个人觉得不错的一个医药行业报告，分享一下。
医药行业概况 ................................................................................ 8
医药行业分类 .......................................................................................................................................................... 8
医药行业产业链 ...................................................................................................................................................... 8
医药行业特点 .......................................................................................................................................................... 9
医药行业发展概况 ................................................................................................................................................  10
行业周期性分析与景气周期模型  .........................................................................................................................  12
医药行业需求分析 ...........................................................................  15
我国医药行业潜力巨大.........................................................................................................................................  15
医药行业长期将快速稳定增长  .............................................................................................................................  16
新医改给医药行业提速.........................................................................................................................................  19
基本药物目录的影响分析.....................................................................................................................................  24
估值与投资策略 .............................................................................  25
化学药品制剂行业 ...........................................................................  27
行业分类 ................................................................................................................................................................  27
行业产业链 ............................................................................................................................................................  27
行业盈利模式 ........................................................................................................................................................  28
行业周期性分析 ....................................................................................................................................................  28
我国化学制剂行业发展现状.................................................................................................................................  29
抗肿瘤药 ................................................................................................................................................................  32
重点公司点评：恒瑞医药.....................................................................................................................................  42
化学原料药行业 ..............................................................  44
原料药市场概况 ....................................................................................................................................................  44
行业产业链 ............................................................................................................................................................  45
行业盈利模式 ........................................................................................................................................................  46
行业周期性分析 ....................................................................................................................................................  47
抗生素类原料药 ....................................................................................................................................................  48
维生素类原料药 ....................................................................................................................................................  50
重点公司点评：新和成.........................................................................................................................................  62
中药行业 ...................................................................................  63
中药行业分类 ........................................................................................................................................................  63
中药行业市场概况 ................................................................................................................................................  64
中药行业发展趋势分析.........................................................................................................................................  65
中药饮片市场分析 ................................................................................................................................................  65
中成药市场分析 ....................................................................................................................................................  66
重点公司点评：中恒集团.....................................................................................................................................  70
生物制药行业 ...............................................................................  71
生物医药行业分类 ................................................................................................................................................  71
生物制药行业发展现状.........................................................................................................................................  72
生物医药行业需求预测.........................................................................................................................................  73
生物医药行业产业链 ............................................................................................................................................  73
疫苗 ........................................................................................................................................................................  74
血液制品 ................................................................................................................................................................  88
诊断试剂 ................................................................................................................................................................  93
重点公司点评：华兰生物.....................................................................................................................................  97