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九成医药股年内上涨 2014年医药板块锁定六领域

来源:证券日报 2013-12-23 08:50

今年的A股市场以结构性行情为主,TMT板块大幅上涨,部分周期性板块如煤炭、钢铁则持续萎靡不振。当市场把注意力聚焦在这“两头”时,以防御性着称的医药板块不知不觉间已大幅跑赢上证指数,取得优异表现。

数据显示,截至22日,今年以来,上证指数累计下跌8.12%,而医药板块同期上张28.40%。175只可交易的医药股中,157只个股年内累计实现上涨,占比约为90%。其中,*ST生化(15.33,0.00,0.00%)(384.74%)、上海莱士(51.50,0.00,0.00%)(279.02%)、和佳股份(24.600,0.00,0.00%)(225.96%)、鑫富药业(19.99,0.00,0.00%)(208.01%)、广誉远(26.11,0.00,0.00%)(187.56%)、翰宇药业(17.640,0.00,0.00%)(156.84%)、迪安诊断(53.180,0.00,0.00%)(148.30%)、亚太药业(17.50,0.00,0.00%)(134.58%)、宝莱特(17.550,0.00,0.00%)(130.67%)、九安医疗(10.97,0.00,0.00%)(128.62%)、香雪制药(19.180,0.00,0.00%)(120.97%)、常山药业(26.320,0.00,0.00%)(114.37%)、达安基因(14.67,0.00,0.00%)(112.56%)、泰格医药(59.600,0.00,0.00%)(110.97%)、尚荣医疗(26.80,0.00,0.00%)(104.58%)、新华医疗(62.62,0.00,0.00%)(101.76%)等个股年内涨幅超100%。

从行业基本面来看,2013年1月份至10月份医药制造业累计实现收入16416.9亿元,同比增长18.2%;累计实现利润1582.4亿元,同比增长17.4%;毛利率28.6%,净利率9.6%,费用率18.3%。

根据近期出台的《关于促进健康服务业发展的若干意见》,我国将大力发展健康服务业,力争到2020年时,总规模达到8万亿元以上,并对扩大就业、促进经济转型升级和形成新的增长点起到巨大作用。

对此,国泰君安表示,2014年的医药板块有六大细分领域值得关注。

首先,智慧医疗。未来5年,医药行业将被高速发展的移动互联、大数据颠覆。先知先觉的上市公司纷纷布局:福瑞股份(22.690,0.00,0.00%)正打造肝病大数据平台、三诺生物(64.340,0.00,0.00%)通过可以连接手机测血糖的“糖护士”进军移动医疗、航天长峰(14.73,0.00,0.00%)推广数字化手术室。

其次,民营医院。后付费向预付费转变的过程中,具有高效优势的民营医院适者生存(民营医院有动力控制成本、避免过度医疗),除爱尔眼科(28.260,0.00,0.00%)、通策医疗(31.02,0.00,0.00%)等优秀传统专科医院外,信邦制药(29.10,0.00,0.00%)、金陵药业(8.91,0.00,0.00%)、福瑞股份、独一味(21.18,0.00,0.00%)等也纷纷布局民营医院。

第三,诊断及研发外包。新医改背景下,公立医院出于控制成本,药企出于节省临床试验费用支出,诊断和研发外包将成为趋势,迪安诊断、达安基因、泰格医药将成为受益者。

第四,健康消费品。预防保健需求大得惊人,看好云南白药(95.10,0.00,0.00%)、千金药业(11.70,0.00,0.00%)、同仁堂(20.14,0.00,0.00%)等公司的发展潜力。

第五,消费类医疗器械。蒙发利(22.53,0.00,0.00%)、鱼跃医疗(22.88,0.00,0.00%)等空气净化器厂家将受益。

第六,医保之外的高端创新药。看好长春高新(101.00,0.00,0.00%)的长效生长激素和恒瑞医药(36.88,0.00,0.00%)的阿帕替尼。(生物谷Bioon.com)

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