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Hong Kong stock Concept tracking | Douyin and Taotian beauty products' GMV growth is remarkable. The National Medical Products Administration supports domestic beauty brands going abroad (with accompanying Concept stocks).
The National Medical Products Administration: Strongly encourage innovation in Cosmetic ingredients and support domestic beauty brands going overseas.
PCHi 2025 Observation: Pearlescent pigments become the "weather vane" for cosmetics, while peptides are the "treasure" for personal care products.
The 15th China International Personal Care and Home Care Ingredients Exhibition (PCHi 2025) will be held in Guangzhou from February 19 to 21. According to the exhibition information, PCHi 2025 will bring together over 800 companies from more than 20 countries in the Global cosmetic ingredients, testing, and equipment sectors, with an exhibition area exceeding 0.06 million square meters. Hundreds of top experts and corporate representatives from around the world will attend, sharing the latest technological innovations, market trends, and policy regulations in the Industry. As an important platform for showcasing achievements in the beauty, Personal Care, and home care sectors, the PCHi conference is held annually.
China Merchants Bank International: The pricing policy for pharmaceuticals in the mainland is expected to be optimized, and FSG Medical Serv A accelerates commercialization.
Benefiting from the optimization of domestic Pharmaceutical price policies, improvements in the domestic macro environment, and expectations of interest rate cuts overseas, the Industry is expected to continue experiencing valuation recovery in 2025.
Citi: Assigns a "Buy" rating to Giants Biotechnology (02367) and raises the Target Price to HKD 68.2.
The company recently launched a new product series called 'Frame Field Secret Repair', which helps generate new sources of income, reinforces its science-oriented product positioning, and establishes a professional brand image.
【Brokerage Focus】Minsheng Securities maintains a "Recommended" rating on Giant Biotechnology (02367), bullish on the continued launch of medical beauty products boosting performance.
Jinwu Finance | Minsheng Securities has indicated that recently, Juzi Biotechnology (02367) has received formal authorization from the National Intellectual Property Administration for its exclusive patent — recombinant human type IV collagen (China invention patent: ZL202410545206.6). This achievement breaks traditional perceptions in the Industry for the first time, opening up a new path for the application of short peptides of type IV collagen. According to the "Public Announcement of the Review Results for Priority Approval Applications of Medical Instruments (2024 No. 17)" released by the Technical Review Center of the National Medical Products Administration (NMPA), Juzi Biotechnology's injectable recombinant collagen supplement...
[Brokerage Focus] CMB International indicates that China Meheco Group has started a valuation recovery.
Jinwu Financial News | China Merchants International states that the MSCI Chinese Medical Index has risen 5.3% year-to-date as of early 2025, outperforming the MSCI Chinese Index by 0.9%. Benefiting from overseas interest rate cuts and improvements in the domestic macro environment, the pharmaceutical sector, as a highly elastic industry, is expected to outperform the market in 2025. The Category C medical insurance directory is set to be implemented within the year, and Innovative Drugs will benefit from better payment conditions through commercial health insurance coverage. The bidding for Medical Devices is accelerating its recovery, which will drive the profit recovery of domestic medical device companies. The bank is Bullish about the recovery of industry valuations. It recommends buying WUXI APPTEC (02359, 603259 CH).
