每經(jing)AI快訊，方正證券研(yan)(yan)報指出，中(zhong)(zhong)(zhong)醫(yi)藥(yao)行(xing)業(ye)創新(xin)(xin)傳承是未來幾年的長期(qi)主(zhu)(zhu)線(xian)。中(zhong)(zhong)(zhong)醫(yi)藥(yao)“十四五”規劃頒布(bu)以來，中(zhong)(zhong)(zhong)醫(yi)藥(yao)行(xing)業(ye)政策頂層(ceng)設計完(wan)成，繼續看好中(zhong)(zhong)(zhong)醫(yi)藥(yao)三大(da)增量(liang)(liang)機會。1）中(zhong)(zhong)(zhong)醫(yi)藥(yao)國企改(gai)革持(chi)(chi)續進(jin)行(xing)，股權激(ji)勵集(ji)中(zhong)(zhong)(zhong)兌現期(qi)來臨；2）中(zhong)(zhong)(zhong)成藥(yao)是新(xin)(xin)版基藥(yao)目(mu)(mu)錄主(zhu)(zhu)要(yao)增量(liang)(liang)方向(xiang)，獨家中(zhong)(zhong)(zhong)成藥(yao)放量(liang)(liang)可期(qi)；3）瀕危(wei)中(zhong)(zhong)(zhong)藥(yao)材人(ren)工替(ti)代品研(yan)(yan)究指導原則發布(bu)，廣闊市場(chang)風口將至。在老(lao)齡化(hua)加劇(ju)，中(zhong)(zhong)(zhong)醫(yi)藥(yao)市場(chang)持(chi)(chi)續擴容的大(da)背景下，2024年中(zhong)(zhong)(zhong)醫(yi)藥(yao)行(xing)業(ye)將受到(dao)國企改(gai)革持(chi)(chi)續深化(hua)、新(xin)(xin)版基藥(yao)目(mu)(mu)錄落地及瀕危(wei)藥(yao)材人(ren)工替(ti)代等多重(zhong)因素(su)影響而迎來較大(da)增量(liang)(liang)。