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李昱,清华大学理学硕士,2007年进入中投证券研究所,担任医药行业分析师。对医药行业发展趋势有深刻的理解,擅于把握快速增长的细分领域投资机会。对中国的医疗体制改革有前瞻性的研究,指出全民医保的建立是行业持续发展的重要推动力,并对公立医院改革进行了深度研究。2009年对甲型H1N1流感事件进行深入分析,推荐了莱茵生物、华兰生物等的投资机会,2010年根据华润集团对医药资产的整合,推荐了万东医疗。
Li Yu, Master of Science from Tsinghua University, entered CIC Securities Institute in 2007 as an analyst in the pharmaceutical industry. The pharmaceutical industry has a profound understanding of the development trend, good at grasping the rapid growth of investment opportunities in the field of segmentation. A prospective study on China’s medical system reform pointed out that the establishment of universal health insurance is an important driving force for the sustainable development of the industry and a deep study has been conducted on the reform of public hospitals. 2009 in-depth analysis of the influenza A (H1N1) flu event, recommended the investment opportunities Rhine biological, Hualan bio, etc., in 2010 according to the integration of China Resources Group’s medical assets, recommended Wandong medical.