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China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.
National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.
Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.
In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.
GTJA: The centralized procurement of Chinese Patent Medicine is still in the early stages, and quality improvement and expansion are expected to continue to progress.
GTJA released a Research Report stating that the bidding for the third batch of national Chinese Patent Medicine centralized procurement has opened, with the reduction slightly exceeding expectations.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
Tong Ren Tang Technologies Renews Trademark Licence Contract With Tong Ren Tang Chinese Medicine
TONGRENTANGCM (03613.HK) has entered into a technical service contract with TONG REN TANG.
On December 20, Gelonghui reported that TONGRENTANGCM (03613.HK) announced that on December 20, 2024, the company entered into a technical service contract with TONG REN TANG. Accordingly, the company entrusted TONG REN TANG with the process and technical research on important Traditional Chinese Medicine raw materials. The company shall pay TONG REN TANG a total of 5 million Hong Kong dollars in installments for the technical services. The related raw materials are an important part of the group's production of Traditional Chinese Medicine and products, playing a significant role in the quality of the production process. Considering TONG REN TANG's capabilities and expertise in Traditional Chinese Medicine manufacturing, the Director believes that the technical service contract and the Trade involved will be beneficial.
