Citi is bullish on the China Medical Health Sector, with AI empowerment driving Ping An Healthcare (01833) to become the preferred stock.

Citi is bullish on the Chinese Medical and health sector, with Ping An Health and others as preferred stocks.

Zhitong Finance06:32 ET

Zhuhai International: The pharmaceutical industry in China is expected to continue the valuation recovery this year, with the market for Innovative Drugs likely to differentiate.

Zhao Yin International published a report indicating that, driven by positive factors such as the export Trade of Innovative Drugs, optimization of domestic procurement policies, the implementation of the Class B medical insurance catalog for Innovative Drugs, the revival of tenders for Medical Devices, and the recovery of domestic demand, the Pharmaceutical Industry is expected to continue experiencing valuation repair in 2025.

Zhitong Finance02:00 ET

The Trump administration plans to impose tariffs on imported Pharmaceuticals, and the U.S. Pharmaceutical Industry warns that it may increase drug costs.

A report commissioned by a trade organization in the USA Pharmaceutical Industry indicates that if the USA imposes a 25% tariff on imported Pharmaceuticals, it could increase the annual Pharmaceutical costs in the USA by nearly 51 billion dollars and raise drug prices by up to 12.9%.

Zhitong FinanceApr 25 23:38 ET

Accelerating recovery? In March, domestic Innovative Drugs investment and financing increased by about 50% year-on-year, and the Hong Kong Stock pharmaceutical Sector collectively surged.

① In March, domestic investment and financing for Innovative Drugs increased by approximately fifty percent year-on-year, how significant is the Bullish impact? ② The Hong Kong stock market's pharmaceutical Sector rose collectively, which stocks are attracting market attention?

cls.cnApr 24 03:37 ET

[Brokerage Focus] Sinolink: The actual geopolitical risk in the Innovative Drugs Sector is low. In the second half of the year, it is recommended to focus on left-side reversals.

Jinwu Finance | Sinolink's Research Reports indicate that the external tariff environment is changing rapidly, and the pharmaceutical Sector has good risk resistance and growth potential. The geopolitical risk in the Innovative Drugs Sector is very low, and there are opportunities for domestic substitution in Blood Products, Medical Device, and instruments. A reversal in the left-side Sector is imminent after the first quarter report, and attention is recommended. The firm states that in the second half of the year, attention should be given to the left-side reversal, as performance gradually recovers and the fundamentals improve. Focus on the individual stocks in Generic Drugs, chain pharmacies, Medical Device, and Traditional Chinese Medicine that are experiencing difficulties. Throughout the year, it is advised to continuously focus on the main line of Innovative Drugs and semi-Innovative Drugs; additionally, in the short term, attention should be paid to the fluctuations in tariffs regarding Blood Product

Jinwu Financial NewsApr 22 21:07 ET

Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.

① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?

cls.cnApr 21 23:57 ET