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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.
Yifeng Pharmacy Chain Terminates Share Issuance Plan
Slowing Rates Of Return At Yifeng Pharmacy Chain (SHSE:603939) Leave Little Room For Excitement
The transfer did not reach a deal; it was intended to sell 5% equity of special treat Jiuzhi to yifeng pharmacy chain two years ago, but now it has "blown up" | Quick read of the announcement.
① The major shareholder of Jiuzhitang Co., Ltd., Li Zhenguo, has terminated the stock transfer agreement with yifeng pharmacy chain; ② A representative of yifeng pharmacy chain stated that their commercial cooperation with Jiuzhitang Co., Ltd. will continue, and the yifeng pharmacy chain's acquisition of Jiuzhitang pharmacy two years ago is unaffected; ③ Currently, yifeng pharmacy chain holds 4.99% of the shares in Jiuzhitang Co., Ltd., making it the third largest shareholder after heilongjiang state-owned assets and Li Zhenguo.
yifeng pharmacy chain (603939.SH): Termination of stock transfer agreement
Gelonghui Nov. 22nd | yifeng pharmacy chain (603939.SH) announced that, after the fourth session of the ninth board of directors of the company deliberated and approved, on April 23, 2022, the company signed the "Stock Transfer Agreement of Jiuzhitang Limited Company" with Li Zhenguo, planning to cash acquire Li Zhenguo's 43,467,800 shares of stocks of Jiuzhitang Limited Company through agreement transfer method. For specific details, please refer to the relevant announcement disclosed by the company on April 24, 2022. After the signing of the "Stock Transfer Agreement", matters concerning the agreement have not been effectively promoted. In view of this, after friendly negotiation and agreement by both parties
China Merchants Securities: Establishment of prepayment policy for medical insurance funds, releasing incremental signals at the bottom of the pharmaceutical sector.
It is reported that standardized prepayment process management, with the scale of regional prepayment in line with the approved standards for about one month, the prepayment system effectively alleviates the financial pressure of medical institutions, empowering the medical and pharmaceutical industry.
Returns Are Gaining Momentum At Yifeng Pharmacy Chain (SHSE:603939)
