目录
1. 医药行业总体运行状况分析 .....................................................................4
1.1 再次展现稳健增长的特征...................................................................................4
1.2 行业亏损面创出新低........................................................................................5
1.2 盈利能力保持稳定.................................................................6
1.3 期间费用率再次下降..................................................................9
1.4 资产负债率略有上升............................................................................9
2. 主要细分行业现状和发展前景分析 ............................................10
2.1 主要子行业收入利润占比与前两月相比变化不大................................10
2.2 细分行业分析..................................................................................11
2.2.1 化学药品原药.....................................................................................11
2.2.2 化学药品制剂............................................................................12
2.2.3 中成药...........................................................................13
2.2.4 生物、生化制品制造业.............................................................15
3. 行业未来总体判断及下半年投资策略 .................................16 |