Zhongtai: Innovative Drugs lead the market, pay attention to Q1 performance + policy catalysis.

In April, the pharmaceutical Sector is expected to continue its structural market trend, with Innovative Drugs as the main line and thematic opportunities rotating.

Zhitong FinanceApr 2 19:18 ET

The entire pharmaceutical sector has surged sharply; what happened?

On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.

wallstreetcnApr 1 08:38 ET

Overseas expansion is continuously being catalyzed, and the pharmaceutical stock market is gradually heating up. Institutions: China's "R&D premium" is being recognized globally.

① As of the time of writing, the Hang Seng Innovative Drugs Index has risen over 6%, with many Biomedical stocks in the A-share market hitting the ceiling limit. ② GTJA emphasizes that the centralized procurement rules are expected to be optimized, promoting marginal improvements in the pharmaceutical Sector. ③ Soochow believes that overseas buyers' attention to China's first in class opportunities has significantly increased.

cls.cnApr 1 00:48 ET

The "wind" has reached the pharmaceutical stocks, and the Sector is experiencing a surge in limit-up prices! What are the Bullish catalysts?

Catalysts from news, warming performance, and the advantages of valuation may become the main factors boosting the rise of pharmaceutical stocks.

cls.cnApr 1 00:04 ET

Hong Kong stock movement | 3SBIO (01530) rises over 11% again, with Tebiou's annual sales revenue exceeding 5 billion yuan and the company's annual net profit increasing by nearly 35%.

3SBIO (01530) rose over 11% again, as of the time of writing, it increased by 9.53%, priced at 13.1 Hong Kong dollars, with a transaction value of 0.586 billion Hong Kong dollars.

Zhitong FinanceMar 31 23:26 ET

CICC: Maintain 3SBIO (01530) 'Outperform Industry' rating and raise Target Price to HKD 13.50.

The company announced its performance for 2024: revenue of 9.108 billion yuan, +16.5% year-on-year; net income attributable to shareholders of 2.09 billion yuan, +34.9% year-on-year; adjusted operating net income of 2.319 billion yuan, +18.8% year-on-year, which exceeded the bank's expectations, mainly due to robust growth in core products and increased earnings from joint ventures.

Zhitong FinanceMar 30 23:35 ET