醫(yī)藥血制品行業(yè)深度報(bào)告“兩票制”下?tīng)I(yíng)銷(xiāo)制勝，技術(shù)創(chuàng)新推動(dòng)長(zhǎng)期發(fā)展

1、目錄目錄1.血制品：來(lái)自人體的獨(dú)特生物制品..........................................61.1血制品種類及適應(yīng)癥.................................................61.2血制品行業(yè)發(fā)展情況.................................................72.漿量激增與“兩票制”沖擊下，企業(yè)銷(xiāo)售模式轉(zhuǎn)型初見(jiàn)成效；伴隨醫(yī)

2、保放量，行業(yè)即將觸底反彈.................................................................92.1從供不應(yīng)求到短期供過(guò)于求，遇上兩票制...............................92.2重點(diǎn)企業(yè)銷(xiāo)售轉(zhuǎn)型快，新版醫(yī)保放量利好..............................132.3去庫(kù)存接近尾聲，銷(xiāo)售先行企業(yè)營(yíng)收好轉(zhuǎn)，行業(yè)觸底反彈時(shí)機(jī)即將到來(lái)..

3、..153.并購(gòu)時(shí)代落幕，技術(shù)創(chuàng)新引領(lǐng)未來(lái).........................................173.1國(guó)內(nèi)并購(gòu)格局：未來(lái)難再以依靠并購(gòu)成長(zhǎng)..............................173.2技術(shù)創(chuàng)新：改善工藝，提升血漿綜合利用率............................174.長(zhǎng)期：需求穩(wěn)健拉動(dòng)，品類結(jié)構(gòu)調(diào)整.................................

4、......214.1血制品需求穩(wěn)健增長(zhǎng)，用量提升空間大................................214.2品類結(jié)構(gòu)調(diào)整：國(guó)內(nèi)免疫球蛋白、凝血因子類發(fā)展前景佳................225.板塊估值觸底，重點(diǎn)推薦銷(xiāo)售轉(zhuǎn)型快、技術(shù)創(chuàng)新力強(qiáng)標(biāo)的.....................235.1全球血制品三巨頭：并購(gòu)快速擴(kuò)張，產(chǎn)品結(jié)構(gòu)各有千秋..................235.2國(guó)內(nèi)重點(diǎn)公司分析....