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午后跳水，煤飞色舞逆势上涨！————东方财富网博客

午后跳水，煤飞色舞逆势上涨！————东方财富网博客
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医药周报：板块震荡精选赛道良好、中长期估值消化确定性强的核心资产 _ 东方财富网

　　4、从资本性支出的角度，维持现有的现金流基本上不需要投入，产品微创新为主，研发成本不高，为维持住现有现金流和保持行业地位资本性支出不大，技术颠覆带来的压力小。
　　风险提示：政策性风险，安全性生产风险，技术颠覆性风险，研发进展不及预期风险。
　　行情回顾：本周医药板块高开低走，受集采政策以及新冠病毒变异等信息影响，器械及疫苗板块表现不佳。本周生物医药板块下跌2.39%，跑输沪深300 指数2.28pct，跑输创业板指数3.47pct，在30个中信一级行业中排名靠后。本周中信医药大部分子板块下跌，其中医疗服务、医药流通和医疗器械板块下跌较多，分别下跌4.12%、3.22%和3.07%，仅中药饮片和化学制剂有所上涨。医药板块在前期创下新高后持续震荡，部分核心资产盘整，投资热点切换较快。基于赛道、业绩增长和� ....

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八大券商主题策略：你知道"牙齿"值多少钱吗？千亿级市场空间潜力股名单来了_市场掘金_市场_中金在线

　　国海证券：兼具医疗与消费属性！我国种植牙市场空间可达1060亿元
　　国民支付能力和健康意识的提升将持续促进种植牙市场需求高速增长；首先从供给侧看，民营口腔医院数量由149家上升至723家，2016-2019年口腔医生数量复合增速13.6%，口腔医生中掌握种植牙技能的约占20%，相对短的学习曲线使医生供应基本满足市场需求的增长。其次缺牙数量跟年龄有强正相关性，老龄化将催化市场进一步增长，35-44岁年龄层人均缺牙0.4颗，55-64岁3.7颗，65-74岁7.5颗，根据人口测算即使低治愈率下我国种植牙市场存量规模可达1763亿元。
　　最后从渗透率看，2020年我国每万人种植牙数量28颗，对比韩国(种植牙已经进入医保)的每万人632颗，有21倍差距，按发达国家渗透率每万人约200颗，价格以目前的50%计算，我国种植牙市场空间可达1060亿元，未� ....

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医药板块逆市拉升，机构建议逢低布局，关注四投资主线 _ 证券时报网

医药板块逆市拉升，机构建议逢低布局，关注四投资主线 _ 证券时报网
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7月14日晚间重要行业研究汇总(附股) _ 东方财富网

7月14日晚间重要行业研究汇总(附股) _ 东方财富网
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