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Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
Hong Kong stock Concept tracking | FDA terminates animal testing, AI drug development welcomes the latest trend (including Concept stocks)
This also means that the FDA will gradually put an end to the animal testing regulations that have been in place for over 80 years.
Hong Kong stocks move | Crystal Tech Holdings (02228) rose over 8% in early trading. The Stock Exchange approved the company as a commercialized company. The company recently reached a partnership with the South Korean pharmaceutical company JW.
Crystal International Holdings (02228) rose over 8% in the morning session, and as of the time of writing, it is up 2.54%, priced at 4.44 Hong Kong dollars, with a transaction amount of 0.269 billion Hong Kong dollars.
Trending Industry Today: ALI HEALTH Leads Gains In AI Medical Concept Stocks
Trending Industry Today: MEDBOT-B Leads Gains In AI Medical Concept Stocks
【Brokerage Focus】BOCOM INTL indicates that the impact of the new round of tariffs on the fundamentals of the A/H medical Sector is limited.
BOCOM INTL believes that the impact of the new round of tariffs on the fundamentals of the A/H Pharmaceutical Sector is limited, primarily due to: 1) Pharmaceutical products are currently temporarily exempt from tariffs; 2) Even if tariffs on pharmaceuticals are implemented, there is no direct impact on completed or pending BD Trades; 3) For mature commercialized Innovative Drugs, the impact of additional tariffs on the gross margin of innovative drug sales should be at a low single-digit percentage level; 4) As leading companies with a large proportion of CMO Business gradually expand their production capacity layout globally, the impact of tariffs will gradually decrease; 5) The reciprocal tariffs imposed by China mainly affect capital expenditure, including the cost side of materials.
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