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Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage
The annual national medical insurance catalog negotiations have once again entered the stage of on-site bargaining.
Day One of the 2026 National Reimbursement Drug List (NRDL) Negotiations: Corporate Representatives Barely Conceal Their Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage
① The first day of the 2026 national negotiations kicked off with traditional Chinese medicine (TCM) companies such as China Resources Sanjiu, Guangyuyuan, and Kangyuan Pharmaceutical taking the lead; ② In the afternoon session, Hengrui Pharma, Pfizer, and Novo-Nordisk A/S took over, initiating intensive negotiations for chronic disease medications; ③ The overall atmosphere was relatively relaxed, with corporate representatives barely concealing their satisfaction, as mechanisms like “pre-communication” have helped advance market access under the medical insurance scheme.
Interim dividend activity on the STAR Market heats up: 81 companies plan to distribute approximately RMB 6.7 billion in cash, with industry leaders topping the payout list.
① Under the combined influence of normalized regulatory guidance, the demonstrated resilience of listed companies' earnings, and sustained improvements in cash flow, enthusiasm for interim dividends in the A-share market continues to rise; ② A total of 81 companies listed on the STAR Market have announced their 2026 interim dividend plans, with a total dividend distribution amounting to approximately RMB 6.7 billion.
Effective after the close! Major overhaul of the MSCI China Index: 33 stocks, including Zhipu, Kingboard Group, and Dingtai High-Tech, are added, marking a collective entry for hard-tech companies.
The quarterly rebalancing of the MSCI China Index officially took effect after today's market close. Thirty-three stocks were added, and thirty-two were removed.
Cash-out of approximately HK$3.9 billion! Wuxi Apptec reduces its stake in Wuxi XDC for the fifth time to bolster its core CRDMO business.
① Wuxi Apptec cashed out approximately HK$3.92 billion, which is expected to impact pre-tax profits for 2026 by about RMB 3.143 billion; ② Since November 2024, Wuxi Apptec has reduced its stake in Wuxi XDC five times, cumulatively recovering approximately HK$10.87 billion in funds; ③ The divestments occurred amid simultaneous strengthening in Wuxi XDC’s performance, order book, and stock price, with the proceeds to be further invested into the core CRDMO business.
Memory Chip Sector’s Star Performer Delivers Stellar Earnings: Net Profit Surges 5,200% | Selected After-Hours Announcements
Storage sector dark horse sees net profit surge 52-fold; CXO giant significantly reduces stake in subsidiary; emerging optical module player invests $150 million to expand overseas with 1.6T products... What are the key highlights after today's market close?