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Minsheng Securities: Triple resonance moving upwards, focusing on pharmaceutical innovation and Consumer in 2025.
Looking ahead to 2025, there is a bullish outlook on the upward resonance of policy, fundamentals, and market sentiment, comprehensively optimistic about the pharmaceutical sector, with a focus on high-quality assets in pharmaceutical innovation and consumer sectors.
How is the quality and supply of Pharmaceuticals guaranteed? The National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals.
On December 26, 2024, the National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals, inviting representatives from the National Medical Products Administration, selected Pharmaceutical enterprises, and research Institutions to communicate and exchange views on recent societal concerns regarding quality assurance of centrally procured Pharmaceuticals and innovative development in the Industry, and to listen to opinions and suggestions.
Hong Kong stocks are moving | CRO Concept stocks rose broadly in the morning, with most companies' overseas Business improving on a quarter-on-quarter basis. Institutions are Bullish on the Industry entering a stable growth phase.
CRO Concept stocks generally rose in the morning. As of the time of writing, Asymchem Laboratories (06821) rose by 4.16%, trading at 52.6 Hong Kong dollars; WUXI APPTEC (02359) rose by 3.53%, trading at 55.8 Hong Kong dollars; PHARMARON (03759) rose by 3.06%, trading at 14.14 Hong Kong dollars.
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Investors Three-year Losses Continue as Asymchem Laboratories (Tianjin) (SZSE:002821) Dips a Further 4.3% This Week, Earnings Continue to Decline
Asymchem Laboratories (Tianjin) Co., Ltd. (SZSE:002821) Stock Catapults 26% Though Its Price And Business Still Lag The Market
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