[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

The concept of contract research organizations has generally risen, wuxi bio (02269) increased by 7.48%, and institutions indicate that CRO/CDMO might gradually emerge from a notable turning point next year.

Jingu Finance | The contract research organizations concept saw widespread gains, with wuxi bio (02269) rising by 7.48%, wuxi apptec (02359) up by 6.12%, pharmaron (03759) increasing by 2.8%, genscript bio (01548) gaining 1.87%, and asymchem laboratories (06821) climbing by 1.44%. According to research reports from zhongtai, at the beginning of November, the pharmaceutical industry, which was at a low point, experienced a strong rebound, followed by fluctuations and adjustments with the large cap. Looking within the sector, catalyzed by policies such as the advance payment for medical insurance and the release of the medical insurance catalog, the pharmaceutical commerce and innovative drugs sub-sectors both performed well. The medical insurance policy's

Jingwu Finance NewsDec 3 02:33 ET

Zhaoyuan International: Health insurance continues to support innovation, and the fund's revenue and expenditure are expected to improve.

The updated policies for medical devices are expected to be implemented quickly, promoting the recovery of profits for domestic medical device companies.

Zhitong FinanceDec 3 02:22 ET

Hong Kong stocks are showing some unusual movements | Most stocks related to the concept of CRO are trending upwards, with expectations of improvement in investment and financing on the margin. Geopolitical games are yet to unfold.

Many concept stocks in the CRO sector have risen. As of the time of publication, Wuxi Bio (02269) rose by 4.77% to HK$12.64; Wuxi Apptec (02359) rose by 3.47% to HK$50.75; and Genscript Bio (01548) rose by 2.8% to HK$11.

Zhitong FinanceDec 2 22:07 ET

Large Molecule Bioanalytical Testing Services Market Size, Share & Trends Analysis Report 2025-2030, Featuring Laboratory Corporation of America, IQVIA, Syneous Health, SGS, WuXi AppTec and Other Major Players

Yahoo FinanceDec 2 04:56 ET

Express News | JPMorgan Chase & Co's Long Position in H-Shares of WuXi AppTec Decreases to 8.85% on Nov 26 From 9.75% - HKEX

ReutersDec 2 04:46 ET