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China Securities Co.,Ltd. is bullish on pharmaceutical companies participating in industry consolidation domestically and actively exploring overseas markets.
Looking ahead to future investment opportunities in the Industry, the bank is Bullish on pharmaceutical companies stabilizing their domestic foundations, actively participating in industry consolidation, managing the rhythm and path externally, and proactively exploring overseas markets.
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The trial for importing beef gallbladder has been opened, causing a significant drop in the prices of the most expensive Traditional Chinese Medicine materials.
① The National Medical Products Administration and the General Administration of Customs recently jointly announced a trial for beef bile from specific countries that meet standards for production in Chinese Patent Medicine. ② The price of natural beef bile (gall bile) has dropped from a peak of 1.8 million yuan per kilogram to 1.4 million to -1.45 million yuan per kilogram.
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.
Sinolink: Innovative Drugs will be the main growth line in the Pharmaceutical Sector, bringing investment opportunities for left-side sector stocks after the Q1 report.
The reversal of market conditions and improvement in performance after the quarterly report will also bring investment opportunities in individual stocks in sectors such as chain pharmacies, Medical Devices, CXO, generic drugs, Traditional Chinese Medicine, and Medical Services, and it is recommended to increase investment.