德邦证券给予山东药玻买入评级，药用包装材料老牌龙头，中硼硅药玻升级驱动新成长

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德邦证券08月08日发布研报称，给予山东药玻（600529.SH，最新价：24.55元）买入评级。评级理由主要包括：1）药用包装材料老牌龙头，模制瓶领域竞争优势突出；2）医药支出偏刚性，下游医药行业需求稳增长，药玻持续受益；3）一致性评价开启中硼硅药玻替代进程，集采加速中硼硅药玻放量；4）中硼硅模制瓶竞争格局好于中硼硅管制瓶，山东药玻龙头优势明显；5）原材料成本回落，盈利弹性有望释放。风险提示：中...

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