平安证券：科创板细则出台 助推生物医药创新导向

　　周末，科创板细则出台，在医药领域，预计估值不低于40亿元，要求至少有一项核心产品获准开展二期临床试验，对当期收入和利润没有要求，体现出非常强的鼓励创新的价值导向。医药行业是创新驱动的行业，上周也是丰收的一周，乐普的生物可吸收洗脱支架和复宏汉霖的利妥昔单抗类似物相继获批。在科创板政策的刺激下，相关研发能力强、具备分拆上科创板条件的上市公司有望获得市场聚焦，如【、】（300009）(15.090,0.00,0.00%)、北陆药业（300016）(9.000,0.00,0.00%)、天士力（600535）(20.710,0.00,0.00%)、康恩贝（600572）(8.030,0.00,0.00%)等。

　　平安证券指出，短期关注科创板相关机会，长期配置围绕产业升级。市场风险偏好有所提升，可适当关注中小市值的细分领域龙头。配置方面围绕产业升级①CRO、CMO领域将充分受益行业创新升级大潮，建议关注凯莱英（002821）(84.370,0.00,0.00%)、药明康德（603259）(89.890,0.00,0.00%)、【、】（300725）(81.750,0.00,0.00%)；②核医学领域不受行业政策冲击，且受益于配置证放开市场大幅扩容，建议关注东诚药业（002675）(10.860,0.00,0.00%)、中国同辐；③特色原料药的产业链价值显着提升，具备较强升级转型潜力，建议关注司太立（603520）(28.040,0.00,0.00%)、富祥股份（300497）(18.350,0.00,0.00%)；④口腔医疗及相关耗材充分受益于医疗消费升级，建议关注正海生物（300653）(54.500,0.00,0.00%)、通策医疗（600763）(58.980,0.00,0.00%)；⑤短期也建议关注研发能力强、具备分拆上科创板条件的上市公司，如北陆药业、安科生物、海辰药业（300584）(27.370,0.00,0.00%)、康恩贝等。