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RBC Initiates BeiGene at Outperform With $312 Price Target
Zhiyin International: The domestic pharmaceutical Industry is expected to continue experiencing valuation recovery in 2025.
Recommend to Buy INNOVENT BIO (01801), BEIGENE (06160), 3SBIO (01530), ZYDELIG (02367), WUXI APPTEC (02359), SKB BIO-B (06990).
Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.
① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.
[Brokerage Focus] China Securities Co., Ltd. is Bullish on the Innovative Drugs Industry which is currently not affected by tariffs.
Jinwu Financial News | China Securities Co.,Ltd. stated that the impact of tariff policies on the Pharmaceutical Industry Chain is quite complex and may still have uncertainties. In the recent tariffs imposed by the USA on China, Pharmaceuticals are not currently involved. At this point, the firm is Bullish on the Innovative Drugs sector, the opportunities for domestic share increases in Medical Devices and Blood Products under autonomous control, and the Traditional Chinese Medicine, pharmacies, and distribution sectors focused on domestic demand, which are not significantly affected by tariffs. In the long run, going abroad should still be an important Global Strategy for pharmaceutical companies, and the firm firmly believes in the incremental opportunities brought by overseas expansion. The firm pointed out that 1) Innovative Drugs: Currently, going overseas mainly involves BD collaborations.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
JMP Securities Maintains BeiGene(ONC.US) With Buy Rating, Maintains Target Price $348
