Brokerage morning meeting highlights: Now is the right time for AI healthcare layout.

In today's Brokerage morning meeting, Sinolink proposed that the layout of AI in healthcare is timely; HTSC expressed a bullish outlook on the product upgrades and commercial breakthroughs of AI applications in China by 2025; China Securities Co.,Ltd. believes that the turning point in the IDC Industry is approaching, and a new cycle is expected to begin.

cls.cn08:26

Hong Kong stocks fluctuated | CRO Concept stocks continued to surge in the morning, WUXI BIO (02269) and TIGERMED (03347) both rose over 9%.

In the early session, CRO Concept stocks continued to rise. As of the time of writing, WUXI BIO (02269) is up 9.59%, priced at 22.85 HKD; TIGERMED (03347) is up 9.09%, priced at 31.2 HKD; GENSCRIPT BIO (01548) is up 7.22%, priced at 11.88 HKD.

Zhitong FinanceFeb 14 11:11

AI Medical may become the next investment hotspot, and HEC CJ PHARM (01558) relies on its first-mover advantage to open up a channel for valuation increase.

Guangdong Hec Technology Holding, through an AI-driven R&D paradigm upgrade, not only opens up new growth opportunities for itself but is also expected to provide a model for domestic Innovative Drugs companies to "change lanes and overtake." As the Hong Kong stock market increasingly explores AI application scenarios, this pharmaceutical company, which possesses core technology and clinical transformation capabilities, is likely to become a key player in capitalizing on the AI Medical era.

Zhitong FinanceFeb 11 14:01

The 2 billion sales potential new hepatitis C drug has been successfully launched, adding new coordinates to HEC CJ PHARM's value curve.

With the successful approval of the two drugs in the combination therapy of Amantadine Phosphate and Ecalasvir Tablets (formerly known as英强布韦), Guangdong Hec Technology Holding will become the only company in China with an independently developed full-genome hepatitis C combination.

Zhitong FinanceFeb 10 10:15

China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.

National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.

Zhitong FinanceJan 21 07:54

WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.

① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?

cls.cnJan 20 16:30

Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.

In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.

Zhitong FinanceJan 20 13:51

Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.

Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.

Zhitong FinanceJan 20 09:38

What does AI pharmaceuticals still lack before a market explosion? | Focus

① From the discovery of targets to the identification of preclinical candidate compounds, current generative AI mainly focuses on the early stages of drug development, which can lead to significant acceleration; ② If AI in drug development is to further expand the realm of possibilities, it must explore more profitable real-world applications.

cls.cnJan 20 08:34

The rush to buy the miracle flu medication is back, with sufficient supply from Kowe and HEC CJ PHARM (01558) receiving continuous inflow of southbound funds.

Guangdong Hec Technology Holding's strong integrated research, production, and sales advantages are its core intrinsic value, and are also one of the important reasons why the company's Stocks have been continually increased by Hong Kong Stock Connect funds.

Zhitong FinanceJan 13 18:16

National Medical Insurance Bureau: Expand payment channels for Innovative Drugs and guide benefit-oriented commercial health Insurance to include Innovative Drugs in the coverage responsibilities.

On January 9, 2024, the National Healthcare Security Administration held a symposium to support the development of Innovative Drugs, communicating with several pharmaceutical companies about the progress of Innovative Drugs and listening to their opinions and suggestions regarding support from the healthcare insurance department.

Zhitong FinanceJan 13 11:17

China Securities Co.,Ltd.: An outlook on the pharmaceutical Industry 2024 annual report.

In 2025, the Industry is expected to achieve moderate growth and overall move towards high-quality development.

Zhitong FinanceJan 13 09:37

Guoyuan Securities 2025 CSI SWS Health Care index investment strategy report: Bullish on innovation and overseas expansion, focusing on upward fundamental segmentation tracks.

The international expansion of the pharmaceutical industry remains an essential path for our country's pharmaceutical companies in the future, and companies with strong product capabilities and channel capabilities are expected to gain an advantage.

Zhitong FinanceJan 10 10:20

Hong Kong stock fluctuation | HEC CJ PHARM (01558) rises over 3% as multiple regions enter a high incidence period for influenza. The company is a major producer of Oseltamivir.

HEC CJ PHARM (01558) rose over 3%, as of the time of writing, up 3.26%, priced at 9.81 Hong Kong dollars, with a transaction volume of 29.1125 million Hong Kong dollars.

Zhitong FinanceJan 8 15:28

The sudden outbreak of H1N1 has ignited the sector against influenza, with HEC CJ PHARM (01558), holding the king of influenza, ready to take action.

Among the sample companies selling Oseltamivir formulations in the domestic market, HEC CJ PHARM's "Kewei" series products consistently maintain the top market share. As the influenza epidemic continues to escalate, HEC CJ PHARM's stock, being a key symbol in the Hong Kong stock market against Influenza, is also set to rise.

Zhitong FinanceJan 8 08:55

Hong Kong Stock Market Afternoon Review | All three major indices fell, with the Hang Seng Index down nearly 2%; Network Technology stocks declined, with Tencent down nearly 7% and Xiaomi down over 8%; some mineral stocks rose against the trend, with CGN

Network Technology stocks fell, with XIAOMI-W down 8.13% and TENCENT down 6.79%; Biotechnology stocks declined, with EVEREST MED-B down 6.35% and WUXI BIO down 4.22%; Shipping and Ports stocks weakened, with COSCO Shipping Holdings down 3.47% and CHINA MER PORT down 2.49%.

Futu NewsJan 7 12:23

Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.

Track the entire lifecycle of the main sector.

cls.cnJan 7 09:20

Hong Kong stocks closed (01.06) | The Hang Seng Index fell by 0.36% while Cryptos Concept stocks strengthened across the board. Consumer and Mainland Real Estate stocks generally declined.

After a slight rise at the opening of the Hong Kong stock market's three major Indexes, they fell. During the session, there was a brief surge, with the Hang Seng Index rising nearly 1%, but it soon retreated into decline, with the losses increasing in the afternoon.

Zhitong FinanceJan 6 16:34

Hong Kong stock market midday review | Hang Seng Index fell by 0.27%, and the stock prices of Against Influenza virus medications rose.

The high incidence of influenza has driven up the sales of medications such as Oseltamivir.

Zhitong FinanceJan 6 12:00

Hong Kong A shares fluctuate | Influenza Concept stocks are strong as the national influenza virus positivity rate continues to rise.

Gelonghui, January 6 | In terms of A-shares, Shandong Lukang Pharmaceutical has achieved a consecutive rise, Guangdong Zhongsheng Pharmaceutical has increased over 8%, and Shijiazhuang Yiling Pharmaceutical, Xiangxue Pharmaceutical, Zhejiang Hisun Pharmaceutical, Apeloa Pharmaceutical, and others are also rising; In the Hong Kong stock market, HEC CJ PHARM has risen over 5%, Shandong Xinhua Pharmaceutical has risen over 4%, Hutchmed (China) and Asymchem Laboratories have risen over 2%. In terms of news, the latest data from the China Center for Disease Control and Prevention shows that the positive rate of influenza viruses continues to rise, with the influenza virus positive rate 'jumping to first place', of which over 99% are type A influenza. Many places nationwide are urgently reminding about disease control. In addition, the Peking Center for Disease Control and Prevention has issued a statement on the recent infectious disease situation, emphasizing that respiratory infectious disease infections are on

Gelonghui FinanceJan 6 09:43