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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.
Humanwell Healthcare (600079.SH): Yichang Industrial Investment Group collectively controls 12.35% of the voting shares of the company.
On December 12, Gelonghui reported that Humanwell Healthcare (600079.SH) announced that this equity change involves a 5% or more non-first largest Shareholder, Yichang Chanto Holdings Group Co., Ltd. (referred to as "Yichang Chanto Group"), whose wholly-owned subsidiary is Yichang Chanto Industry Research and Development Co., Ltd. (referred to as "Industry Research Company"), signing the agreement with Xinshenglibao Private Equity Co., Ltd. (referred to as "Xinshenglibao"), CHINA CINDA Asset Management Co., Ltd. (referred to as "CHINA CINDA"), and Yichang Hi-tech Capital Investment Management Co., Ltd. (referred to as "Yichang Hi-tech Capital").
Express News | Humanwell Healthcare: Based on mid/long-chain fatty emulsion injection of Miso, obtained Pharmaceutical registration certificate.
Humanwell Healthcare (600079.SH): Director Wang Xuehai has cumulatively reduced his shareholding by 0.89 million shares of the company.
On December 10th, Gelonghui reported that humanwell healthcare (600079.SH) announced that as of the date of this announcement, the time range for the current shareholding plan has expired. Director Mr. Wang Xuehai has reduced his shareholding in the company by 890,000 shares, accounting for 0.05% of the company’s total share capital.
Sinolink Securities: The favorable wind of medical policies arrives first, followed by innovation going abroad and performance reversal.
In 2025, sinolink believes that the core investment opportunities in the pharmaceutical sector will revolve around three main logics: 1) Innovation going overseas; 2) Demand recovery; 3) Policy expectation reversal.
Express News | Humanwell Healthcare: The shares of 0.457 billion held by the controlling shareholder have been unblocked.