Jinwu Finance | The Medical Care Sector is performing well, with the Hang Seng Healthcare Index rising 0.91% during the day, reported at 2338.61 points. Keji Pharmaceutical (02171) rose over 18%, WUXI APPTEC (02359) rose 5.01%, GD Medical (01952) rose 4.02%, and PHARMARON (03759) rose 3.94%.
Guosen's research report indicates that domestic medical demand continues to upgrade, and the macro economy is expected to gradually recover. Currently, the Industry is undergoing significant supply-side structural reforms, and the centralized procurement of Pharmaceuticals and Medical Devices is nearing completion. A new growth cycle is likely to begin in 2025. Amid geopolitical disturbances, the country is expected to increase its support for self-controllable initiatives. It is recommended to prioritize investments in Innovative Drugs, Innovative Medical Devices, and other sub-sectors while also paying attention to Thematic Investment opportunities arising from AI Medical and mergers and acquisitions.
Research Reports from China Securities Co.,Ltd. indicate a Bullish outlook on investment opportunities in the medical instruments Sector for 2025. The rising compliance requirements and the impacts of centralized procurement will gradually clear up, and the Industry will continue to recover from a low base. Some companies with new product releases or international layouts are expected to achieve high growth, and the Sector's valuations and certainty are likely to continue to improve. Regulation encourages mergers and acquisitions, and M&A activity in the medical instruments Sector is relatively active. The medical instruments Industry has significant advantages in going global, and China's innovation and cost-effectiveness advantages will establish global leaders. Recently, several innovative medical instruments have been approved, and commercial insurance is expected to open new space for innovative products. The domestic AI healthcare sector is developing rapidly, and advancements in both overseas and domestic Brain-computer Interface technologies are likely to continue to catalyze growth.
