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[Brokerage Focus] China International: In January, Global and China Medical financing showed signs of recovery, focusing on recommending companies with good annual report expectations.
Jinwu Finance | According to the renowned Medical database Artery Network Statistics, the total disclosed financing amount for the Global Medical Health Industry in January 2025 was 8.004 billion USD, an increase of 100.5% month-on-month from December. The disclosed financing amount for China's Medical Health Industry in January was 0.956 billion USD, increasing by 90.8% and 71.3% compared to November and December, respectively. After a significant decline in the total financing amount for the Global Medical Health Industry in 2022-23, there was a year-on-year rebound of 1.4% in 2024, indicating that January is part of a sustained recovery. The total financing amount for China's Medical Health Industry after 2022.
Hong Kong Stock Early Report｜The three major US stock indices are closed for the holiday. TCL ELECTRONICS expects Net income to increase by over 60% year-on-year.
① Eight departments issued the "Action Plan for High-Quality Development of the New Energy Storage Manufacturing Industry." ② Sales of RBOB Gasoline Passenger Vehicles in the first month of this year dropped by over 20% compared to the previous month. ③ The Bank of Japan is likely to raise interest rates as early as May. ④ Baidu's gray testing for DeepSeek was launched today.
China Merchants: The blue ocean of AI in pharmaceuticals, with AI assisting the entire process of new drug development.
Previously, the application of AI technology in the drug development process mainly focused on the drug discovery stage. With the application of large model technologies like Deepseek, the value of AI in the clinical stage will gradually become evident.
Jing Tai Holdings-P (02228.HK): In 2024, revenue reaches the commercialization threshold, marking a milestone for drug discovery and Asia Vets automation business.
On February 17, Gelonghui reported that Crystal Technologies Holdings-P (02228.HK) announced that the group expects to achieve revenue generated from providing (i) drug discovery solutions and (ii) Asia Vets automation solutions to reach the revenue threshold of a commercialized company, which is 0.25 billion HKD, for the fiscal year ending December 31, 2024. This revenue is due to the group's business development and market opportunities during the fiscal year ending December 31, 2024.
Express News | Xtalpi Holdings Sees Revenue in Year Being HK$250 Mln
[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,
