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The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Awarded the "Annual Outstanding Health Company", hepalink (002399.SZ/9989.HK) interprets value through steady growth.
In today's society, where population aging is becoming increasingly severe, health has become a focal point of great concern. With the enhancement of public health awareness and continuous advancements in technology, a company's innovation capabilities and market performance have become key indicators for measuring its standing in the industry. The global health industry is facing unprecedented development opportunities and challenges. In this context, the 9th "Gelonghui Global Investment Carnival 2025" recently grandly opened, and hepalink, as the leader of the heparin industry chain, won the "Annual Excellence in Global Health Enterprise" award. The "Annual Excellence in Global Health Enterprise" award considers multiple aspects such as product production, service provision, and information dissemination.
Bearish landing? Hong Kong stocks in the pharmaceutical sector collectively strengthen with wuxi apptec rising over 8%.
① How much impact did the biological safety legislation have on domestic pharmaceutical stocks previously? ② How do industry insiders view the subsequent development of the biological legislation?
Hong Kong stock concept tracking | The biocontrol bill was not included in the latest version of NDAA. Institutions are bullish on the bottom opportunities in the CXO sector (with concept stocks attached).
On December 7, 2024, local time in the USA, the US Congressional Armed Services Committees in both the House and the Senate released the final agreement text of the 2025 National Defense Authorization Act (NDAA), which incorporates proposals from both chambers.
Honkong stock market movement | CRO concept stocks collectively opened higher as the bioprotective legislation was not included in the final version of the NDAA by the U.S. Senate and House of Representatives.
CRO concept stocks opened higher collectively. As of the time of writing, wuxi bio (02269) increased by 13.03%, trading at 19.6 Hong Kong dollars; wuxi apptec (02359) rose by 11.72%, trading at 61 Hong Kong dollars; pharmaron (03759) climbed by 9.14%, trading at 16 Hong Kong dollars.
Shenzhen Hepalink Pharmaceutical Group Co., Ltd. (SZSE:002399) Stocks Pounded By 35% But Not Lagging Market On Growth Or Pricing
