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投资要点1、行业整体业绩企稳回升。2、行业供给侧改革预期强烈。2017年1-8月医药制造业主营业务收入为19448.7亿元,同比增长11.7%,利润总额为2127.6亿元,同比增长18.3%,收入与利润增速均企稳回升,体现出医药行业在经济不景气下的稳定成长性。医药行业基本面企稳回暖,新版医保目录出台,医改深入推进,政策发布和执行进入密集期,整个医药板块分化明显。2017年1-8月医
Investment Points 1, the overall performance of the industry stabilized and picked up. 2, the industry supply side reform is expected to be strong. From January to August 2017, the revenue from principal operations of pharmaceutical manufacturing industry was 1.94847 trillion yuan, up 11.7% over the same period of previous year with a total profit of 212.76 billion yuan, up 18.3% over the same period of last year. The revenue and profit growth both stabilized and recovered. This shows that in the pharmaceutical industry, Stable growth in recession. The fundamentals of the pharmaceutical industry stabilized and warmed up. The new medical insurance catalog was introduced. The medical reform was further promoted. The release and implementation of policies entered a dense phase. The entire pharmaceutical sector was significantly differentiated. January 2017-January 2017