[Brokerage Focus] Bocom Intl believes there is still room for further recovery in the pharmaceutical sector in the short term.

Golden Guard Financial News · Oct 2 21:11

Jinwu Financial News | BOC International said that the fifth batch of domestic procurement of consumables has started, and cochlear implants and peripherals will enter the market or start a new cycle. Furthermore, restrictions on the amount of medication used in hospitals have been lifted in many places, and the state talks have accelerated the entry of drugs into hospitals. According to the bank, with the introduction of domestic procurement, lower cochlear implant prices are expected to bring incremental market demand and create market share replacement space for domestic brands. The bank believes that the pharmaceutical sector still has room for further restoration in the short term. It focuses on recommending innovative drug targets such as Xiansheng Pharmaceutical (02096), Hehuang Pharmaceutical (00013), Connoya (02162), and Kangfang Biology (09926), which are rich in short-term catalysts, have high profit growth or clear break-even periods, and are highly resilient in valuation.

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【券商聚焦】交银国际料短期内医药板块仍有进一步修复空间

[Brokerage Focus] Bocom Intl believes there is still room for further recovery in the pharmaceutical sector in the short term.

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