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GUSHENGTANG: ANNUAL REPORT 2024
Zhuhai International: The pharmaceutical industry in China is expected to continue the valuation recovery this year, with the market for Innovative Drugs likely to differentiate.
Zhao Yin International published a report indicating that, driven by positive factors such as the export Trade of Innovative Drugs, optimization of domestic procurement policies, the implementation of the Class B medical insurance catalog for Innovative Drugs, the revival of tenders for Medical Devices, and the recovery of domestic demand, the Pharmaceutical Industry is expected to continue experiencing valuation repair in 2025.
Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
Gushengtang Holdings Limited (HKG:2273) Surges 9.4%; Retail Investors Who Own 40% Shares Profited Along With Institutions
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.
JP Morgan Starts Gushengtang Holdings at Overweight With HK$50 Price Target