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20240125_国信证券_2023年生物医药行业年报业绩前瞻：Q4业绩环比有所改善建议底部布局医药优质资产_21页.pdf

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20240125_国信证券_2023年生物医药行业年报业绩前瞻：Q4业绩环比有所改善建议底部布局医药优质资产_21页.pdf

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031 0418 2023 1 19 2023 1 PE 22A 23E 24E 25E 22A 23E 24E 25EA 300760.SZ 3354 96.1 115.4 139.0 167.1 34.9 29.1 24.1 20.1 603259.SH 2201 88.1 101.3 121.3 158.0 25.0 21.7 18.2 13.9 300122.SZ 1188 75.4 91.0 113.1 141.8 15.8 13.1 10.5 8.4 603882.SH 256 27.5 7.6 12.1 15.6 9.3 33.8 21.2 16.4 688236.SH 73 3.1 2.8 3.6 4.7 23.8 26.6 20.2 15.5 688212.SH 69 0.2 0.8 1.4 2.0 319.0 85.5 49.5 34.5 301096.SZ 76 1.9 2.8 3.9 5.2 39.1 26.7 19.3 14.7 301080.SZ 59 2.0 1.8 2.4 3.0 29.0 32.4 25.1 19.6 6990.HK-B 182(6.2)(2.5)(5.5)(6.4)9926.HK 317(11.7)19.8(2.6)6.4 16.1 49.6 2162.HK-B 81(3.1)(2.7)(6.0)(6.6)1789.HK 46 2.0 2.7 3.5 4.6 22.7 17.3 13.4 10.1 Wind 2024/1/24 6 12 6 12 A 300 000300.SH 899001.CSI(HSI.HI)500(SPX.GI)IXIC.GI 20%10%-20%10%10%10%10%10%20 125 36 518046 0755-82130833 1199 1 12 200135 6 9 100032

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