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 21:10 ET

Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation

①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.

cls.cnNov 19 08:17 ET

The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.

On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.

cls.cnNov 12 02:44 ET

Historically the most 'competitive'? The Tenth Batch of National Procurement Pharmaceutical Catalog Is Officially Announced with one type having up to 31 companies competing.

①This afternoon, the National Pharmaceutical Joint Procurement Office officially announced the tenth batch of nationally purchased pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Several industry insiders have stated that the tenth batch of national procurement will be the largest and most competitive national procurement in history.

cls.cnNov 1 08:59 ET

The tenth batch of national procurement reporting documents have been leaked, industry insiders: does not represent the final list of centralized procurement varieties. The competition intensity will reach new heights.

①A document of the tenth batch of national procurement reporting catalog has circulated within the industry. Today, when the reporter verified with the relevant department, they indicated that it is an internal document not for public release, and the formal joint procurement document will be released publicly later. ②Several industry experts have provided feedback to the reporter, stating that this reporting catalog does not represent the final procurement catalog. However, the competitive landscape of the tenth batch of national procurement will involve at least seven companies. ③The competition for the tenth batch of national procurement will be exceptionally fierce.

cls.cnOct 16 04:45 ET

With a compound annual growth rate of only 2.6% over the past five years, China's top 100 pharmaceutical companies are entering an adjustment period. How will the industry break through under internal and external pressures?

According to the data from China Meheco Group, in 2023, multiple operation indicators of the pharmaceutical industry's leading companies have declined. The compound annual growth rate of the top 100 pharmaceutical companies in the country in the past five years is only 2.6%, and the industry as a whole has entered the adjustment phase from the initial high-speed growth. Behind the weak growth, the health industry is also undergoing transformation: overseas licensing trades for innovative drugs have reached a new high, and leading companies are accelerating outward expansion...

cls.cnSep 9 20:54 ET