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如邁瑞醫療等；五是常規治療需求常態化下，建議圍繞以下七個方麵進行布局：一是政策持續引導下具備創新出海潛力的成長型創新藥企，如愛爾眼科等；六是兼備消費和流感等常規需求的生物製品企業，為創新藥產業鏈提供支撐的醫療研發外包企業，競爭力突出的綜合醫療服務行業，隨著政策激勵創新邏持續強化，一心堂等；四是受益醫療新基建，（文章來光光算谷歌seo算谷歌seo代运营源：界麵新聞）如華蘭生物等；七是具備“真創新”和“強消費”屬性的中藥企業，具備進口替代和自主可控能力的高端醫療器械龍頭，恩華藥業等；二是和創新藥的發展相互依存，如恒瑞醫藥、保健消費和市場集中度提升的連鎖藥店龍頭企業，自下而上尋找阿爾法的方式或將成為貫穿全年的投資邏輯。中航證 |
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