行业研究报告题录
制造业--医药制造业(2022年第22期)
(报告加工时间:2022-07-12 -- 2022-07-31)

境内分析报告

  • [国研专稿]2022年1-5月医药行业运行分析
    2022年1-5月,医药行业主要运行指标呈现以下特点:一是行业固定资产投资额继续保持增长,同比增长8.1%;二是行业工业增加值增速为3.1%;三是行业零售额继续保持增长,同比增长9.2%;四是行业营业收入保持小幅增长,利润总额继续呈负增速,行业营业收入同比增长2.3%,利润总额同比下降20.6%。

境外分析报告

  • 全球包装医疗器械包装市场报告(2022-2027年)
    According to BIS Research, operating room management refers to processes that ensure a smooth surgical workflow while reducing surgical times and enhancing patient outcomes. These involve processes such as those that enable data management, inventory management, scheduling and planning of surgeries, communication among surgical staff within and outside the OR, and improved visualization, reporting, and documentation. The definition of each of the types of OR management solutions has been outlined as follows.
  • 全球包装心理健康市场展望预测报告(2022-2027年)
    Mental wellness is an internal resource that assists people in connecting, thinking, feeling, and functioning. It encompasses multiple aspects of mental, emotional, social, and psychological wellness. Mental wellness can prevent and alleviate mental health conditions.
  • 全球包装一次性隐形眼镜市场报告(2022-2027年)
    Disposable contact lenses are single-use lenses that are removed and discarded after use. These lenses are more convenient compared with reusable contact lenses. Increasing adoption of disposable contact lenses and popularity among practitioners are some of the major factors driving the market. As of 2021, at least 2.2 billion people across the globe have near or distant vision impairment. The most common reasons for vision impairment and blindness are uncorrected refractive errors and cataracts.
  • 全球可穿戴注射器创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the wearable injectors market. Wearable injectors are also called patch pumps or patch injectors that are liable for the delivery of medicine. These wearable injectors are evolved from the normal syringes and are designed to form the treatment easier with its single-step delivery mechanism.
  • 全球包装山羊奶化妆品市场报告(2022-2027年)
    Goat milk cosmetics are a small but growing component of the worldwide cosmetics industry. Despite the fact that market concentration is steadily rising as more small firms enter the market, big global cosmetic brands have yet to gain market dominance. Premium skincare products with no dangerous chemical components are becoming increasingly popular among consumers. As a result, indigenous brands are rapidly hitting the market with a variety of natural components that claim to have medicinal characteristics. These items are more likely to catch the attention of customers.
  • 全球伤口护理创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the wound care market. Wound care biologics are bioengineered products used for non-healing wounds of the lower extremity. Demand for wound care biologic products is expected to increase significantly as early intervention of diabetic ulcer can prevent severe complications such as infection, hospitalization, and amputation. Wound care biologics market is expected to gain significant traction, as the commercially available skin substitutes have clinical and experimental evidence of efficacy in wound healing.
  • 全球运动医学创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the sports medicine market. Sports medicine is a branch of medicine that deals with physical fitness and the treatment and prevention of injuries related to sports and exercise.
  • 全球抗炎药市场展望预测报告(2022-2027年)
    Inflammation is a defensive response of the body’s immune system to diseases or infections. During many infectious and non-infectious diseases, it is the first symptom shown by the body, and if untreated, often leads to irreversible damage and even death. Inflammation can be acute, sub-acute, and chronic. Acute Inflammation: Tissue damage due to microbial invasion, trauma, or noxious compounds can induce acute inflammation in people. It starts rapidly, becomes severe in a short time, and manifests various symptoms, which are likely to last for a few days. Cellulitis and acute pneumonia are common examples of acute inflammation.
  • 全球包装呼吸机市场展望预测市场报告( 2022-2027年)
    Ventilators facilitate the inward and outward movement of breathable air from the lungs to offer mechanical ventilation to patients who have undergone a surgical procedure. Also, ventilatory support is provided to individuals who require emergency oxygen therapy in intensive-care medicine, home care, and emergency medicine. The patient is connected to a ventilator using an artificial airway, which is a hollow tube that goes through the mouth into the main airway or trachea. A mechanical ventilator provides respiratory support until patients can breathe on their own.
  • 全球套管针创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the trocars market. A trocar is a medical or veterinary device that is made up of an awl, a cannula, and a seal. Trocars are placed through the abdomen during laparoscopic surgery. The trocar functions as a portal for the subsequent placement of other instruments, such as graspers, scissors, staplers, etc

投资分析报告

  • 医药行业:医药行情是拐点还是反弹?消费医疗及创新药两大方向-7月策略报告
    医药板块性价比高,下半年超额收益将会更加明显。医药性价比较高,上涨趋势明显:其一中报确定性高,尽管2022年Q2或许将受到一定程度影响,但可预期Q3将会加速增长,尤其是消费医疗领域;其二医药标配约8%,全基配置比例约4%,严重低配;其三医药板块尽管有所反弹,估值仍为约近十年最低。从市场表现看,前期跌幅大、且机构容易重仓的大市值公司股价较强,例如长春高新、智飞生物、恒瑞医药等。消费医疗为持续主线原因:其一消费医疗成长性与政策免疫性;其二疫情有效控制,消费复苏趋势明显;其三经历了近一年市场调整,消费医疗个股估值比较具有吸引力;其四从筹码结构看,经历长期下跌医药基金持仓比例较低,其它重要子板块资金流向消费医疗板块。
  • 医药生物行业:全国药品第七次集中采购 拟中选结果公布
    7 月13 日上海阳光医药采购网公布了第七次集中采购的拟中选结果。本 次集采有60 种药品采购成功,327 个拟中选产品平均降价48%。按约定 采购量测算,预计每年可节省费用185 亿元。相比前六次集采药品价格 降幅一般都达到52%以上,今年平均48%的降幅稍显缓和。
  • 医药行业:守得云开见晴天-2022年中期投资策略
    2022年上半年由于国内疫情相关地区医疗机构及药房营运影响药品与医疗器械终端需求下降,上海疫情短暂影响部分企业生产,因此医药行业股价表现欠佳,但是5月后随着疫情的舒缓表现逐步回暖。随着国内疫情舒缓,政府要求防疫政策更加科学,医疗机构与药房的经营将逐步复原,医疗服务、药品与医疗器械的需求将回升。
  • 医药生物行业:第九版COVID-19防控方案发布,坚持科学精准防控,全面落实“动态清零总方针
    2022 年6 月28 日,为进一步指导各地做好新型冠状病毒肺炎防控工作,国务院应对新型冠状病毒肺炎疫情联防联控机制综合组发布了《新型冠状病毒肺炎防控方案(第九版)》。《新型冠状病毒肺炎防控方案(第九版)》强调“预防为主、防治结合、依法科学、分级分类”的原则。方案明确奥密克戎变异株已成为我国境外输入和本土疫情的优势流行株,针对该变异株“潜伏短、传播快、隐匿强”等特点,继续落实“外防输入、内防反弹”总策略,并明确了“动态清零”总方针。
  • 医疗行业:聚焦高景气赛道,关注优质龙头
    医美产业链情况:医疗美容产业链中,行业中游主要是医疗美容耗材、医疗美容设备生产企业,相关产品主要包括透明质酸钠、胶原蛋白填充剂、微球类产品、肉毒素、埋植线以及医疗美容设备等;行业下游是医疗美容机构或消费者,包括公立医院的整形外科、皮肤科和非公立医疗美容机构等。
  • 医药生物行业:积极布局疫后恢复行情和细分赛道龙头-2022年7月投资策略
    6月持续反弹,超跌板块表现较好。医药行业在2022年6月份维持反弹的势头:申万医药指数上涨10.47%,跑赢沪深300指数0.85%,涨跌幅在所有申万一级行业中排名第九。生物制品上涨15.92%,医疗服务上涨14.97%,中药上涨8.9%,医疗器械上涨8.56%,化学制药上涨7.4%,医药商业上涨3.57%;前期超跌的板块反弹明显。
  • 中药行业:政策边际向好,三维度看中药细分领域-投资逻辑全图谱
    政策边际利好落地,中药消费品医保免疫。随着2021年中药行业政策的密集出台,中药饮片/配方颗粒、中药创新、中药国际化和中医医疗服务方面等利好政策逐步落地,医保支付向中药倾斜,中药饮片、配方颗粒仍可以加价。 1)中药消费品政策免疫:中成药的集采降价幅度也比较温和,湖北、广东省集采降幅分别为42%和56%,降幅温和。2)中药独家基药:加快中成药纳入医保,同时即将进行的基药目录调整。中医医疗机构对于DRG/DIP付费有政策倾斜,提振终端需求。3)中药配方颗粒:随着试点放开,“国标”替换“省标”将在下半年带来配方颗粒板块整体的量价齐升。4)中药创新药:优化中药审评审批管理,“三结合”注册评审制下,中药创新药获批的数量有望加快。
  • 医药行业:政策与产业共振,院外零售景气度持续提升-跟踪报告之六
    2021 年医药零售行业增速换挡,结构分化趋势持续;2021 年新建成本小幅上升,龙头公司扩张优势凸显;产业政策共振,处方外流加速扩大发展空间;后疫情时期上市公司门店高速扩张,成长确定性强;2022 年二季度起上市公司业绩有望持续亮丽,中长期受益景气度提升
  • 医美行业:投资观点及主要标的梳理
    消费升级带来医美行业快速成长。参考韩国医美行业发展历程,韩国医美行业在1988-2009年进入高速发展期,其中1994年人均GDP跨越1万美元,人均收入提升带来的消费升级是医美行业增长的核心动力。据弗若斯特沙利文数据,中国医美市场非手术项目市场规模从2015年的249亿元增至2019年的600亿元,CAGR为24.6%,而我国人均GDP在2019年正式跨过1万美元,未来几年将是医美行业发展的较好时期。从产业链盈利能力角度,我们当前更看好制造端医美耗材,盈利能力较强、当前增长确定性最强。

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