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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.
Cofoe Medical TechnologyLtd (SZSE:301087) Seems To Use Debt Quite Sensibly
Sinolink Securities: The favorable wind of medical policies arrives first, followed by innovation going abroad and performance reversal.
In 2025, Sinolink believes that the core investment opportunities in the pharmaceutical Sector will revolve around three main logics: 1) innovation going abroad; 2) demand recovery; 3) reversal of policy expectations.
Kefo Medical (301087.SZ) invested 9 million yuan to establish a life and health investment fund, Xiangjiang Shannuo.
KeFu Medical (301087.SZ) announced that the company has entered into an agreement with Shenzhen Qianhai Shangshan Jinshi Private Equity Fund Management Co., Ltd...
Kerui Medical (301087.SZ): Basically achieved independent research and development and production of core product categories, currently self-production accounts for approximately 60%.
Gelonghui November 8th丨KeFu Medical (301087.SZ) accepted a survey from specific parties on November 7, 2024, regarding the proportion of self-produced and agency products, the company's rich product categories, and how to manage inventory effectively. The company mentioned that it has basically achieved independent research and development and production of core product categories, with a current self-production ratio of about 60% and agency ratio of about 20%. The main agency products are hearing aids and physiotherapy devices. The company operates its channels independently, allowing for timely optimization of inventory management based on market and order changes to respond to market fluctuations and customer demands.
While Individual Investors Own 23% of Cofoe Medical Technology Co.,Ltd. (SZSE:301087), Private Companies Are Its Largest Shareholders With 47% Ownership
