每經AI快訊(xun)，華安(an)證券研報指出(chu)，中(zhong)(zhong)藥行業(ye)目前處于拐(guai)點，政(zheng)策(ce)支持依舊，板塊回(hui)調充(chong)分，具備底(di)部反(fan)轉機(ji)(ji)會。市場對同價政(zheng)策(ce)與集采(cai)的擔憂(you)對大(da)多數(shu)中(zhong)(zhong)藥企(qi)(qi)業(ye)影響(xiang)有(you)限最新(xin)的中(zhong)(zhong)藥標準化政(zheng)策(ce)顯示出(chu)頂層設(she)計對中(zhong)(zhong)藥的重視。二季度業(ye)績有(you)望在低基數(shu)下(xia)加(jia)速反(fan)轉，當前中(zhong)(zhong)藥板塊估(gu)值性價比凸顯。建(jian)議(yi)關注三(san)個方向(xiang)的投資(zi)機(ji)(ji)會：1)央國(guo)企(qi)(qi)改(gai)革中(zhong)(zhong)藥；2)好品(pin)種(zhong)+有(you)催化的中(zhong)(zhong)藥，選擇特色領域有(you)品(pin)牌、后續有(you)催化的公(gong)司；3)中(zhong)(zhong)藥創(chuang)新(xin)藥：預計未來(lai)迎(ying)來(lai)獲批或者臨床推進期(qi)，關注中(zhong)(zhong)藥創(chuang)新(xin)藥機(ji)(ji)會。