資源描述:
《生物醫(yī)藥行業(yè)投資策略年度策略報(bào)告:醫(yī)藥創(chuàng)新環(huán)境優(yōu)化,醫(yī)保目錄對接落地》由會員上傳分享,免費(fèi)在線閱讀,更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
1、年度策略正文目錄1.醫(yī)藥行業(yè)整體情況描述..................................................31.1行業(yè)數(shù)據(jù).....................................................................................................31.2我們對醫(yī)藥產(chǎn)業(yè)未來的看法.......................................................
2、.................62醫(yī)藥板塊發(fā)展形勢......................................................62.1地方醫(yī)保目錄進(jìn)展緩慢,業(yè)績影響滯后.....................................................62.2創(chuàng)新藥環(huán)境優(yōu)化,創(chuàng)新藥上市值得期待.....................................................82.3中藥-配方顆粒試點(diǎn)放開,快消品受益
3、消費(fèi)升級.......................................102.4醫(yī)藥商業(yè)-關(guān)注兩票制進(jìn)展........................................................................132.5化學(xué)制劑-一致性評價(jià)落地年....................................................................152.6生物制品-疫苗企業(yè)回暖,其他生物制品分化.......
4、....................................162.7醫(yī)療器械板塊-關(guān)注細(xì)分領(lǐng)域龍頭.............................................................163我們的選擇...........................................................184風(fēng)險(xiǎn)提示...........................................................
5、.18圖表目錄圖表1:醫(yī)藥制造業(yè)收入增長..........................................................................................3圖表2:醫(yī)藥制造業(yè)總利潤增長.......................................................................................3圖表3:化學(xué)原料藥............................
6、.............................................................................4圖表4:化學(xué)制劑.............................................................................................................4圖表5:中藥飲片加工............................................
7、.........................................................4圖表6:中成藥制造.........................................................................................................4圖表7:生物制品板塊...................................................................
8、..................................4圖表8:醫(yī)療儀器設(shè)備及器械制造...................................................................................4圖表9:醫(yī)藥流通行業(yè)銷售總值與零售市場規(guī)模.............................................................5圖表10:藥品流通直報(bào)企業(yè)收入與利潤...............