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Major rating｜Credit Lyonnais: The impact of the USA tariff policy on the Medical Care Industry in China is relatively small.
Lyon published a research report stating that due to the limited scale of drug trade between China and the United States, the expectation is that the Medical Care Industry in China, particularly in the field of Innovative Drugs, is relatively less affected by tariff policies. With the hope that under the optimization of centralized volume procurement and other policies, the industry is transitioning towards quality-driven growth. Therefore, there is still an optimistic view on leading innovative pharmaceutical companies and distributors in China, with a low likelihood of impact on the enterprise licensing model. Currently, Lyon's stock selection for the Medical Care Sector in China includes CSPC PHARMA, SINOPHARM, Aier Eye Hospital Group, Jiangsu Hengrui Pharmaceuticals, HANSOH PHARMA, AKESO, CMS, DaShenLin Pharmaceutical Group, Huadong Medicine, and TIGERMED.
Sinolink: Under the fluctuation of tariffs, the pharmaceutical sector shows outstanding certainty. Pay attention to left-side investment opportunities.
This week's fluctuations in international tariff expectations have raised concerns in the market regarding the impact on the pharmaceutical Sector.
Huadong Medicine (000963.SZ): Daor Biotechnology has received the notice of approval for clinical drug trials.
Gelonghui, April 7th丨Huadong Medicine (000963.SZ) announced that on April 3, 2025, its holding subsidiary Zhejiang Daor Biotechnology Co., Ltd. (referred to as "Daor Biology") received the "Drug Clinical Trial Approval Notice" (Notice No.: 2025LP00993) approved and issued by the National Medical Products Administration (NMPA). The clinical trial application for the injectable DR30206 submitted by Daor Biology has been approved. So far, there are no antibody fusion protein drugs targeting PD-L1, VEGF, and TGF-β simultaneously available in the global market.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
Private Companies Are Huadong Medicine Co., Ltd's (SZSE:000963) Biggest Owners and Were Rewarded After Market Cap Rose by CN¥8.7b Last Week
Huadong Medicine Subsidiary Gets Drug Registration for Blood Sugar Control Drug
Fewer Investors Than Expected Jumping On Huadong Medicine Co., Ltd (SZSE:000963)
