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Mid-day overview: Hong Kong stocks are consolidating with the Hang Seng Index up nearly 2%; Mainland real estate is booming with Shimao Group up more than 14%.
Network technology rose, JD.com Group rose more than 4%, Meituan, Alibaba, Tencent Holdings, and Kuaishou all rose more than 2%.
Express News | China Securities Co.,Ltd.: We recommend keeping confidence in the pharmaceutical industry in the second half of the year, waiting for the right time.
Hong Kong's pharmaceutical stocks rebounded today! After a deep adjustment from the beginning of the year until now, can they achieve a bottom-up rebound?
Since 2024, innovative drugs have received a variety of benefits from the policy combination. From multi-dimensional support for speeding up the registration and evaluation of innovative drugs, promoting multi-tiered innovation, and reasonable pricing of new drugs, the policy has moved from 'encouraging large-scale innovation' to 'encouraging high-quality innovation'.
Guoyuan Securities: Each overseas business model has its own advantages and disadvantages. Pharmaceutical companies should choose according to their own size.
Leveraging external resources is currently the most mainstream mode for Chinese pharmaceutical companies to expand overseas, which is suitable for companies with limited resources and in need of international experience accumulation, but it also means that the company's voice will be weakened and the relative benefits of sharing will be limited.
Hong Kong stock concept tracking | Innovative drug policy released, medical companies will speed up improvement in the second half of the year (with concept stocks).
Recently, several domestic heavyweight innovative drugs have been approved, and heavyweight data has been successively announced by ASCO, ESMO, ADA, and EHA. The negotiation rules for payment-side medical insurance tend to be clear and mild, and the regulatory side promotes the industry around clinical value. Domestic new drugs have entered the 2.0 era.
Express News | Sinolink Securities: The third and fourth quarters will be a turning point for significant acceleration and improvement of pharmaceutical sector enterprises.
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