月度核心观点。截至1 月底，已有219 家医药上市公司公布了2020年业绩快报，其中108 家企业2020 年业绩较上年同期实现了正向增长，占比近50%。涨幅居前的板块主要集中在医疗服务领域。

供给格局至2023 年发生较大变革，中国将逐步取代马来西亚成为全球的手套生产国家。2020 年由于新冠肺炎病毒在全球范围蔓延，一次性手套需求爆发性增长，增速显著提升。马来西亚及中国的主要手套生产企业纷纷展开大规模扩产计划，供给格局在2023 年前将发生重大变革。2019 年前，马来西亚三家生产企业合计份额27%，超过国内主要生产企业市占率总和。随着国内企业大幅扩产，预计2023 年后，英科医疗有望超过顶级手套公司成为全球市场份额最大的手套生产企业，我们预计市场份额将超过20%。行业集中度提升，2019 年前CR8 约43%有望提升至2023 年CR8 72%，考虑金发科技的话CR9 76%。

The report provides market dynamics and trends related to the global veterinary CRO market. In addition, it presents estimations and forecast of the market. It includes revenue generated from sales of veterinary CRO services such as clinical trials, toxicology, and market authorization & regulatory support for companion animals. For analysis, the global veterinary CRO market is segmented on the basis of service type, animal type, indication, and region. The study estimates revenue generated from sales of services such as clinical trials, toxicology, and market authorization & regulatory support.

Ophthalmology is a branch of medical science, which deals with structure, function, and various diseases related to the eye. The report includes market size and forecast for ophthalmic devices for diagnostic, surgery, and vision care purposes. However, the study excludes the revenue generated from ophthalmic drugs, lens care products, and other ophthalmic pharmaceuticals used for treatment of various eye-related diseases. The market experiences a steady growth, owing to factors such as high prevalence of glaucoma, cataract, and other disorders related to vision.

The report provides market dynamics and trends related to the global fetal monitoring market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from the sales of fetal monitoring products; however, it excludes the service revenue. The valuations comprise revenue generated from fetal monitoring products such as ultrasound, intrauterine pressure catheter, telemetry solutions, electronic fetal monitoring, fetal electrodes, fetal doppler, accessories & consumables, and other products. Furthermore, the report excludes revenue generated from post-sale services of fetal monitoring products.