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Bocom Intl: Rated 'Outperform' for Mainland pharmaceutical industry, focusing on innovative and consumer-driven symbol
The "Notice on Organizing Pharmaceutical Institutions to Submit the Demand Quantity of the Tenth Batch of National Centralized Procurement Drug Types" shows that the tenth batch of pharmaceutical national procurement includes a total of 263 specifications, involving 62 varieties, and plans to report quantities from October 18th to 28th, complete quantity review by each province before November 1st, and submit to the National Joint Procurement Office.
BOCOM Intl: Short-term pharmaceutical sector still has some room for recovery, focusing on recommending Simcere Pharma (02096) and others.
bocom intl key recommended simcere pharma (02096), hutchmed (china) (00013), connoah-b (02162) and akeso (09926), etc.
Bocom Intl: The fifth batch of consumables centralized procurement initiated, focusing on simcere pharma (02096) and other high-elastic symbols under the recovery of the sector.
Bocom Intl believes that there is still further room for recovery in the Mainland pharmaceutical sector in the short term.
[Brokerage Focus] Bocom Intl believes there is still room for further recovery in the pharmaceutical sector in the short term.
Kingwu Finance News | Bocom Intl stated that the fifth batch of consumables for the national procurement has started, and the market for cochlear implants and peripheral interventions may enter a new cycle. In addition, many places have lifted the quantity restrictions on pharmaceuticals used in hospitals, accelerating the entry of pharmaceuticals into hospitals. The bank pointed out that with the inclusion of national procurement, the expected price decrease in cochlear implants may bring incremental market demand, creating market share substitution space for domestic brands. The bank believes that in the short term, there is still room for further recovery in the pharmaceutical sector, with a focus on recommending Simcere Pharma (02096), Hutchmed (China) (00013), CanSino Biologics (02162), and Akeso (09926) due to their rich short-term catalysts and high profit growth.
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