港股异动 | 联邦制药(03933)尾盘涨超7% 胰岛素接续价格趋于平稳 公司6款产品全线中选A类
联邦制药(03933)尾盘涨超7%，截至发稿，涨6.67%，报10.2港元，成交额7037.37万港元。
消息面上，近日，上海阳光医药采购网公布全国药品集中采购（胰岛素专项接续）拟中选结果。湘财证券指出，胰岛素市场自第一轮全国集采后持续回调，我们认为市场对该品类过度悲观，忽视了胰岛素产业化生产构建的内在核心壁垒及此类药品背后的医疗服务价值。此次接续价格维持相对平稳且标期延长，我们判断整体市场有望触底回升。建议关注胰岛素龙头公司潜在价值修复投资机会。
据悉，在本次胰岛素专项国采接续中，联邦制药申报的六款胰岛素产品全部以A类拟中选。公司指，本次公司拟中选产品价格与第六批国家药品集中采购(胰岛素专项)相比适度下调，但采购基础量显著增加52.5%，同时公司全部A类中选产品还将获得分配剩余量。国金证券指，联邦制药6款产品全线中选A类，预计将借助本次集采迎来加速放量。
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