Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.

Track the entire lifecycle of the main sector.

cls.cn20:20 ET

The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.

① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.

cls.cnJan 6 08:42 ET

The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."

In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.

cls.cnDec 19, 2024 09:27 ET

The century-old brand dispute between Beijing Tongrentang and Tianjin may come to an end as the Tongrentang Group controls 60% of Tianjin Tongrentang's shares | Quick read announcement.

① Beijing Tongrentang Group acquired 60% equity of Tianjin Tongrentang Group, which may include the Tianjin Tongrentang Business into the listed company in the future. ② In 1904 and 2021, Beijing Tongrentang sued Tianjin Tongrentang for brand issues. After this acquisition, the century-old brand disputes between both sides may come to an end.

cls.cnDec 18, 2024 10:15 ET

How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.

① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.

cls.cnDec 8, 2024 03:48 ET

Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?

Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.

wallstreetcnNov 21, 2024 21:10 ET