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基金二季度加仓 电子医药有色增持较多

　　公司多款重磅产品卡瑞利珠单抗、氟唑帕利、吡咯替尼、阿帕替尼、硫培非格司亭等获批、且陆续进医保，进入放量收获期，未来3年公司业绩增长有望提速。东吴证券(行情601555,
诊股)指出，公司强化国际化战略，国际化战略布局加快。2020年10余款项目申报临床，为公司后续业绩成长注入持续动力；URAT、JAK1、AR、CDK4/6、PCSK9、BTK等均是目前重要创新药靶点，且研发进展处于全国领先地位；吡咯替尼、卡瑞利珠单抗、盐酸右美托咪定等多款产品均已实现国际化，多款产品已在海外布局临床试验；内生性适应症拓展+外延式创新输出，公司研发战略布局凸显。
　　智飞生物（300122）创新产品进入收获期
　　公司经过多年开拓，已打造了国内领先的疫苗营销推广能力，目前公司现已建成国内同行业覆盖面最广、最深入终端的独有营销体� ....

United States , Hong Kong , New Crown , Northern Territory , Rayleigh Pearl , Kam Yan , Xu Tao , Service Market , Sea School District West , Group Market , Oral Medical Service , Hong Kong Center Hospital , Fund Opening , Hospital For Center , Nigeria Division , Hospital Medical Service , Ningbo Academy , Hospital Brancha Region , Oral Medical Group , Holdings Market , Technology Market , Chemical Electrical , Square Science , Focus Pan , Country Sheng , Enterprise Application ,

基金二季度加仓 电子、医药、有色等板块增持较多 _ 东方财富网

恒瑞医药(600276)业绩增长有望提速
　　公司多款重磅产品卡瑞利珠单抗、氟唑帕利、吡咯替尼、阿帕替尼、硫培非格司亭等获批、且陆续进医保，进入放量收获期，未来3年公司业绩增长有望提速。东吴证券指出，公司强化国际化战略，国际化战略布局加快。2020年10余款项目申报临床，为公司后续业绩成长注入持续动力；URAT、JAK1、AR、CDK4/6、PCSK9、BTK等均是目前重要创新药靶点，且研发进展处于全国领先地位；吡咯替尼、卡瑞利珠单抗、盐酸右美托咪定等多款产品均已实现国际化，多款产品已在海外布局临床试验；内生性适应症拓展+外延式创新输出，公司研发战略布局凸显。
　　
创新产品进入收获期
　　公司经过多年开拓，已打造了国内领先的疫苗营销推广能力，目前公司现已建成国内同行业覆盖面最广、最深入终端的独有营销� ....

United States , Hong Kong , New Crown , Northern Territory , Rayleigh Pearl , Kam Yan , Xu Tao , Service Market , Sea School District West , Oral Medical Service , Group Higashiyama , Hong Kong Center Hospital , Fund Opening , Hospital For Center , Nigeria Division , Hospital Medical Service , Ningbo Academy , Hospital Brancha Region , Oral Medical Group , Technology East Cheng , Chemical Electrical , Square Science , Focus Pan , Country Sheng , Enterprise Application , Kay Science ,

基金二季度加仓 电子、医药、有色等板块增持较多————东方财富网博客

基金二季度加仓电子、医药、有色等板块增持较多————东方财富网博客
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.

United States , Hong Kong , New Crown , Northern Territory , Rayleigh Pearl , Kam Yan , Xu Tao , Service Market , Sea School District West , Oral Medical Service , Group Higashiyama , Hong Kong Center Hospital , Fund Opening , Hospital For Center , Nigeria Division , Hospital Medical Service , Ningbo Academy , Hospital Brancha Region , Oral Medical Group , Technology East Cheng , Chemical Electrical , Square Science , Focus Pan , Country Sheng , Enterprise Application , Kay Science ,

中报业绩预告加速 掘金有色金属等真成长行业 _ 东方财富网

智飞生物(300122)业绩有望强劲增长
　　公司经过多年开拓，已打造了国内领先的疫苗营销推广能力，目前公司现已建成国内同行业覆盖面最广、最深入终端的独有营销体系。从疫苗产业发展趋势看，我们认为，产品贯穿始终，而且随着发展阶段的不同，后续创新品种更加关键；同时，商业化能力对于疫苗而言亦非常重要，而且，随着时间的推移，其重要性将日益凸显，我们预计在2020-2025年国产大品种存量消化黄金期后，商业化能力将成为竞争最为关键的因素之一。公司除了日益丰富的研发管线，创新品种持续突破外，未来销售推广能力亦将为公司插上腾飞的翅膀，助力公司在竞争中胜出。天风证券指出，公司作为行业龙头企业，研发能力不断提升，随着自主疫苗的陆续上市，逐步迎来创新产品收获期，公司业绩有望迎来强劲增长。
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恢复性增长可期 这三大行业中期业绩或将"爆表" _ 东方财富网

恢复性增长可期这三大行业中期业绩或将"爆表" _ 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.

Yangtze River , China General , United States , Czech Republic , Yao Hui , Shao Linlin , Service Operations , Yu Pass Group , Technology Jin Ka , Wuxi Service , Europe School , Chi State , Sofia Gold , Kennedy Long , Ming Paper , New Crown , Sun Paper , Ultra Market , Guangxi North Sea , Force Green , Sea Pass , Hainan Green , Disclosure Notice , White Green , King Ning , Sheng Science ,