英科醫(yī)療(138.520,0.00,0.00%)預計上半年凈利同比增長2581.8%至2864.1%，因全球一次性防護手套需求激增。生產無紡布的欣龍控股(11.200,0.00,0.00%)，生產制藥裝備的東富龍(16.650,0.00,0.00%)，參與口罩生產的天華超凈(18.760,0.00,0.00%)等公司均在近期發(fā)布了增幅可觀的業(yè)績預告。
川財證券分析師方科認為，全球新增新冠確診病例數(shù)量仍處高位，國內局部地區(qū)可能存在的疫情風險不會影響整體復工復產進度，但由此帶來的醫(yī)療行業(yè)投資邏輯將從短期轉為長期。上海證券分析師魏赟表示看好醫(yī)療新基建前景。
