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医药行业周报:本周医药涨幅居前 关注广东联盟集采和DIP管理规程发布 _ 东方财富网


  本期投资提示:
  本周市场表现:本周(20210712-20210716)申万医药生物指数上涨2.61%,同期上证指数上涨0.43%,万得全A 上涨0.87%。本周医药生物指数在28 个申万一级子行业中表现排名第7。子版块中,生物制品、医疗服务等涨幅居前:生物制品(+6.36%)、医疗服务(+4.51%)、化学制药(+0.69%)、医疗器械(-0.03%)、医药商业(-0.66%)、中药(+1.94%),当前医药板块整体估值40.4 倍(PE-2021E),28 个申万一级行业中排名第6。
  疫情及疫苗接种跟踪:(1)国药与科兴疫苗进入COVAX 疫苗库:国药和科兴新冠疫苗进入“新冠肺炎疫苗实施计划”(COVAX)疫苗库,可从7 月开始向COVAX 供应疫苗以用于发展中国家的新冠疫情防控;(2)国内疫情及疫苗接种情况:7 月16 日,国内累计报告接种新冠病毒疫苗约14.4 亿剂次。7 月17 日,全国新增确诊病例33 例,其中本土病例1 例(在云� ....

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