这次国务院会议释放的信息对医药行业整体构成利好,一方面医保覆盖面的扩大和医保水平的提高从总量上增加了药品需求;另一方面基本药物制度的公布将有助于消除行业发展的不确定因素。医药股有望成为攻守兼备的投资品种。 The information released by this meeting of the State Council has made a positive contribution to the overall pharmaceutical industry. On the one hand, the expansion of health insurance coverage and the improvement of the level of health insurance increase the demand for medicines in aggregate terms. On the other hand, the announcement of the basic drug system will help to eliminate the development of the industry Uncertainties. Pharmaceutical stocks are expected to become both offensive and defensive investment varieties.