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当市场不利时,易方达医疗保健行业、融通医疗保健行业、华宝医药生物优选等具有更大的灵活性,可减少对医药板块的配置,可能有更大机会跑赢医药板块。从我国医疗卫生总支出占GDP的比重趋势人均医疗卫生支出的增长率来看,我国疗卫生增长仍有较大空间。通过横向比较各国生费用占GDP的比例,我国的卫生费用占GDP重仅为5.1%,不但低于高收入国家(平均8.1%)而且比低收入国家的比重还要低(平均6.2%)
When the market is unfavorable, Efont Healthcare, Infotainment Healthcare and Warburg Pharmaceutical Bio-optimization will have more flexibility to reduce the allocation to the pharmaceutical sector and may have a greater chance of outperforming the pharmaceutical sector. From the total expenditure on health care in China as a share of GDP trends in per capita health expenditure growth rate of view, there is still room for improvement of health care in our country. By comparing the cost-sharing ratios of various countries to GDP, China’s health expenditure accounts for only 5.1% of GDP, not only lower than the high-income countries (8.1% on average) but also lower than the low-income countries (6.2% on average)