[Brokerage Focus] CICC Securities: Several heavyweight domestically produced innovative drugs included in medical insurance, fund revenue and expenditure expected to improve.

Jingu Financial News | CMB International released a research report, stating that the MSCI Chinese medical index has cumulatively fallen by 17.6% since the beginning of the year, underperforming the MSCI China index by 30.1%. Benefiting from overseas interest rate cuts and domestic macroeconomic improvements, the medical industry, as a high elasticity sector, is expected to outperform the market. The new version of the medical insurance catalogue has been announced, with multiple heavyweight domestic innovative drugs included. The bank expects the price reduction of renewed varieties to be moderate, reflecting the strong support of the medical insurance fund for innovative drugs. In September and October this year, the balance of basic medical insurance (centralized fund) has significantly improved. As the policy focus shifts to stimulating the economy, the bank believes that the financial status of the medical insurance fund is

Jinwu Financial NewsDec 3 04:13 ET

Market bullish stimulus boosts Hong Kong pharmaceutical stocks, with Genshuo Niaoyao rising over 14%.

① What bullish impacts does the medical insurance centralized procurement have on pharmaceutical companies? ② How do institutions view the subsequent development of pharmaceutical stocks?

cls.cnDec 2 21:48 ET

China Merchants: Maintains a "shareholding" rating on 3SBio (01530) with target price raised to HK$11.

China Merchants expects 3sbio to continue achieving double-digit total revenue growth in the 2025 and 2026 fiscal years.

Zhitong FinanceDec 2 21:42 ET

China Securities Co.,Ltd.: In the 2024 version of the medical insurance catalog, the number of innovative drugs added has reached a new high, balancing 'ensuring basic coverage' and 'supporting genuine innovation'.

Overall situation of the 2024 medical insurance catalog: the results are stable, meeting expectations, with a record high in the number of new innovative drugs, reflecting a balanced consideration of fund safety, public medical needs, and support for innovation.

Zhitong FinanceDec 2 00:42 ET

National medical insurance drug list unveiling soon! Keji Pharmaceutical's stock surged over 9%, leading the way in Hong Kong pharmaceutical stocks.

1. What is the importance of centralized procurement of pharmaceutical companies by medical insurance? 2. Which areas of products are expected to be included in the 2024 National Medical Insurance Drug Catalog?

cls.cnNov 26 21:39 ET

Hong Kong stocks are moving differently | Most pharmaceutical stocks are rising as the results of the medical insurance negotiations are about to be revealed. Institutions indicate that the sector still has further room for recovery.

Most pharmaceutical stocks are rising, as of the deadline, Keji Pharmaceutical-B (02171) rose by 12.38%, to 7.71 Hong Kong dollars; innocare (09969) rose by 5.36%, to 6.49 Hong Kong dollars; Kainuo Ya-B (02162) rose by 4.3%, to 41.25 Hong Kong dollars.

Zhitong FinanceNov 26 20:47 ET