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Guolian's investment strategy for the CSI SWS Health Care index in 2025: Look at space for incremental growth and at structure for existing assets.
Looking ahead to the CSI SWS Health Care index in 2025, from the perspective of incremental growth, attention should be paid to the long-term development of three major areas: medical insurance, self-paying, and overseas expansion; from the perspective of existing growth, attention should be paid to the essence of medicine and Medical.
While Private Companies Own 33% of Dong-E-E-Jiao Co.,Ltd. (SZSE:000423), Retail Investors Are Its Largest Shareholders With 45% Ownership
Announcement Highlights | In the first 11 months, SUNSHINE INS's original premium income exceeded 120 billion yuan; GCL TECH plans to allot up to 1.56 billion shares, net raising approximately 1.53 billion Hong Kong dollars.
In the first 11 months, SUNSHINE INS's original premium income exceeded 120 billion yuan; the major Shareholder of CHENGDU EXPWAY won a highway project worth over 10 billion yuan.
China Resources Pharma Increases Stake in Dong-E-E-Jiao
Zhongtai: The implementation of the tenth batch of centralized procurement is expected to accelerate the clearance of generic drugs. Commercial insurance is an important incremental logic in the pharmaceutical Sector.
It is recommended to keep a close eye on the progress and implementation of commercial insurance, as improvements in the payment sector are expected to bring about a significant market trend in the Pharmaceutical Sector, with opportunities for recovery and reversal in hospital pharmaceuticals, diagnostics, and Medical Devices.
HAITONG SEC: The trend of moderate price reductions in the centralized procurement of Traditional Chinese Medicine varieties continues, and the domestic Pharmaceutical industry is expected to usher in a wave of mergers and acquisitions.
HAITONG SEC released a Research Report stating that the gentle trend of price reduction for Traditional Chinese Medicine varieties continues.
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