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中信建投:关注医药行业六个方向的投资机会

China Securities Co., Ltd.: Focus on six directions of investment opportunities in the pharmaceutical industry.

Breakings ·  Aug 9 08:36

China Securities Co., Ltd. research report pointed out that it is recommended to pay attention to six investment opportunities in the pharmaceutical sector: 1) Prescription drug performance continues to climb, driven by innovation and access, with intensive catalysis by 2024, bullish on innovative drugs and high-quality companies that combine innovation and imitation; 2) The medical device sector is expected to gradually recover its growth rate in the second half of this year; 3) The traditional Chinese medicine sector is expected to improve its growth rate in the second half of this year, bullish on industry leading enterprises; 4) State-owned enterprise reform has entered the fast lane, bullish on high-quality targets of state-owned enterprise reform; 5) Structural opportunities in the active pharmaceutical ingredient industry; 6) Bullish on leading innovative drug and medical device companies in overseas directions.

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