No Data
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.
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.
[Brokerage Focus] BOCOM INTL points to new opportunities in the medical Sector driven by AI technology, focusing on innovation related to AI and opportunities for valuation recovery.
Jingu Finance News | BOCOM INTL stated that multiple pharmaceutical companies have integrated DeepSeek, accelerating the implementation of AI + Medical Services. Many companies in the digital medical field, such as Yidu Technology, announced the integration of DeepSeek-R1 model, and Jiangsu Hengrui Pharmaceuticals and INNOVENT BIO also indicated that they will fully carry out DeepSeek application work. Moreover, the National Healthcare Security Administration has reiterated the reform of payment collection. The administration mentioned the achievements of the settlement reform in Jiangxi Province, where the payment collection cycle for medical supply companies has reduced from half a year to 30 days. The bank pointed out that AI large models empower digital medical services companies, showing significant potential in disease diagnosis/detection. At the same time,
[Brokerage Focus] The Pacific Securities initially gives SIMCERE PHARMA (02096) a "Buy" rating, stating that multiple Innovative Drugs have been intensively approved for market launch, and performance is expected to grow steadily.
Jinwu Financial News | The Pacific Securities Research indicated that SIMCERE PHARMA (02096) maintains its leading position in the field of neurology pharmaceuticals. After the approval of the Xianbixin injection in 2020, sales have rapidly increased, achieving a CAGR of 749.9% from 2020 to 2023. With good efficacy and safety, sales of the new generation of DORA-type insomnia medications have shown rapid growth: Suvorexant (Merck) reached sales of 0.33 billion dollars in 2020, while Lemborexant (Eisai) surpassed Suvorexant in 2023 with sales exceeding 0.26 billion dollars, and Daridorexant (Idorsia) is experiencing rapid growth.
[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.
On January 23, SIMCERE PHARMA (02096) canceled 40.496 million shares.
SIMCERE PHARMA (02096) announced the cancellation of 40.496 million repurchased shares on January 23, 2025.
Simcere Pharmaceutical Group Limited's (HKG:2096) Business And Shares Still Trailing The Market
