光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会

美港电讯10-12

【光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会】金十数据10月12日讯，光大证券发布医药生物行业2025年投资策略。从支付视角挖掘投资机会：综合人口结构、政策框架、经济环境等一系列复杂变化的趋势，在需求侧无法无限扩张的情况下，需要结构性甄选投资机会，而其中的核心矛盾就在于支付意愿与支付能力。因此，从支付视角，基于医药产业内的三种付费渠道：院内支付、自费支付、海外支付，分别进行梳理...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2474002858?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-12 15:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2474002858","market":"us","top_or_hot":-1,"title":"光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会","media":"美港电讯","content":"<div>\n<p>【光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会】金十数据10月12日讯，光大证券发布医药生物行业2025年投资策略。从支付视角挖掘投资机会：综合人口结构、政策框架、经济环境等一系列复杂变化的趋势，在需求侧无法无限扩张的情况下，需要结构性甄选投资机会，而其中的核心矛盾就在于支付意愿与支付能力。因此，从支付视角，基于医药产业内的三种付费渠道：院内支付、自费支付、海外支付，分别进行梳理...</p>\n\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n\n</div>\n","source":"live_meigang","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-12 15:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会】金十数据10月12日讯，光大证券发布医药生物行业2025年投资策略。从支付视角挖掘投资机会：综合人口结构、政策框架、经济环境等一系列复杂变化的趋势，在需求侧无法无限扩张的情况下，需要结构性甄选投资机会，而其中的核心矛盾就在于支付意愿与支付能力。因此，从支付视角，基于医药产业内的三种付费渠道：院内支付、自费支付、海外支付，分别进行梳理...</p>\n\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ49509284.SGD","symbol_name":"United China A Shares Innovation A Acc SGD","start_time":0,"source_url":"https://www.ushknews.com/","article_id":"2474002858","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2474002858","pubTimestamp":1728718018,"sourceInfo":{"source_id":"live_meigang","name":"美港电讯"},"weMediaInfo":null,"summary":"【光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会】金十数据10月12日讯，光大证券发布医药生物行业2025年投资策略。从支付视角挖掘投资机会：综合人口结构、政策框架、经济环境等一系列复","collect":0,"end_time":0,"defaultTopTitle":"ushknews.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159883":"医疗器械","163118":"医药生物","300760":"迈瑞医疗","399265":"创新药械","600129":"太极集团","600161":"天坛生物","600276":"恒瑞医药","601788":"光大证券","688271":"联影医疗","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1583":"高瓴概念","BK0028":"国家队","BK0113":"养老产业","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0071":"ST概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","01801":"信达生物","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK0082":"国资改革","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","002550":"千红制药","BK1574":"生物医药B类股","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","000403":"派林生物","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","002223":"鱼跃医疗","06178":"光大证券","BK0146":"智慧医疗","BK4142":"酒店、度假村与豪华游轮","BK0196":"行业龙头","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","000808.SH":"医药生物","H":"凯悦酒店","LU2153591404.USD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc USD","BK0276":"资本市场","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","09996":"沛嘉医疗-B","BK1222":"医疗保健用品","09997":"康基医疗","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","BK0046":"生物疫苗","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1100":"医疗保健设备","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0594300419.USD":"富达中国消费基金A","BK0010":"央企"},"translate_title":"Everbright Securities Pharmaceutical and Biological Industry Investment Strategy in 2025: Exploring Investment Opportunities from a Payment Perspective","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159883":1,"163118":1,"300760":1,"399265":1,"600129":1,"600161":1,"600276":1,"601788":1,"688271":1,"H":1,"000403":1,"000808.SH":1,"002223":1,"002550":1,"01801":1,"09996":1,"09997":1,"06178":1},"content_text":"【光大证券医药生物行业2025年投资策略：从支付视角挖掘投资机会】金十数据10月12日讯，光大证券发布医药生物行业2025年投资策略。从支付视角挖掘投资机会：综合人口结构、政策框架、经济环境等一系列复杂变化的趋势，在需求侧无法无限扩张的情况下，需要结构性甄选投资机会，而其中的核心矛盾就在于支付意愿与支付能力。因此，从支付视角，基于医药产业内的三种付费渠道：院内支付、自费支付、海外支付，分别进行梳理，看好院内政策支持（创新药械、设备更新）、人民群众需求扩容（血制品、家用医疗器械、减肥药产业链）、出海周期上行（肝素、呼吸道联检）三大方向。重点推荐：恒瑞医药、信达生物（H）、迈瑞医疗、联影医疗、鱼跃医疗、天坛生物、派林生物、千红制药、太极集团。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474002858"}