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国务院印发深化医改的实施意见,医药板块重挫

2021-10-18 JACKZHAO MedSci原创

国务院有关深化医药卫生体制改革的实施意见再度引发投资者对医药行业的政策担忧

近日,国务院医改领导小组印发《关于深入推广福建省三明市经验 深化医药卫生体制改革的实施意见》,要求常态化制度化开展药品耗材集中带量采购,建立医疗服务价格动态调整机制,深化公立医院薪酬制度改革,深化医保支付方式改革,推进医疗联合体建设,增强县级医院临床专科能力,健全家庭医生签约服务,加强乡村医生队伍建设。

《实施意见》围绕“大病重病在本省解决、常见病多发病在市县解决、头疼脑热等小病在乡村解决”的目标,要求各地学习三明坚持人民至上、敢为人先的改革精神,由地方党委或政府主要负责同志担任医改领导小组组长。《实施意见》强调,各省份要结合实际细化完善推广三明医改经验的措施要求,综合医改试点省份、紧密型县域医共体试点地区、公立医院综合改革示范地方和真抓实干成效明显地方等要结合实际先行先试,大胆突破创新。

今天周一,A股市医药板块下挫,国务院有关深化医药卫生体制改革的实施意见再度引发投资者对医药行业的政策担忧,沪深300医药卫生指数挫2.2%。中证医药100指数跌1.9%。过去一周,SW医药生物走势较弱,跑输沪深300。2021年10月11日-10月15日,SW医药生物行业指数下跌1.98%,跌幅在所有申万一级行业指数中居第九;跑输同期沪深300指数约2.02个百分点。细分板块中仅医药商业和中药录得正收益,分别上涨1.44%、1.36%,且均跑赢同期沪深300指数;生物制品、医疗器械、化学原料药、化学制剂和医疗服务均录得负收益。

国内医疗器械龙头迈瑞医疗今日早盘一度跌3.3%,跟随医药股整体跌势,且该公司7.2亿股限售股今日解禁,占公司总股本近六成,以迈瑞医疗378.03元/股的最新收盘价计算,公司解禁市值高达2710.48亿元,占下周A股解禁市值总额的84%。

9月23日,迈瑞医疗公告称已完成对Hytest Invest Oy(简称“海肽生物”)其下属子公司100%股权的收购,交易价款5.32亿欧元。海肽生物为全球知名体外诊断原料供应商。

迈瑞医疗在近期机构调研活动中表示,收购海肽生物对公司体外诊断业务意义巨大。该收购填补了国内在体外诊断上游顶尖原料领域的众多空白,公司将补强核心原料自研自产能力,提升核心原料自制比例。收购完成后,海肽生物将继续保持专业上游原料供应商的身份,为全球体外诊断用户长期、稳定、足量供货,并保持稳定且有竞争力的价格体系。

牙科龙头通策医疗在今日午盘也下挫7.8%,截止收盘时下跌4.71%,收于235.03元,此前已连续两日跌停,蒸发近200亿。有着“牙茅”之称的通策医疗成为股民、投资者集中吐槽的火力点。认证为公司董事长吕建明“Jimmylui”和网友怼起来,甚至说出“这样的人买我们的股票是我们的耻辱”。

通策医疗第三季度净利润增速仅5.88%,远低于市场预期,或是其股价连续两日跌停的原因。10月14日晚间,通策医疗发布了2021年第三季度报告。2021年1-9月,通策医疗实现营业收入21.36亿元,同比增长44.16%;实现归属于上市公司股东的净利润6.20亿元,同比增长55.09%;经营活动产生的现金流量净额为6.80亿元,同比增长48.13%。而单季度来看,通策医疗业绩增幅相对较小。2021年第三季度,通策医疗实现营业收入8.19亿元,同比增长12.44%;实现归属于上市公司股东的净利润2.69亿元,同比增长5.88%。

另据《中国基金报》等媒体报道称,许多机构人士将其归结为资金提前跑路。因为,该公司预计晚上将会披露三季报,而此前市场预期三季报表现很可能不达预期。另外,有来自公募基金的消息指,西南某省要联合其他9省搞牙科大集采。也就是说,通策医疗之前的逻辑“壁垒”将彻底失效了。按照这个逻辑,爱尔眼科等也可能快了。

金域医学、丽珠集团、凯莱英、长春高新、华熙生物、万泰生物等诸多白马股跌幅均超3.5%。

沪深生物医药ETF盘中均跌2%左右。

路透社援引自花旗银行报告称,制药龙头未来面临的来自政府集中采购的新增影响应当较为有限,与此同时,医疗设备和服务面临的价格管制压力将增加。

但从一级市场投资情绪来看,全球一级市场投融资热度不减,生物医药板块依旧维持着高景气度,下跌带来了机会,部分外资已经陆续入场医药板块。据Wind数据显示,截至到2021第三季度,纳斯达克新上市生物科技公司数量已经达到2020年全年的98%,这意味着,今年有很大机会创出新的记录。

据Wind数据显示,按照申万一级行业分类,9月份以来,北上资金累计净流入超百亿元到医药生物板块。与此同时,国内公募基金也在调整中,小幅加仓医药股,医药板块的潜力已经重新得到各家资本及机构的关注和认可。

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    2021-10-20 tidiq
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    2021-10-20 cathymary
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    2021-10-18 zcctx2003

    0

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    2021-10-18 ms3000001364007089

    👍🏻

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4月15日起,山西省所有公立医疗机构和驻晋军队医疗机构,全面启动执行第二批国家组织药品集中采购和使用山西中选结果。

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