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

Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.

The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.

Zhitong FinanceDec 16 14:21

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

Express News | The tenth batch of national centralized procurement will open bids in Shanghai tomorrow: involving 62 varieties, with strict measures to prevent companies from colluding and manipulating the bidding.

BreakingsDec 11 17:13

Is the bearish impact fading? Hong Kong stocks in the pharmaceutical sector are collectively strengthening, with wuxi bio rising over 9% and wuxi apptec rising over 7%.

① How much impact did the biological safety legislation have on domestic pharmaceutical stocks previously? ② How do industry insiders view the subsequent development of the biological legislation?

cls.cnDec 9 10:56

Hong Kong stock concept tracking | The biocontrol bill was not included in the latest version of NDAA. Institutions are bullish on the bottom opportunities in the CXO sector (with concept stocks attached).

On December 7, 2024, local time in the USA, the US Congressional Armed Services Committees in both the House and the Senate released the final agreement text of the 2025 National Defense Authorization Act (NDAA), which incorporates proposals from both chambers.

Zhitong FinanceDec 9 09:29