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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
[Brokerage Focus] CMB International indicates that China Meheco Group has started a valuation recovery.
Jinwu Financial News | China Merchants International states that the MSCI Chinese Medical Index has risen 5.3% year-to-date as of early 2025, outperforming the MSCI Chinese Index by 0.9%. Benefiting from overseas interest rate cuts and improvements in the domestic macro environment, the pharmaceutical sector, as a highly elastic industry, is expected to outperform the market in 2025. The Category C medical insurance directory is set to be implemented within the year, and Innovative Drugs will benefit from better payment conditions through commercial health insurance coverage. The bidding for Medical Devices is accelerating its recovery, which will drive the profit recovery of domestic medical device companies. The bank is Bullish about the recovery of industry valuations. It recommends buying WUXI APPTEC (02359, 603259 CH).
Zhaoyin International: Bullish on the valuation repair of the China Meheco Group Industry, recommending to Buy WUXI APPTEC (02359) and others.
Cinda International believes that China will become a necessary place for overseas pharmaceutical companies to seek innovative drug pipelines, and innovative drugs from China will play an increasingly important role on the international stage.