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医药板块以其特有的防御特征,在大盘波动较大的环境中,表现拔得头筹,远远跑赢大盘。不断增长的医疗需求、家庭人均收入的提高、中国消费者健康意识的提高等因素,推动了医药行业稳健、高速增长,但上市公司三季报业绩和行业前8个月运行数据均显示出,尽管行业发展高速增长仍在延续,但业绩增速和盈利能力呈现逐步放缓态势,药品降价预期、中药材价格上涨、不明朗的药品招标采购政策等是主要影响因素。
The medical sector, with its unique defensive characteristics, has taken the lead in outperforming the wider market and outperformed the broad market. The increasing medical demand, the increase of family per capita income and the improvement of Chinese consumers’ health awareness have promoted the steady and rapid growth of the pharmaceutical industry. However, the results of the third quarterly reports of listed companies and the operating data for the first eight months of the industry show that although The rapid growth of the industry is still continuing. However, the performance growth and profitability are gradually slowing down. Drug prices are expected to fall, Chinese herbal medicine prices are rising, and uncertain drug bidding and purchasing policies are the major influential factors.