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[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.
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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.
MayFlower : It was predictable..
Midnite52 : yep