体外诊断行业周报：美国麻疹疫情有望催生相关诊断试剂需求-20250609

Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics industry [5][7]. Core Viewpoints - The recent outbreak of measles in the United States, with confirmed cases reaching 1,168, is expected to drive demand for related diagnostic reagents, particularly in the in vitro diagnostics sector [5][52]. - The in vitro diagnostics sector has shown resilience, with a weekly increase of 2.00%, outperforming the broader pharmaceutical sector which rose by 1.13% [2][10]. - The report suggests focusing on companies involved in measles virus testing as potential investment opportunities [5][52]. Industry Performance - The in vitro diagnostics sector's PE (ttm) is currently at 32.95X, with a historical maximum of 36.42X and a minimum of 20.96X over the past year [4][32]. - The PB (lf) stands at 1.68X, with historical values ranging from 1.97X to 1.44X [4][32]. - The sector's valuation is positioned at the 47.80th percentile historically, indicating a moderate valuation level [4][32]. Company Performance - Notable performers in the medical services sector include Rejing Bio (+9.5%), Mingde Bio (+7.2%), and Shuoshi Bio (+5.8%) [3][28]. - Conversely, companies like Antu Bio (-0.5%) and Jiuan Medical (-0.3%) have underperformed [3][28]. Investment Suggestions - The report recommends focusing on the immunodiagnostics segment, particularly in chemiluminescence and molecular diagnostics, highlighting companies such as Yahui Long and Shengxiang Bio as key players [5][54].