AI replacing animal experiments? A message from the FDA has left "monkey breeders" feeling devastated, and experts state that "we are still far from the stage of implementation."
① The news that the USA FDA has publicly stated it will gradually replace animal testing requirements has led to an increase in the stock prices of AI pharmaceutical companies, impacting traditional drug evaluation CRO companies; ② Some believe this action represents a trend in Industry development. However, others believe that it is far from being implementable.
What is the impact on the domestic Pharmaceutical industry? Many listed companies respond to the USA's tariff on Pharmaceutical.
① Most surveyed listed Pharmaceutical companies are not panicking. Some companies state that if Pharmaceutical tariffs are implemented, they will raise prices to ensure product gross margin; ② Other companies mention that their products are difficult to substitute in the U.S. and are closely monitoring related developments; ③ Industry experts state that if Pharmaceutical tariffs are implemented, compared to Active Pharmaceutical Ingredients and generic drugs, Innovative Drugs may be the least impacted.
Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.
① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
Revealing the holdings direction of the "National Team" annual report! A list of stocks with increased Shareholding in Q4.
① With the annual reports of A-shares being released one after another, the latest Hold Positions of the "national team" (only Statistics China Securities Finance and Central Huijin) are also coming to light; ② Attached is the list of Shareholding A-shares by the national team for the fourth quarter of 2024 (attached table).
The entire pharmaceutical sector has surged sharply; what happened?
On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.