结论：今年到明年初主要看点为 4 大重磅品种的获批，包括 Tirzepatide 减重适应症， Donanemab 阿尔兹海默症， Mirikizumab 肠炎， Lebrikizumab 皮炎。以上品种预计会带动公司从 2024 年起进入业绩快速成长期。

5 月医药生物指数收跌2.50%，位列申万31 个子行业第10 位，跑赢沪深300 指数3.22 个百分点。年初以来，医药生物累计下跌1.12%，位列申万31 个子 行业第15 位，跑赢沪深300 指数0.77 个百分点。六大子板块延续分化，中药 再度上涨3.90%，医疗服务、生物制品、化学制药、医药商业、医疗器械分 别下跌6.36%、5.76%、3.11%、2.96%、1.74%。个股方面，涨幅前三为三博 脑科、爱朋医疗、创新医疗，分别上涨232.40%、67.65%、56.57%，跌幅前 三*ST 紫鑫、康乐卫士、皓元医药，分别为-61.90%、-51.20%、-42.94%。

2022 年以来医美板块由于严监管常态化、疫情、以及业绩增速放缓等因素迎来震荡调整，从股价表现来看，上游器械耗材表现更佳。整体来看，除却疫情反复的外部环境，2022 年医美行业继续延续2021 年以来的趋势，集中在产品更新和政策监管层面。再深入看，产品端持续更新迭代，再生类、胶原蛋白成为后起之秀；监管端不断强化细化，主要集中在产品监管和营销宣传方面。具体到业绩层面，2022 年医美上市公司营收增速均有所放缓，其中上游业绩增速更高，整体表现更具韧性。

2023 年4 月化妆品零售额同比上升24.3%，后续有望进一步改善。随线下出行需求逐渐增加，以及消费者信心恢复，2023 年4 月消费品市场复苏，社会消费品零售总额同比上升18.4%至34910 亿元。春夏颜值相关消费增长，4 月化妆品零售总额为276 亿元，同比大幅上升24.3%。随着天气逐渐回暖，化妆品消费旺季到来，化妆品零售额有望进一步增长。

国内部分CRO 龙头企业自2019 年开始布局上游实验猴供应商赛道，实验用猴供应相对充足。2019 年药明康德收购了广东春盛猴场；2021 年康龙化成收购了肇庆创药、康瑞泰，2022 收购了安凯毅博；2022 年昭衍新药收购了广西玮美生物和云南英茂生物。如果海外实验用猴供应紧张和价格高位的情况持续下去，海外临床前CRO 订单有望向国内转移。

The report constitutes an extensive study of the Probiotic Supplements Pet Probiotics Market It includes a thorough analysis of the different forms of probiotic supplements pet probiotics The probiotic supplements pet probiotics market has further been segmented in terms of distribution channels, which helps in understanding the preference of consumers It further explains the driving forces, challenges, and growth opportunities of the probiotic supplements market Major players have been identified on the basis of revenue generation pertaining to the probiotic supplements market, geographical presence, and developments related to probiotic supplements A detailed company profiling has been done to understand the player’s strategic behavior The Global Probiotic Supplements Pet Probiotics Market is further explained analyzed on the basis of geography The geographical analysis has been categorized into five regions, namely, North America, South America, Europe, the Middle East Africa, and Asia Pacific The growth rate of countries in different regions is calculated based on the rising disease rates growing awareness among the consumers for the use of health supplements The scope of the probiotic supplements market is summarized in the following figure

The global single use system in biopharma manufacturing market report includes both consumables and hardware The consumables included in the report comprise of single use bags, centrifuge tubes, sampling valves, etc whereas the hardware included in the report would be single use mixers