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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.
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.
Sinolink: Pharmaceutical sector under pressure in the early stage, reversal in 2025 comes from three major opportunities.
With the continuous aging of the population, stable expansion of residents' medical consumption, and the continuous recovery of industry diagnosis and treatment volume, the long-term growth logic of the medical industry remains clear, and the overall foundation is stable.
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Sinolink Securities: Pharmaceutical prosperity in the third quarter hovers at the bottom, focusing on the improvement prospects for the next 25 years.
In the third quarter, due to internal adjustments in the healthcare sector, changes in the consumer environment, and some medical insurance cost control policies still being implemented, the business climate continued to bottom out in the Q3 report, with a slower rebound than expected.
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