新医改对于整个医药行业的推动作用毋庸置疑。实际上“医改”主题也一直是近两年来最受关注的投资主题之一。有理由相信,随着医改细则的出台,市场或再度掀起一轮投资热潮。但“蛋糕”不会是均分的,我们认为只有那些有基本面支撑且真正的行业龙头才够格享用。 The new medical reform for the entire pharmaceutical industry to promote the role of no doubt. In fact, the theme of “medical reform” has also been one of the most frequently watched investment topics in the past two years. There are reasons to believe that with the promulgation of the medical reform rules, the market or once again set off a wave of investment boom. But “cake” will not be evenly divided, and we think only those with fundamentals support and the real industry leader will be able to enjoy it.