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.

cls.cnApr 26 01:45 ET

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.

cls.cnApr 23 10:19 ET

Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.

As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.

cls.cnApr 16 20:31 ET

Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.

In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.

cls.cnApr 15 20:19 ET

Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.

At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.

cls.cnApr 14 20:14 ET

Prelude to increased tariffs? The Trump administration has initiated a Section 232 investigation into pharmaceuticals and Semiconductors.

① The USA government disclosed on Monday that it has launched an investigation into the impact of imported Pharmaceuticals and Semiconductors on National Security; ② This is widely seen as a prelude to imposing tariffs on prescription drugs and Semiconductors, and it could further escalate the trade war initiated by the USA.

cls.cnApr 14 20:14 ET