Hong Kong stocks movement | 3SBIO (01530) rose nearly 8% during the session as SSGJ707 clinical data was excellent, and expectations for overseas business development provide significant flexibility.
3SBIO (01530) rose nearly 8% during the trading session, and as of the writing, it has increased by 6.34%, priced at 8.05 HKD, with a transaction value of 0.447 billion HKD.
3SBIO (01530.HK) plans to hold a Board of Directors meeting on March 25 to approve the annual performance.
Gelonghui, March 7 — 3SBIO (01530.HK) announced that it will hold a Board of Directors meeting on March 25, 2025 (Tuesday) to review and approve the annual performance of the company and its subsidiaries for the year ending December 31, 2024, and their release, and consider the distribution of the final dividend for the year ending December 31, 2024 (if any).
3SBIO: NOTICE OF BOARD MEETING
National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two
① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.
The investment secrets in the government work report: Analyzing the collaborative logic of the Global Strategy and policies of Guoshengtang (2273.HK).
The report clearly states to strengthen basic Medical and health services.
The bull market for Hong Kong stocks has begun; how to identify the certainty of value growth?
At present, the technical bull market in the Hong Kong stock market is becoming the focus of attention for global investors.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
The reevaluation of the Hong Kong stock Technology sector reveals that the Innovative Drugs sector is also expected to迎迎迎 DeepSeeK moment.
① Hong Kong stocks in the Biomedical sector are strengthening in the short term, which Bullish factors are worth paying attention to? ② The number of new drugs under research in our country has jumped to second in the Global ranking, what new support does the policy provide?
The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④
① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.
The enthusiasm for pharmaceutical companies going public in Hong Kong continues! Two leading COVID-19 drug companies are entering the market. How can they break the dilemma of single revenue sources?
In the past three months, nearly 20 pharmaceutical companies have submitted listing applications to the Hong Kong Stock Exchange, including True Biologics and Wangshan Wangshui, two former stars in the COVID-19 pharmaceutical industry; the primary revenue of these two companies is still concentrated on products related to COVID-19 authorization or commercialization, which has significantly declined, providing limited Cash / Money Market.
China Merchants Bank International: The pricing policy for pharmaceuticals in the mainland is expected to be optimized, and FSG Medical Serv A accelerates commercialization.
Benefiting from the optimization of domestic Pharmaceutical price policies, improvements in the domestic macro environment, and expectations of interest rate cuts overseas, the Industry is expected to continue experiencing valuation recovery in 2025.
Is Trump’s risk disturbing the market? Pharmaceutical stocks have suddenly changed, and the WuXi group has collapsed entirely!
Under the AI boom, the Biomedical and AI Medical stocks have been running wild this year.
Are Innovative Drugs receiving a New Year's bonus at the start of the year? Support from medical insurance policies may come in multiple ways, and listed companies express that they will "seize the opportunity."
① Two major consultation drafts focus on the pricing and payment of Innovative Drugs, proposing multiple specific innovative mechanisms, further igniting enthusiasm in the Innovative Drugs Industry; ② Industry experts believe that the Class B medical insurance catalog serves as a shot in the arm, but attention should be paid to expanding its Fund pool and further measures to guide insured enthusiasm; ③ Many listed companies have noticed this dynamic and stated they will "closely monitor, actively cooperate in the future, and seize opportunities."
Pharmaceutical companies are racing in AI! The leading CRO has acquired an AI company in the oncology field, with another player entering the Sector of large models.
① PHARMARON officially announced yesterday that it has acquired the AI company Haixin Zhihui, which specializes in patient management in the field of oncology, to improve the efficiency of new drug development; ② Many CRO companies have already begun to invest in AI, and investors are bullish on the future potential of this Business; ③ In the past 18 trading days, the CRO Concept has seen a continuous surge.
Innovative Drugs and policies drive each other forward! Hong Kong stock pharmaceuticals strengthen against the trend, with Galactose Pharma rising over 25%.
① How will the recently introduced open policy in the Biomedical sector by the State Council affect the competitive landscape of the domestic Industry Chain? ② Can the CXO Industry expect a rebound from its lowest point?
Guosen: Focus on AI + Medical, high-quality innovation, and value symbols with stable performance.
Guosen remains bullish on companies with differentiated innovation capabilities and overseas potential.
Brokerage morning meeting highlights: Now is the right time for AI healthcare layout.
In today's Brokerage morning meeting, Sinolink proposed that the layout of AI in healthcare is timely; HTSC expressed a bullish outlook on the product upgrades and commercial breakthroughs of AI applications in China by 2025; China Securities Co.,Ltd. believes that the turning point in the IDC Industry is approaching, and a new cycle is expected to begin.
[Brokerage Focus] Huayuan Securities initiates a "Buy" rating for 3SBIO (01530), indicating stable growth in the company's core products.
Jinwu Financial News | Huayuan Securities report states that 3SBIO (01530) currently has over 40 listed products covering various treatment fields such as nephrology, oncology, autoimmune diseases, ophthalmology, and dermatology, among which core products like Teibiao and Mandi series are expected to achieve steady growth. The company has a rich pipeline, possessing competitive autoimmune pipelines like IL-17 and IL-4R, and there is positive progress in innovative pipelines such as PD-1/VEGF dual antibodies, fully developing premium pipelines in core advantageous areas. The report stated that the diversified business structure and mature product system drive the core Sector of the company.
Hong Kong stocks fluctuated | CRO Concept stocks continued to surge in the morning, WUXI BIO (02269) and TIGERMED (03347) both rose over 9%.
In the early session, CRO Concept stocks continued to rise. As of the time of writing, WUXI BIO (02269) is up 9.59%, priced at 22.85 HKD; TIGERMED (03347) is up 9.09%, priced at 31.2 HKD; GENSCRIPT BIO (01548) is up 7.22%, priced at 11.88 HKD.
Positive Earnings Growth Hasn't Been Enough to Get 3SBio (HKG:1530) Shareholders a Favorable Return Over the Last Five Years