Sinolink Securities research reports pointed that the innovation drugs in high energy levels, supported by policies along the industry chain, will not only support and guarantee the innovation drugs sector, but also effectively eliminate market concerns about the pharmaceutical sector policies, creating a trend of valuation rebound. With the semi-annual report window approaching, reasonable expectations should be maintained to cope with the moderate recovery of second quarter performance, and the third and fourth quarters will be a turning point for significant acceleration and improvement of pharmaceutical sector enterprises. It is reasonable to believe that the pharmaceutical sector will experience an improvement trend in the third quarter, and the overall long-term adjustment of the pharmaceutical sector for more than three years is expected to reverse. Key layout: 1. Innovative drugs with high medicinal device varieties enjoy the benefits of innovative support policies; 2. Hospital inventory drug demand will recover in the third quarter.
国金证券：三季度到四季度将是医药板块企业明显提速改善的拐点
Sinolink Securities: The third and fourth quarters will be a turning point for significant acceleration and improvement of pharmaceutical sector enterprises.
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