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Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
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%.
In April, the net inflow exceeded 180 billion Hong Kong dollars! Southbound funds continue to buy Hong Kong stocks, with Technology stocks being especially favored.
On April 22, the net Inflow of mainland southbound funds through the Stock Connect into the Hong Kong stock market exceeded 21 billion Hong Kong dollars. The net Buy amount since April has exceeded 180 billion Hong Kong dollars, and the net Buy amount this year has exceeded 620 billion Hong Kong dollars, far exceeding the same period last year.
After the unsuccessful privatization of HENLIUS, FOSUN PHARMA took action to increase its Shareholding. Is it continuing to send Bullish signals? | Quick read of the announcement.
① After the privatization failure last year, FOSUN PHARMA continues to signal its bullish outlook on HENLIUS, and today increased its shareholding in HENLIUS; ② HENLIUS had impressive performance last year, and recently has been actively releasing positive news.
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.