把握创新药资产布局机会

目录索引TOC\o"1-2"\h\z\u一、周药块体情回顾 6二、学药制BIOTECH原药） 21（一行回顾 21（二重事或告理 23三、物品血品疫苗） 37（一行回顾 37（二重公梳理 37四、疗械设备 38（一行回顾 38（二重事或告理 39五、药 40（一行回顾 40（二重事或告理 40六、疗务医、三方测） 41（一行回顾 41（二重事或告理 41七、新业（包务和游） 42（一行回顾 42（二重事或告理 42八、药业药、通） 43（一行回顾 43九、美 44（一行回顾 44十、险示 45图表索引图1：医生（万指数初今势（%） 6图2：H股生疗指数初今势（%） 6图3：年至医生二级行（万涨概览 6图4：32个万级业本涨幅名 7图5：申医相深300数PE估溢率（TTM，除值） 7图6：医生二子业（万本涨幅 8图7：周A股pharma板块幅五业 21图8：周A股pharma板块幅五业 21图9：周H股pharma板块幅五业 21图10：周H股pharma板块幅五业 21图本周A股biotech板块幅五业 22图12：周A股biotech板块幅五业 22图13：周H股biotech板块幅五业 22图14：周H股biotech板块幅五业 22图15：周料板幅前企业 23图16：周料板幅后企业 23图研概览 25图研有效数据 25图19：PD1治展NSCLC接受/接后疗OS 25图3.055数据 25图21：ImmunityBio开的多种索 25图22：周物品涨幅五业 37图23：周物品涨幅五业 37图24：周A医器板块幅五业 38图25：周A医器板块幅五业 38图26：周H医器板块幅五业 38图27：周H医器板块幅五业 38图28：周药块居前业 40图29：周药块后五业 40图30：周疗务涨幅五业 41图31：周疗务涨幅五业 41图32：周新业块涨前企业 42图33：周新业块涨后企业 42图34：周药业涨幅五业 43图35：周药业涨幅五业 43图36：周美块前五业 44图37：周美块后五业 4420232024（亿元） 8表2：本药局理新药NDA和23表3：ASCO2024国业披的究目 26表4：本化制板重点告容览 34表5：本生制板重点告容览 37表6：本医器板重点告容览 39表7：本中板重公告容览 40表8：本医服板重点告容览 41表9：本创产链块重公内概览 42一、本周医药板块整体行情回顾根据，2024年初至今（截至2024/04/26），全A指数下跌3.01%，同期沪深300指数上涨4.46%；申万医药生物指数下跌11.97%，跑输全A指数8.95个百分点，跑输沪深300指数约16.43个百分点。202420.89%24.43图1：医药生物申万）数年初至今走势（%） 图2：H股恒生医疗保指数年初至今走势（%）-5-100-150-200-250

医药生物(申) 万得全A 沪深300 恒生医保健 恒生指数00%0%2024-01-0100%2024-02-012024-03-01 2024-04-010%00%0%2024-01-0100%2024-02-012024-03-01 2024-04-010%0%0%0%-1 -1-1 -1-1000%-1500%-2000%-2500%-3000%-3500%数据来源：， 数据来源：，年初至今医药生物行业（申万）3006.0210.4128.55%。图3：年初至今医药生物二级子行业（申万）涨幅概览4.46%-1.56% -1.51%4.46%-1.56% -1.51%-7.16%-10.06%-11.97%-19.16%-28.55%5%0%-5%-10%-15%-20%-25%-30%-35%沪深300医药商业 中药II 化学制药医疗器械医药生物生物制品医疗服务数据来源：，3.59%3001.51%3002.0832幅排名第7位。本周涨幅排名前三的一级子行业分别为通信、计算机、电子，本周跌幅排名前三位的一级子行业分别为煤炭、钢铁、建筑材料。图4：32个申万一级子行业本周涨跌幅排名8%6%4%2%0%-2%电子非银金融房地产沪深300银行建筑材料数据来源：，截至2024年4月26日，申万医药生物指数PE（TTM，剔除负值）为25x，300228.6%201072.7x20.9x300298.3%。图5：申万医药相对沪深300指数PE估值溢价率（TTM，剔除负值）相对沪深300相对沪深300估值溢价率相对沪深300估值溢价均值500%400%300%200%100%2010-01-042011-01-042012-01-042013-01-042014-01-042015-01-042016-01-042017-01-042018-01-042019-01-042020-01-042021-01-042022-01-042023-01-042024-01-040%2010-01-042011-01-042012-01-042013-01-042014-01-042015-01-042016-01-042017-01-042018-01-042019-01-042020-01-042021-01-042022-01-042023-01-042024-01-04数据来源：，本周医药生物行业（申万）6.99%3005.483.39个图6：医药生物二级子行业（申万）本周涨幅6.99%4.26% 4.26%6.99%4.26% 4.26%3.59%1.51%0.78%0.40%0.23%7.0%6.0%5.0%4.0%3.0%2.0%1.0%0.0%化学制药医疗服务医疗器械医药生物沪深300生物制品 中药II 医药商业数据来源：，本周医药生物行业共有71家上市公司发布2023年报，有46家上市公司公布了2024年一季报。具体情况如表一所示。序号证券代码证券名称披露日期营业收入YoY扣非归母净利润YoY序号证券代码证券名称披露日期营业收入YoY扣非归母净利润YoY2023年报1000153.SZ丰原药业2024-04-2642.756.78%1.593.15%2000516.SZ国际医学2024-04-2646.1870.34%-3.6868.7%3000788.SZ北大医药2024-04-2621.945.61%0.44-20.23%4000950.SZ重药控股2024-04-27801.1918.12%6.55-31.22%5000953.SZ河化股份2024-04-261.8716.74%-0.1288.49%6002044.SZ美年健康2024-04-25108.9426.44%5.06190.45%7002172.SZ澳洋健康2024-04-2721.747.54%0.50423.33%8002223.SZ鱼跃医疗2024-04-2779.7212.25%23.9650.21%9002275.SZ桂林三金2024-04-2621.7210.81%4.2127.85%10002382.SZ蓝帆医疗2024-04-2749.270.54%-5.68-52.66%11002412.SZ汉森制药2024-04-279.564.31%2.0522.31%12002422.SZ科伦药业2024-04-25214.5412.69%24.5644.03%13002524.SZ光正眼科2024-04-2510.7540.06%0.09111.83%14002737.SZ葵花药业2024-04-265711.89%11.1929.05%15002773.SZ康弘药业2024-04-2539.5716.77%10.4516.52%16002864.SZ盘龙药业2024-04-269.810.67%1.19.16%17002880.SZ卫光生物2024-04-2610.4956.98%2.1986.06%18002900.SZ哈三联2024-04-2611.8715.4%0.74143.86%19300015.SZ爱尔眼科2024-04-26203.6726.43%33.5933.07%20300016.SZ北陆药业2024-04-228.9116.3%-0.72-735.92%21300039.SZ上海凯宝2024-04-2615.9442.47%3.2871.84%22300110.SZ华仁药业2024-04-2516.361.04%1.884.03%23300111.SZ向日葵2024-04-243.380.76%0.222009.93%24300122.SZ智飞生物2024-04-23529.1838.3%80.77.04%25300143.SZ盈康生命2024-04-2214.7127.2%1116.85%26300171.SZ东富龙2024-04-2556.423.15%6-29.1%27300194.SZ福安药业2024-04-2526.489.33%2.3213.32%28300239.SZ东宝生物2024-04-249.753.3%1.29.55%29300246.SZ宝莱特2024-04-2511.940.87%-0.65-394.52%30300298.SZ三诺生物2024-04-2640.592.69%2.84-36.31%31300318.SZ博晖创新2024-04-2610.4531.35%-0.2568.22%32300358.SZ楚天科技2024-04-2568.536.33%3.17-44.12%33300404.SZ博济医药2024-04-255.5631.19%0.24-12.04%34300452.SZ山河药辅2024-04-268.3919.12%1.6223.58%35300534.SZ陇神戎发2024-04-2410.835.06%0.6258.95%36300601.SZ康泰生物2024-04-2734.7710.14%8.61749.02%37300636.SZ同和药业2024-04-257.220.31%1.065.28%38300677.SZ英科医疗2024-04-2469.194.61%3.83-39.12%39300705.SZ九典制药2024-04-2526.9315.75%3.6836.54%40300723.SZ一品红2024-04-2725.039.79%1.85-36.49%41300725.SZ药石科技2024-04-2417.258.18%1.97-37.19%42300753.SZ爱朋医疗2024-04-264.2230.38%0.08110.89%43300760.SZ迈瑞医疗2024-04-27349.3215.04%115.8220.56%44300869.SZ康泰医学2024-04-257.474.89%1.66-15.51%45300981.SZ中红医疗2024-04-2521.0533.87%-1.31-295.57%46301015.SZ百洋医药2024-04-2375.640.72%6.5629.55%47301017.SZ漱玉平民2024-04-2791.9117.49%1.33-42.01%48301047.SZ义翘神州2024-04-246.4612.49%2.6-14.14%49301080.SZ百普赛斯2024-04-245.4414.59%1.54-24.61%50301089.SZ拓新药业2024-04-238.366.47%2.43-15.17%51301093.SZ华兰股份2024-04-226.236.64%1.1825.79%52301096.SZ百诚医药2024-04-2310.1767.51%2.7240.07%53301103.SZ何氏眼科2024-04-2611.8524.07%0.6494.99%54301111.SZ粤万年青2024-04-222.923.2%0.340.25%55301126.SZ达嘉维康2024-04-2339.0418.56%0.34-32.85%56301166.SZ优宁维2024-04-2312.262.57%0.40-62.18%57301201.SZ诚达药业2024-04-224.140.69%0.91-14.56%58301211.SZ亨迪药业2024-04-236.6328.76%1.7640.0%59301230.SZ泓博医药2024-04-244.92.26%0.38-44.0%60301235.SZ华康医疗2024-04-2716.0234.71%1.074.72%61301239.SZ普瑞眼科2024-04-2427.1857.5%2.681202.56%62301267.SZ华厦眼科2024-04-2640.1324.12%6.6629.6%63301301.SZ川宁生物2024-04-2248.2326.24%9.41128.56%64301331.SZ恩威医药2024-04-227.8513.54%0.8627.3%65301333.SZ诺思格2024-04-227.2113.15%1.6343.27%66301370.SZ国科恒泰2024-04-2574.8317.66%1.5423.19%67301507.SZ民生健康2024-04-245.826.33%0.868.38%68301515.SZ港通医疗2024-04-248.429.62%0.8312.4%69430017.BJ星昊医药2024-04-237.2218.87%0.9313.76%70600056.SH中国医药2024-04-27388.243.28%10.4842.47%71600200.SH江苏吴中2024-04-2522.410.55%-0.725.67%72600285.SH羚锐制药2024-04-2633.1110.31%5.6822.09%73600351.SH亚宝药业2024-04-2629.17.05%290.71%74600529.SH山东药玻2024-04-2349.8218.98%7.7625.48%75600645.SH中源协和2024-04-2615.92.24%1.06-5.78%76600671.SH*ST目药2024-04-271.2211.82%-0.3843.31%77600721.SH百花医药2024-04-263.695.54%0.13137.31%78600763.SH通策医疗2024-04-2628.474.7%5-8.72%79600774.SH汉商集团2024-04-2613.90.19%0.61-32.24%80600998.SH九州通2024-04-271501.46.92%21.744.27%81603087.SH甘李药业2024-04-2526.0852.31%3.4177.37%82603139.SH康惠制药2024-04-276.7336.92%-0.2658.52%83603222.SH济民医疗2024-04-268.956.84%-0.65-290.05%84603229.SH奥翔药业2024-04-278.176.83%2.547.87%85603351.SH威尔药业2024-04-2611.564.04%1.1218.07%86603367.SH辰欣药业2024-04-2344.629.75%5.2148.97%87603368.SH柳药集团2024-04-26208.129.23%8.521.11%88603439.SH贵州三力2024-04-2716.3536.1%2.9345.42%89603590.SH康辰药业2024-04-269.26.15%1.548.24%90603707.SH健友股份2024-04-2739.315.89%-1.89-117.37%91603811.SH诚意药业2024-04-266.722.54%1.630.81%92603976.SH正川股份2024-04-279.0113.12%0.40-37.83%93605177.SH东亚药业2024-04-2413.5615.0%1.2116.11%94605199.SH葫芦娃2024-04-2719.0525.75%1.0624.29%95605266.SH健之佳2024-04-2790.8120.84%4.1410.72%96688013.SH天臣医疗2024-04-272.549.31%0.479.53%97688029.SH南微医学2024-04-2624.1121.78%4.8647.01%98688046.SH药康生物2024-04-276.2220.45%1.59-3.49%99688067.SH爱威科技2024-04-2721.79%0.2219.81%100688073.SH毕得医药2024-04-2610.9230.94%1.1-24.94%101688108.SH赛诺医疗2024-04-273.4377.99%-0.4075.59%102688117.SH圣诺生物2024-04-234.359.93%0.709.08%103688131.SH皓元医药2024-04-2518.838.44%1.27-34.18%104688163.SH赛伦生物2024-04-271.99.14%0.39-39.6%105688166.SH博瑞医药2024-04-2711.815.94%2.02-15.51%106688198.SH佰仁医疗2024-04-233.7125.57%1.1521.11%107688222.SH成都先导2024-04-253.7112.64%0.4161.16%108688235.SH百济神州-U2024-04-271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图8：本周A股pharma板块涨幅后五企业5%0%

23.5%23.5%23.1%20.3%18.8%17.8%常山药业兴齐眼药凯因科技康弘药业吉贝尔

德展健康景峰医药长春高新哈三联 ST三圣-2.6%-4.2%-2.6%-4.2%-5.5%-10.8%数据来源：， 数据来源：，本周HPharma亿胜生物科技李氏大药厂吉林长龙药业图9：本周H股pharma板块涨幅前五企业 图10：本周H股pharma板块涨幅后五企业亿胜生物科技李氏大药厂吉林长龙药业17.0%14.4%17.0%14.4%12.0%9.8%

23.8%20%15%10%5%0%

泰凌医药中国同辐石药集团翰森制药四环医药

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10%9.5%8.6%9.5%8.6%8.4%7.6%4.2