8 月国内合计批签发血制品763.67 万瓶，同比下降19.49%；1-8 月国内累计批签发血制品6800.36 万瓶，同比增长23.49%。

医药三季报业绩前瞻，建议积极布局业绩增速快的子行业及公司。本周仅一个交易日，10 月9 日当天沪深300 上涨2.04%，医药生物行业上涨2.86%，处于28 个一级子行业第10 位。所有医药子板块均上涨，其中生物制品子板块涨幅最大，为4.29%，医药商业板块涨幅最小，为1.05%。三季报业绩亮眼、疫苗相关的个股涨势靠前，如凯普生物、智飞生物、华兰生物等。

sum近m期ar，y＃我 们对重点覆盖的 59 家医药上市公司 2020Q3 业绩进行了预测，预计2020 年Q3 净利润增速超过50%的有12 家；净利润增速30%-50%的有13 家；净利润增速20%-30%的有9 家；净利润增速0-20%的有21家；净利润同比下滑的公司有1 家。

2020 年三季度，医院门诊量和手术量进一步恢复，相关上市公司经营情况持续好转；海外疫情持续对部分医疗器械出口业务仍有一定拉动。整体来看，医药上市公司三季报业绩预计将有较好表现，仍将较好体现出医药行业的刚需属性和成长的持续性。

医药外包行业主要分三个环节。医药外包组织已经贯穿到药品生命周期的全流程。CRO、CMO、CSO分别服务于医药行业的研发、生产、销售三大环节。欧美发达地区CXO行业经历高速发展后进入了稳定发展期，中国市场CXO则经历完起步期，进入高速发展期。

The global cell & gene therapy market is one of the fastest-growing segments of the global regenerative medicine market. The market is growing at a healthy rate and this trend is expected to continue during the forecast period. This surge can be attributable to the growing prevalence of various chronic diseases like cancer, cartilage related problems, wounds, diabetic foot ulcer, genetic diseases, and other rare diseases across the globe. For instance, the prevalence of cancer and diabetes is increasing among the global population, and the medical solutions through conventional treatment methods are limited. There is a large unmet need in the treatments available today, and this need is fulfilled by cell & gene therapies. The market is witnessing steady growth due to the increased availability of funding from various public and private institutes. In addition, there is increased support from the regulatory bodies for product approvals and providing fast-track designations to the products, which encourages vendors to manufacture the products at a faster rate. In addition, the government in various major nations is creating awareness about the cell & gene therapy among the population and bringing various strategies to facilitate affordability and payments for these treatments.

The global clinical nutrition market is expected to grow at a CAGR of 8.40% during the forecast period. Some of the major factors driving the growth of the clinical nutrition market include the growing geriatric population, increasing incidence of malnutrition among hospitalized patients and the growing prevalence of communicable and non-communicable chronic diseases such as diabetes and obesity. Further, the growing number of premature births and the rising demand for specialized infant formula are also driving the market growth.

全球新冠疫情仍未得到有效控制，我们认为新冠病毒或将与人类长期共存，新冠病毒疫苗是控制疫情的根本措施之一。9-10 月以来，随着秋冬季节临近、各国复工复产复学等，全球新增确诊新冠肺炎患者人数仍然持续上升，单日确诊人数从7 月上旬的20 万人/日水平不断攀升，8 月达到20-30 万人/日水平、9 月达到25-30 万人/日，最新数据显示10 月10 日当日确诊34.6 万人。

The report provides market dynamics and trends related to the global cancer vaccines market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from sales of cancer vaccines; however, it excludes cancer vaccines service revenue. Valuations comprise revenue generated from technologies such as dendritic cells (DC) cancer vaccines, recombinant cancer vaccines, antigen/adjuvant cancer vaccines, and viral vector & DNA cancer vaccines. Furthermore, the report excludes revenue generated from post-sale services of cancer vaccines products.

Hemodialysis catheter is used for exchanging blood to and from hemodialysis device and a patient. The report provides market dynamics and trends related to the global chronic hemodialysis catheter market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from the sales of chronic hemodialysis catheters; however, it excludes chronic hemodialysis catheter service revenue. The valuations comprise revenue generated from chronic hemodialysis catheter type of tip such as step-tip catheter, split-tip catheter, and symmetric tip catheter. Furthermore, the report excludes revenue generated from postsale services of chronic hemodialysis catheter products.