SINOPHARM (01099.HK) has been increased in shareholding by CITIC Securities Company Limited with 0.2312 million shares listed in Hong Kong, valued at approximately 5.0071 million Hong Kong dollars.
On December 30, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on December 30, CITIC Securities Company Limited increased its shareholding in SINOPHARM (01099.HK) by 231,200 shares of Listed in Hong Kong at an average price of HK$21.6569 per share on December 23, valued at approximately HK$5.0071 million. After the shareholding increase, CITIC Securities Company Limited's latest number of shares held is 0.121 billion shares, and the good warehouse ratio rose from 8.99% to 9.00%. Supplementary information: rights.
How is the quality and supply of Pharmaceuticals guaranteed? The National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals.
On December 26, 2024, the National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals, inviting representatives from the National Medical Products Administration, selected Pharmaceutical enterprises, and research Institutions to communicate and exchange views on recent societal concerns regarding quality assurance of centrally procured Pharmaceuticals and innovative development in the Industry, and to listen to opinions and suggestions.
Express News | Guangzhou Kingmed Diagnostics Group and Chenxi Health completed the Trade of breast cancer detection data products.
Express News | State Council meeting: Deploy measures to deepen the reform of Pharmaceutical and medical instruments regulatory system to promote high-quality development of the pharmaceutical industry.
Express News | SINOPHARM and SINO BIOPHARM signed a deep global strategy cooperation agreement.
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.
UBS Group: The price reduction of the tenth round of collective procurement of Pharmaceuticals exceeded expectations, showing a cautious attitude towards the China generic drug market.
UBS Group released a research report stating that the tenth batch of national Pharmaceutical procurement in the mainland involves 62 types of Pharmaceuticals, with 385 products eligible for selection. Although the government has not disclosed the price reduction situation, according to Statistics, this time the reduction exceeds expectations, reaching 80% to 96%, and it is believed to be the largest reduction in history. The results of the Pharmaceutical procurement will be comprehensively implemented nationwide starting from April next year and will remain effective until the end of 2027. Overall, UBS Group believes that the results of the tenth batch of national Pharmaceutical procurement reflect China's tightening of the basic Medical Insurance Fund, and the government has also increased support for new drugs. Looking ahead, the bank holds a cautious attitude towards the prospects of China's generic drug market, and also anticipates.
Lakeside Signs $1.5 Million Sales Agreement With Sinopharm Group Subsidiary
SINOPHARM (01099.HK) received an increase of 2.8136 million shares of its H shares from CITIC Securities Company Limited, valued at approximately 59.7977 million Hong Kong dollars.
On December 16, it was reported that according to the documents disclosed by the Hong Kong Stock Exchange on December 16, CITIC Securities Company Limited increased its shareholding in SINOPHARM (01099.HK) by 2.8136 million shares Listed in Hong Kong at an average price of 21.2531 HKD per share on December 11, valued at approximately 59.7977 million HKD. After the increase, CITIC Securities Company Limited's latest shareholding is 0.109 billion shares, and the proportion of good warehouse has risen from 7.95% to 8.16%. Supplementary capital
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.
SINOPHARM (01099.HK) had a shareholding increase of 2.8236 million shares listed in Hong Kong by CITIC SEC Asset Management Co., Ltd. and its affiliates, valued at approximately 60.0103 million Hong Kong dollars.
On December 12, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on December 12, CITIC SEC Asset Management Co., Ltd. increased its shareholding in SINOPHARM by acquiring 2.8236 million shares of Listed in Hong Kong at an average price of 21.2531 HKD per share on December 11, valued at approximately 60.0103 million HKD. After the increase, CITIC SEC Asset Management Co., Ltd. has a total of 0.108 billion shares, with the proportion of good positions rising from 7.86% to 8.07%. This Trade involves Other related parties: CITIC SEC - Yunfan Single Asset Management Plan. Supplementary information: The equity belongs to CITIC SEC Asset Management.
Analysts Offer Insights on Healthcare Companies: BioLife Solutions (BLFS) and Sinopharm Group Co (OtherSHTDF)
The tenth batch of Pharmaceutical centralized procurement in the mainland is about to begin bidding, with 62 types of Pharmaceuticals included in the national procurement.
The national Pharmaceutical procurement declaration information public conference will be held today (12th) in Shanghai, signaling the upcoming opening of bids for the tenth national Pharmaceutical concentrated procurement. This national procurement includes 62 types of Pharmaceuticals. Since the pilot for concentrated Pharmaceutical procurement launched in 2018 in four direct-controlled municipalities and seven sub-provincial cities, the process has gradually normalized. In recent years, it has generally occurred twice a year, while the tenth batch of procurement is the only national procurement for 2024. This national procurement includes 62 types of Pharmaceuticals, covering various disease areas such as cardiovascular and cerebrovascular, digestive, tumors, and metabolism, with more than half being injections sold through Hospital channels. The procurement cycle for each variety is determined by the selection results.
Express News | CITIC Construction Investment: Optimistic about investment opportunities in the pharmaceutical industry in 2025, focusing on new volume and industry integration opportunities
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.
John Lee Ka-chiu: The long-term goal is to establish the Hong Kong Drug Administration to jointly leverage the advantages of clinical trials with the Mainland.
During an interview with RTHK, Chief Executive John Lee Ka-chiu stated that the long-term goal of the authorities is to have its own drug regulatory agency that can approve medicines and medical devices. To achieve this goal, it is necessary to establish an office to prepare, including the need to join international organizations and strengthen clinical research. John Lee mentioned that Hong Kong and the mainland can jointly leverage advantages in clinical trials, including utilizing mainland data, such as patient databases from the 1.4 billion population or nearly 80 million people in the Greater Bay Area. When top-tier clinical trials can be conducted, pharmaceutical companies can be attracted to Hong Kong, increasing the city's competitiveness and business opportunities.
Shanghai: Accelerate the merger of csi all share investment banking & and establish a 10 billion yuan biomedical industry merger fund.
Shanghai issued the "Action Plan for Supporting Listed Companies in Mergers and Acquisitions (2025-2027)" which proposes to accelerate the merger of csi all share investment banking & and create a first-class investment bank. It will guide investment banks to form comprehensive service teams for mergers and acquisitions, and regularly organize training for intermediaries such as investment banks, accounting firms, law firms, and institutions that conduct asset evaluations to enhance their industry control capabilities and professional services for mergers and acquisitions. The action plan also suggests making good use of the foreign direct investment (ODI) filing mechanism for key areas' cross-border merger projects to facilitate listed companies acquiring high-quality overseas assets. Introducing market-oriented merger funds for professional tracks.
Sinopharm (01099.HK) received an increase in shareholding of 1.61 million ordinary shares from CITIC Securities Company Limited, valued at approximately 33.6089 million Hong Kong dollars.
On December 9, it was reported that according to the documents disclosed by the Hong Kong Stock Exchange on December 9, CITIC Securities Company Limited increased its shareholding of $sinopharm (01099.HK) by 1.61 million ordinary shares at an average price of HKD 20.8751 per share on December 4, valued at approximately HKD 33.6089 million. After the increase, the latest number of shares held by CITIC Securities Company Limited is 95.3028 million shares, with the shareholding ratio rising from 6.98% to 7.10%. Additional information.
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?
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.