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第12批国家药品集采开标，创新药迎来价值重估？ episode artwork

EPISODE · Sep 2, 2026 · 5 MIN

第12批国家药品集采开标，创新药迎来价值重估？

from 华夏早播间

过去几年，一提起医药行业，市场最先想到的往往是集采带来的压力。但如今，行业关注点已经发生了转变。近期，第十二批国家药品集采正式开标，市场关注的焦点早已不局限于价格竞争，而是转向企业能否依靠创新打开新的增长空间。随着集采逐步进入常态化阶段，创新药龙头企业业绩持续改善，医药行业正迎来全新的投资逻辑。

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第12批国家药品集采开标，创新药迎来价值重估？

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