The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Everbright Securities: Empowering commercial health insurance to promote payment diversification, medical insurance prepayment alleviates funding pressure.
After the implementation of the medical insurance prepayment system, it is expected to effectively alleviate the financial pressure of medical institutions in the corresponding areas, thereby improving the enterprise account payment status of pharmaceutical procurement and consumables channels, conducive to the overall development of the cash flow chain of medical institutions-pharmaceutical distribution-pharmaceutical manufacturing.
Multiple bullish factors boost pharmaceutical Hong Kong stocks. Institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
Most pharmaceutical stocks rose, with Tongyuan Kangyi Medicine (02410) up 18.46%. Institutions pointed out that the policy trend of medical insurance funds supporting innovative drugs will not change.
Jingwu Cai Xun | Most pharmaceutical stocks rose, with Tongyuan Kang Medicine (02410) up 18.46%, Keji Pharmaceutical (02171) up 13.86%, Heyu (02256) up 11.79%, Cloud Peak Xin Yao (01952) up 10.31%, cansinobio (06185) up 7.48%. Zhong Yin International stated that benefiting from overseas interest rate cuts and domestic macroeconomic improvement, the pharmaceutical industry, as a high elasticity industry, is expected to outperform the market. The bank believes that the performance of the macroeconomy is closely related to the revenue and expenditure of medical insurance funds and medical health consumer spending. As policy focus shifts to stimulating the economy, the bank believes that medical industry
[Brokerage Focus] CMB International: Benefits from overseas interest rate cuts and domestic macroeconomic improvement. The pharmaceutical industry, as a high-elasticity sector, is expected to outperform the market.
Kingold Financial News | CICC International stated that benefiting from overseas interest rate cuts and improvements in the domestic macro environment, the medical sector, as a high-elasticity industry, is expected to outperform the market. The bank believes that the performance of the macro economy is closely related to the income and expenses of medical insurance funds, as well as medical and health consumption. As the policy focus shifts to stimulating the economy, the bank believes that policies for updating medical devices are expected to accelerate implementation, and support policies for innovative drugs are also expected to be implemented locally. The CXO sector is expected to benefit from the recovery in overseas research and development demand, and the impact of the "Biosecurity Law" may be limited. A new round of domestic medical insurance negotiations is about to land. Although there is certain pressure on the income and expenses of medical insurance funds, the bank believes that medical insurance
HK Stock News | Innovent Bio (01801) rose more than 4% in the afternoon, the company terminated the disputed related agreement, product sales in the third quarter exceeded expectations.
Innovent Bio (01801) rose more than 4% in the afternoon, as of the time of publication, it increased by 4.01%, closing at HKD 38.95, with a turnover of 0.371 billion Hong Kong dollars.
