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[Brokerage Focus] BOCOM INTL indicates that the expectation for the implementation of Category C medical insurance catalog enhances the catalyzing sentiment and repairs focus on innovation and valuation recovery opportunities.
Jinwu Financial News | BOCOM INTL indicates that the expectation for the implementation of the Class B medical insurance catalog has further increased this year, and it is expected to support the establishment of diversified payment mechanisms for Innovative Drugs. At the same time, the initiation of the immediate settlement reform for the medical insurance fund is expected to alleviate the cash pressure on Medical Institutions. Combined with the fact that the continued procurement of various medicines and devices has created financial space for payment of Innovative Drugs, the subsequent introduction of favorable policies from fiscal and Medical / commercial insurance is ongoing, and valuations remain at historical lows, the bank believes the Sector still has significant room for recovery. The bank continues to focus on recommending potential beneficiary symbols for the subsequent policy space, including: 1) AKESO (09926), INNOVENT BIO (01.
China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.
National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.
WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
Hong Kong stocks fluctuate | Dairy industry stocks warm up today as Goldman Sachs states that the number of newborns in 2024 exceeds expectations, which may ease pressures in the infant formula industry.
The dairy stocks have rebounded today. As of the time of this report, YouRan Dairy (09858) increased by 5.84%, reported at 1.63 HKD; CH MODERN D (01117) increased by 3.61%, reported at 0.86 HKD; CHINA FEIHE (06186) increased by 3.3%, reported at 5.32 HKD; MENGNIU DAIRY (02319) increased by 1.05%, reported at 15.4 HKD.
Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.
In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.
Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.
Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.
