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2020-11-25
割韭菜
25只股票遭遇“腰斩”！这个红极一时的板块热度骤降
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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\">\n25只股票遭遇“腰斩”！这个红极一时的板块热度骤降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 14:17 北京时间 <a href=http://news.cnstock.com/news,bwkx-202011-4622327.htm><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌去1.38%。自8月4日触及历史高点以来，申万医药生物指数已累计回撤16.5%。申万医药生物指数日线走势机构认为，10月以来随着三季度业绩兑现，医药行业持续调整。特别是进入11月份疫苗研究成果陆续发布...</p>\n\n<a href=\"http://news.cnstock.com/news,bwkx-202011-4622327.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{},"source_url":"http://news.cnstock.com/news,bwkx-202011-4622327.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171812712","content_text":"作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌去1.38%。自8月4日触及历史高点以来，申万医药生物指数已累计回撤16.5%。申万医药生物指数日线走势机构认为，10月以来随着三季度业绩兑现，医药行业持续调整。特别是进入11月份疫苗研究成果陆续发布带来全球疫情预期明朗化，加剧了行业回调。但从中长期看，景气度确定的细分领域龙头仍将不惧调整。创新药械、CXO（医药研发及生产外包）等高壁垒领域中的龙头公司有望迎来布局机会。25只医药股遭“腰斩”Wind数据显示，截至11月24日收盘，共有25只医药股最新股价较年内高点回撤超过50%，其中多数来自于医疗器械与生物制品两大细分板块。受全球蔓延的新冠疫情影响，今年不少医疗器械行业公司业绩出现爆发式增长，带动公司股价水涨船高。科创板公司硕世生物今年前三季度实现净利润5.82亿元，同比增长超过10倍。公司方面表示，今年业绩增长主要系新冠检测产品销量增加所致。受业绩带动，硕世生物今年上半年股价连续拉升，年内涨幅一度达到710%。但自8月以来，硕世生物股价见顶回落。截至11月24日收盘，硕世生物股价已较年内高点回撤57%，不过仍保有超过250%的年内涨幅。硕世生物日线走势生物疫苗板块是今年6至7月份的绝对龙头，沃森生物股价在这两个月内大涨近100%，得益于公司与合作方共同研发的新型冠状病毒mRNA疫苗于在6月份获得临床试验批件。但在8月初股价定格高点之后，沃森生物股价急转直下。截至11月24日，沃森生物股价在3个多月内较高点回撤了54%，年内累计涨幅收窄至35%。沃森生物日线走势此外，西藏药业、联环药业、康华生物等今年红极一时的明星医药股，当前股价均已较年内高点回撤50%以上。细分领域龙头望迎布局良机多家券商近期陆续发布医药行业2021年投资展望。展望明年，机构普遍提到了“优质赛道”，认为创新药等高壁垒的医药细分行业仍是中长期优质赛道，相关一线核心资产仍有较高的配置价值。华泰证券表示，创新药产业链与可选医疗消费属于中长期的优质赛道，个股上坚守一线龙头白马、择机配置超跌标的。2021年重点关注方向：一是国家医保谈判与常规目录独家品种谈判的价格降幅可能偏大，建议关注管线有深度、销售能力较强的大型药企；二是医疗器械区域性集采有望常态化，但判断价格降幅有限，看好创新型耗材与定制型耗材。中信证券认为，创新和政策变革带动医药板块近几年涨幅明显，其中优质赛道的布局越来越重要。高估值下，医药的投资更注重长跑。判断明年医药部分板块还将继续展现结构性机会，一方面目前市场普遍看好的创新药、生物药、医疗器械、CXO、ICL、零售、医美等诸多方向的龙头公司正持续享受政策红利，优势将更加凸显；另一方面，具有资源禀赋的传统中医药及处于“互联网+医疗”浪潮的部分企业目前价值仍被低估，未来基本面有望逐步改善。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":393853461,"gmtCreate":1606286819053,"gmtModify":1703842266581,"author":{"id":"3432431541125090","authorId":"3432431541125090","name":"大赢家上海","avatar":"https://static.tigerbbs.com/5db86480e9fb2af144a8b45b546781c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432431541125090","authorIdStr":"3432431541125090"},"themes":[],"htmlText":"割韭菜","listText":"割韭菜","text":"割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393853461","repostId":"1171812712","repostType":4,"repost":{"id":"1171812712","kind":"news","pubTimestamp":1606285040,"share":"https://ttm.financial/m/news/1171812712?lang=&edition=full","pubTime":"2020-11-25 14:17","market":"hk","language":"zh","title":"25只股票遭遇“腰斩”！这个红极一时的板块热度骤降","url":"https://stock-news.laohu8.com/highlight/detail?id=1171812712","media":"上海证券报","summary":"作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌","content":"<div>\n<p>作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌去1.38%。自8月4日触及历史高点以来，申万医药生物指数已累计回撤16.5%。申万医药生物指数日线走势机构认为，10月以来随着三季度业绩兑现，医药行业持续调整。特别是进入11月份疫苗研究成果陆续发布...</p>\n\n<a href=\"http://news.cnstock.com/news,bwkx-202011-4622327.htm\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"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>25只股票遭遇“腰斩”！这个红极一时的板块热度骤降</title>\n<style 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}\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\">\n25只股票遭遇“腰斩”！这个红极一时的板块热度骤降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 14:17 北京时间 <a href=http://news.cnstock.com/news,bwkx-202011-4622327.htm><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌去1.38%。自8月4日触及历史高点以来，申万医药生物指数已累计回撤16.5%。申万医药生物指数日线走势机构认为，10月以来随着三季度业绩兑现，医药行业持续调整。特别是进入11月份疫苗研究成果陆续发布...</p>\n\n<a href=\"http://news.cnstock.com/news,bwkx-202011-4622327.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{},"source_url":"http://news.cnstock.com/news,bwkx-202011-4622327.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171812712","content_text":"作为今年前三季度的明星品种，医药板块曾长时间处于聚光灯下，不少头部医药股股价屡创新高。但在过去两个月内，在顺周期板块集中发力的同时，医药股骤然失色。今日早盘，医药板块进一步回落，申万医药生物指数半天跌去1.38%。自8月4日触及历史高点以来，申万医药生物指数已累计回撤16.5%。申万医药生物指数日线走势机构认为，10月以来随着三季度业绩兑现，医药行业持续调整。特别是进入11月份疫苗研究成果陆续发布带来全球疫情预期明朗化，加剧了行业回调。但从中长期看，景气度确定的细分领域龙头仍将不惧调整。创新药械、CXO（医药研发及生产外包）等高壁垒领域中的龙头公司有望迎来布局机会。25只医药股遭“腰斩”Wind数据显示，截至11月24日收盘，共有25只医药股最新股价较年内高点回撤超过50%，其中多数来自于医疗器械与生物制品两大细分板块。受全球蔓延的新冠疫情影响，今年不少医疗器械行业公司业绩出现爆发式增长，带动公司股价水涨船高。科创板公司硕世生物今年前三季度实现净利润5.82亿元，同比增长超过10倍。公司方面表示，今年业绩增长主要系新冠检测产品销量增加所致。受业绩带动，硕世生物今年上半年股价连续拉升，年内涨幅一度达到710%。但自8月以来，硕世生物股价见顶回落。截至11月24日收盘，硕世生物股价已较年内高点回撤57%，不过仍保有超过250%的年内涨幅。硕世生物日线走势生物疫苗板块是今年6至7月份的绝对龙头，沃森生物股价在这两个月内大涨近100%，得益于公司与合作方共同研发的新型冠状病毒mRNA疫苗于在6月份获得临床试验批件。但在8月初股价定格高点之后，沃森生物股价急转直下。截至11月24日，沃森生物股价在3个多月内较高点回撤了54%，年内累计涨幅收窄至35%。沃森生物日线走势此外，西藏药业、联环药业、康华生物等今年红极一时的明星医药股，当前股价均已较年内高点回撤50%以上。细分领域龙头望迎布局良机多家券商近期陆续发布医药行业2021年投资展望。展望明年，机构普遍提到了“优质赛道”，认为创新药等高壁垒的医药细分行业仍是中长期优质赛道，相关一线核心资产仍有较高的配置价值。华泰证券表示，创新药产业链与可选医疗消费属于中长期的优质赛道，个股上坚守一线龙头白马、择机配置超跌标的。2021年重点关注方向：一是国家医保谈判与常规目录独家品种谈判的价格降幅可能偏大，建议关注管线有深度、销售能力较强的大型药企；二是医疗器械区域性集采有望常态化，但判断价格降幅有限，看好创新型耗材与定制型耗材。中信证券认为，创新和政策变革带动医药板块近几年涨幅明显，其中优质赛道的布局越来越重要。高估值下，医药的投资更注重长跑。判断明年医药部分板块还将继续展现结构性机会，一方面目前市场普遍看好的创新药、生物药、医疗器械、CXO、ICL、零售、医美等诸多方向的龙头公司正持续享受政策红利，优势将更加凸显；另一方面，具有资源禀赋的传统中医药及处于“互联网+医疗”浪潮的部分企业目前价值仍被低估，未来基本面有望逐步改善。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
