-service , Anhui-province , Chemiluminescence-market , Medical-device , Medical-paul , Country-medical-device-genesis-new , Innovation-medical-device , Medical-service

中国银河维持医药行业推荐评级:医药持仓占比提升,关注"创新+消费"主线


每日经济新闻
2021-08-03 08:42:20
每经AI快讯,中国银河08月03日发布研报称:维持医药行业推荐评级。
21Q2主动非债基金医药股持仓占比提升,重仓股数量与持有总市值环比增加:21Q2主动非债基金医药股持仓占比提升,重仓股数量与持有总市值环比增加,重仓集中度下降。总体来看,20Q1医药板块持仓占比有所上升,医药板块热度不减,主要原因系一方面医药板块业绩增长强劲,医疗服务等细分板块持续维持高景气度;另一方面,医美、基因治疗等新赛道关注度大幅提升;此外,国内外疫情反复,体外诊断和疫苗板块配置价值依然存在。我们认为,在全球疫情反复的大背景下,医药行业比较优势有望延续,抗疫板块有望借势继续维持高景气增长,同时,受益于人口老龄化加速、消费升级等因素,医药板块作为内需中的刚需,长期持续发展的产业逻辑较为确定,“创新+消费”仍为当前投资主线。
行业进入研发创新新时代,未来成长空间广阔:一方面,国家持续政策扶持以及科创板上市规则整体利好研发创新型药械公司及创新服务产业链,主板创新服务产业链相关标的有望重塑估值。另一方面,医保控费降价大环境倒逼企业创新,创新研发大势所趋。与此同时,我国药械创新水平与国际巨头仍有差距,未来发展空间广阔。
投资建议:建议持续关注创新药械与创新服务产业链、医疗服务、医药消费板块。本月推荐组合表现(年初至7.29)。
风险提示:控费降价压力超预期的风险;药品、高值耗材带量采购的价格降幅及推进速度超出预期的风险。

China , B-division-divine , Innovation-service , China-galaxy , News-china-galaxy , Medical-service , Medical-device , Medical-paul , Country-medical-device-genesis-new , Innovation-medical-device , சீனா

医药股全线爆发,主力重点出击这些股,绝地反攻开始了?

医药股全线爆发,主力重点出击这些股,绝地反攻开始了?
yicai.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yicai.com Daily Mail and Mail on Sunday newspapers.

China , Chile , Great-wall , China-general- , Innovation-service , New-crown , China-galaxy , Medical-device , Medical-paul , Country-medical-device-genesis-new , Innovation-medical-device

医药股全线爆发 主力重点出击这些股 绝地反攻开始了? _ 东方财富网

医药股全线爆发 主力重点出击这些股 绝地反攻开始了? _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

China , Chile , Great-wall , China-general- , Innovation-service , New-crown , China-galaxy , Medical-device , Medical-paul , Country-medical-device-genesis-new , Innovation-medical-device

八大券商主题策略:医药是内需中的刚需!重视加强针+出海预期下的疫苗标的_财经评论(cjpl)股吧_东方财富网股吧

八大券商主题策略:医药是内需中的刚需!重视加强针+出海预期下的疫苗标的_财经评论(cjpl)股吧_东方财富网股吧
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Latvia , Thailand , Zhejiang , China , Jiuzhou , Hainan , Shanxi , Fujian , Chile , Zhao-yan , Hebei , Ireland

医药:ASCO2021摘要发布 国内创新数质提升 _ 东方财富网

医药:ASCO2021摘要发布 国内创新数质提升 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Taiwan , Bangladesh , Shanghai , China , United-states , Thailand , Hong-kong , Jingdong , Guangdong , Shenzhen , Vientiane , A11