The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."

In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.

cls.cnDec 19 22:27

HAITONG SEC: The trend of moderate price reductions in the centralized procurement of Traditional Chinese Medicine varieties continues, and the domestic Pharmaceutical industry is expected to usher in a wave of mergers and acquisitions.

HAITONG SEC released a Research Report stating that the gentle trend of price reduction for Traditional Chinese Medicine varieties continues.

Zhitong FinanceDec 13 07:20

JBM HEALTHCARE: 2024/2025 Interim Report

HKEXDec 12 17:45 · Announcements

Express News | CITIC Construction Investment: Optimistic about investment opportunities in the pharmaceutical industry in 2025, focusing on new volume and industry integration opportunities

BreakingsDec 12 07:38

Market movements | Bullish market stimuli lift Hong Kong pharmaceutical stocks, with Genscript soaring more than 12% and wuxi bio rising nearly 5%.

① What bullish impacts does the medical insurance centralized procurement have on pharmaceutical companies? ② How do institutions view the subsequent development of pharmaceutical stocks?

cls.cnDec 3 11:15

How to adjust the new national medical insurance catalog? Here is the explanation.

1. The success rate is 76%, with an average decline of 63%. This year, the success rate and decline of negotiating/bidding pharmaceuticals are basically equivalent to previous years; 2. This year, the fund calculation will pay more attention to the impact on fund expenditure, while also enhancing the comprehensiveness and scientific nature of the calculation work; 3. This year's catalog adjustment places more emphasis on the actual clinical needs and patients' actual medication, highlighting support for true innovation.

cls.cnNov 28 21:54