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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">随着国家基本药物目录公布，医改带来的市场扩容将使整个医药行业受益，而独家品种受益更明显，同时，</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">09</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">11</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月底还将公布基本药物其他版和新版医保目录，这对拥有国内独家专利药品伤科接骨片等</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">40</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">个品种的美罗药业（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600297</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）等大公司是重大利好，考虑到该股还有优质中药厂资产的注入，后市的市场表现值得高度期待，可重点跟踪。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">亮点：</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman">1</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、注入优质中药厂资产：公司向美罗集团定向增发收购美罗中药厂</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">96.4%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">股权。美罗中药厂现已拥有片剂、丸剂、胶囊剂、颗粒剂、口服液、糖浆剂、散剂等七种剂型的生产规模和</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">100</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">多个国药准字生产批准文号，是国家二十一家重点中药厂之一。主导产品伤科接骨片为国家中药保护产品，并被列入国家中药急救产品目录《基本医疗保险目录》甲类报销药品。</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">08</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年美罗中药厂实现净利润</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2362.83</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万元，占公司利润总额的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">48.06%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、入选新医保受益：《国家基本用药目录》</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">09</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">8</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">18</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">日正式颁布，</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">100</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">多个中成药品种中，独家品种占</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">20%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">以上。公司及下属子公司拥有的国内独家专利药品伤科接骨片等</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">40</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">个品种被列入国家基本药物目录，是全国青霉素、链霉素四大巨头之一，其红霉素产量占全国总产量的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">30%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-fa
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