Express News | Hong Kong stocks in the Biomedical sector are gaining strength again, with AKESO rising over 10%, Genscript Biotech increasing nearly 10%, ZAI LAB up more than 7%, and WUXI BIO and WUXI APPTEC both rising close to 5%.

BreakingsApr 23 09:42

Could tariffs in the USA lead to a shortage of Pharmaceuticals? The Industry warns that low-profit generic drugs are facing a production crisis.

The USA plans to impose additional tariffs on Pharmaceuticals, raising alarms in the generic drug Industry. Generic drugs account for 90% of the medication market in the USA, with thin profits and fierce competition; if tariffs are imposed, it could result in direct losses, leading some pharmaceutical companies to cease production and exit the market. Last year, the first quarter saw a record high in drug shortages in the USA, and the implementation of tariffs may exacerbate the supply crisis. India, as a major Global exporter of generic drugs, is likely to be hit hardest.

wallstreetcnApr 21 19:01

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 17 08:31

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 16 08:19

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 15 08:14

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 15 08:14