【名称及出版时间】：高盛高华-2010年展望：药物目录和农村医疗市场将推动长期持续增长-091218.pdf
【来源】：世纪证券
【文件格式】：PDF
【页数】：31
【内容提要】：

Table of contents

Key themes and potential strategies for 2010................................................................................................................2
2010: Drug reimbursement list is a key differentiating factor .....................................................................................3
Valuation appears reasonable; Buy medical device and companies with incremental exposure to RDL and EDL.......5
Key changes to our numbers at a glance .......................................................................................................................9
Where will China’s pharmaceutical sector stand after five years? .................................................................11
Summary financials  ..................................................................................................................................14
Disclosures  ......................................................................................................................................................29