行业研究报告题录
制造业--医药制造业(2023年第31期)
(报告加工时间:2023-10-23 -- 2023-10-29)

境外分析报告

  • 全球运动胶带市场展望预测(2023-2028年)
    Sports and fitness are constantly evolving in the world. It looks like every other person is trying to enhance their health, and every athlete is trying to improve their performance and preserve health. Moreover, people who are simply looking to maintain their personal fitness are trying to do exercise. At the same time, people experience a huge burden of sports-associated injuries. The increasing prevalence of sports-associated injuries positively influenced the requirement for athletic tapes. Athletic tapes are also known as sports tape if often seen across the back, shoulder, arms, legs, and hands of a person in various settings, from rock climbing and boxing to rugby and football and track and field.
  • 全球避孕套市场展望预测(2023-2028年)
    Sexual wellness has begun to gain widespread acceptance worldwide as end users become more educated, and technological developments allow people to explore the healthy element of their sexual life. At present, there are various ongoing campaigns to raise awareness of sexual wellbeing.
  • 全球生物安全柜市场展望和预测(2023-2028年)
    Biosafety cabinets are a type of biocontainment equipment that is used in biological laboratories, research institutions, and diagnostic testing & laboratories to provide containment and protection from pathogenic microorganisms such as cell cultures, human or animal tissues, viruses, aerosols, chemical fumes, and hazardous chemicals used inside the hood to the operator, product, and the environment. They form an integral part of laboratories as it shields the user and the environment from the harmful effects of cross-contamination, which could lead to a person getting infected with aerosols or viruses and further endanger the lives of the people that come in contact with it, as these can be fatal for humans and animals. Hence, ensuring the safety of people with access to these samples plays an important role. The different types of biosafety cabinets can be used based on the level of biosafety required, thereby propelling the growth of the global biosafety cabinets market during the forecast period.

投资分析报告

  • 医药行业:估值、持仓、情绪三重共振,看好医药板块底部布局机遇
    医药周观点:医疗反腐带来的悲观市场情绪逐渐见底,看好医药板块底部估值、持仓和情绪三重共振投资机遇。关注院内药品、器械边际恢复情况,关注医疗设备招投标进展,关注院外CXO、医疗服务、药店等领域。
  • 生物医药行业:一支小笔大讲究,卡位星辰大海-注射笔行业专题
    注射笔覆盖患者群体数量广阔,下游糖尿病+减重相关药品市场规模超千亿级,GLP-1推动注射笔新机遇:注射笔具备精准定量 注射、自主医疗、使用安全便捷核心优势,精准契合糖尿病、减重等长期用药患者人群需求,逐步成为主流注射方案。2021年 重复使用注射笔约占糖尿病注射器总市场的81.69%。全球药企抢滩布局GLP-1,以诺和诺德百亿美元级大单品司美格鲁肽为代 表的相关产品的拉动,预计全球糖尿病+肥胖两大领域近千亿美元市场加速扩容,催化行业迎全新发展机遇。
  • 医疗行业:眼科表现亮眼,偏刚性诊疗复苏强劲-医疗服务板块2023中报总结
    2023年初医疗服务走强:年初诊疗复苏强劲,预期全年诊疗复苏;4月之后开始跑输医药生物指数:主要系积压需求快速释放后,复苏力度不及预期;消费走弱,屈光、视光、正畸等消费医疗受影响;板块高估值。
  • 医药生物行业:HCA,逆境使其更强大
    行业需求旺盛,Medicare助力扩张:美国人口增长+老龄化使其医疗服务供需不平衡的情况日益加重,叠加Medicare Advantage 增速高于普通Medicare,根据Grand Review Research,医院行业市场规模预计在2030年将达到2.55万亿美元(2023~2030 CAGR 7.7%)。
  • 医药行业:2023年中国免疫细胞存储行业研究报告
    免疫细胞是指参与免疫应答或与免疫应答相关的细胞,在人体内承担免疫监视、免疫防御和免疫自稳作用;根据是否 为人体内生来具有而被分为特异性及非特异性免疫应答细胞。免疫细胞存储则是指利用生物技术,从人体内提取一定 数量的健康免疫细胞,经过检测认定,将其储存在-150℃至-196℃的深低温液氮罐中,以长期保持免疫细胞的活性和 功能的一种业务。

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