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1、本周中金医药投资组合投资组合：A股：科伦药业、恒瑞医药、乐普医疗、凯利泰、华东医药、上海医药、美年健康。H股：石药集团、中国生物制药、威高股份、华润医药、白云山。近期工作：公司动态：乐普医疗（300003）；业绩回顾：智飞生物（300122）、石四药集团（2005.HK）；行业动态：17种抗癌药纳入医保，新产品进入医保提速；创新药纳入医保提速，医保支付结构变化鼓励研发创新。图表2:近期工作近期工作公司动态乐普医疗（300003）业绩回顾智飞生物（300122）石四药集团（2005.HK）行业动态17种抗癌药纳入
2、医保，新产品进入医保提速创新药纳入医保提速，医保支付结构变化鼓励研发创新资料来源：图表3:A股医药公司最近一周重点数据证券代码证券简称周收盘价(人民币)周涨跌幅(%)周换手率(%)总市值(人民币百万)流通A股占总股本比例(%)周成交额(人民币百万)周成交量(千股)000423.SZ东阿阿胶39.98-9.594.3826,14899.981,15928,644000513.SZ丽珠集团28.36-3.045.5420,39263.6570525,345000538.SZ云南白药70.230.000.0073,1
3、38100.00--000661.SZ长春高新177.46-2.7614.3330,18899.914,13824,356000963.SZ华东医药37.55-1.442.6354,75489.301,27334,187000999.SZ华润三九21.92-2.491.4821,45799.9531614,490002007.SZ华兰生物35.39-0.598.8332,91686.292,46070,830002022.SZ科华生物9.52-1.862.254,90495.9610511,133002038.
4、SZ双鹭药业25.88-5.656.8617,72582.7899738,918002044.SZ美年健康13.75-11.805.5242,92258.761,408101,164002223.SZ鱼跃医疗16.30-3.444.1516,34085.3058235,457002262.SZ恩华药业11.55-8.336.4111,78186.7165756,693002422.SZ科伦药业23.60-0.343.8433,98071.4991239,555002433.SZ太安堂4.30-6.725.163
5、,30689.9315635,709002550.SZ千红制药3.80-7.322.224,86470.617820,089002603.SZ以岭药业10.28-3.291.8012,40182.0218217,829002737.SZ葵花药业16.03-2.382.069,36288.4917010,661300003.SZ乐普医疗28.350.714.7350,51078.981,84166,591300015.SZ爱尔眼科28.50-5.354.1067,92677.032,13675,208300026
6、.SZ红日药业3.15-3.671.609,48579.5112138,416300122.SZ智飞生物38.30-4.999.7761,28054.323,29784,901300199.SZ翰宇药业10.13-8.337.539,40559.5841441,652300244.SZ迪安诊断16.281.123.308,97164.7518711,772300246.SZ宝莱特10.601.447.181,54973.76817,733300255.SZ常山药业4.090.993.393,82469.1188
7、21,878300267.SZ尔康制药3.80-13.245.107,83857.4723660,407300326.SZ凯利泰8.50-2.632.076,10789.6611113,360300347.SZ泰格医药43.24-4.598.8021,62865.891,24529,003300363.SZ博腾股份7.33-6.622.133,99156.48496,557300463.SZ迈克生物17.47-0.742.329,74865.751478,494600079.SH人福医药10.95-6.412.
8、8214,82395.0039836,315600085.SH同仁堂28.75-2.971.7739,430100.0069524,248600276.SH恒瑞医药56.60-1.222.92208,42699.446,114107,052600332.SH白云山34.110.893.8655,45665.891,36741,307600436.SH片仔癀82.25-8.604.954
