Bocom Intl key recommends Simcere Pharma (02096), Hutchmed (China) (00013), Kangnaoya-B (02162), and Akeso (09926).
Zhongtong Finance APP learned that Bocom Intl released a research report stating that this week (October 3 to October 9) the Hang Seng Index fell by 6.7%, the Hang Seng Healthcare Index fell by 3.3%, ranking 2nd among 12 index industries, outperforming the overall market. The Medical Insurance Bureau issued a reply to Proposal No. 2090 of the 14th National People's Congress Second Session, outlining the next steps for consumable centralized procurement rules and the implementation of innovative medical devices, emphasizing that "large medical equipment procurement with sufficient competition can only be included in centralized procurement after research and analysis."
The report states that the reply is beneficial for further standardizing and improving local consumable centralized procurement rules, while also leaving a development window for high-end medical devices with insufficient competition and strong innovation. The bank believes that in the short term, there is still room for further recovery in the pharmaceutical sector, with a focus on recommending short-term catalysts such as Simcere Pharma (02096), Hutchmed (China) (00013), Kangnaoya-B (02162), and Akeso (09926), which have rich catalysts, high profit growth or clear breakeven points, and significant valuation recovery elasticity in innovative drug symbols, and suggests paying attention to privately-owned medical service and medical aesthetics symbols with strong consumer attributes.
