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Guosen: China's Medical and health industry is welcoming the "Deepseek moment" with huge potential in the AI medical and AI pharmaceutical markets.
The AI Medical and AI pharmaceutical markets have enormous potential and are one of the most important application fields of AI technology. Considering the extremely high valuations of some overseas AI pharmaceutical/medical benchmark companies, the domestic AI pharmaceutical/medical field has broad prospects and room for imagination.
Zhao Yin International: Bullish on the valuation repair of the China Meheco Group Industry. Recommended to Buy WUXI APPTEC and others.
Zhaoyin International has released a research report stating a Bullish outlook on the valuation recovery of the China Meheco Group Industry. It recommends to Buy WUXI APPTEC (02359, 603259CH), BEIGENE (ONC.US), INNOVENT BIO (01801), United Imaging (688271.SH), Juzhi Biotech (02367), 3SBIO (01530), and SKB BIO-B (06990). The main viewpoints of Zhaoyin International are as follows: The MSCI Chinese Medical Index has accumulated a rise of 5.3% from the beginning of 2025 to now, outperforming the MSCI Chinese Index by 0.9%. Benefiting from overseas interest rate cuts and domestic macroeconomic conditions.
Guolian: Structural differentiation in the Industry may further intensify, and companies that lead in Innovative Drugs and international layout are likely to continue to take the lead.
In addition, the proportion of the CSI SWS Health Care index Public Fund in Q4 2024 is at a historic low since 2010, suggesting a focus on companies with positive earnings expectations for 2024.
Risks To Shareholder Returns Are Elevated At These Prices For Shanghai United Imaging Healthcare Co., Ltd. (SHSE:688271)
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Shanghai United Imaging Healthcare Co., Ltd. (SHSE:688271) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?
102884128 : getting disappointed with this counter. every day drop.