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国金证券:年底集采预期陆续出清 医药板块行情有望逐步启动

Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.

Breakings ·  Dec 16, 2024 14:33

Sinolink released a Research Report stating that the Pharma Sector is currently undergoing a triple reversal in performance, policy, and funding, with full confidence in the recovery of revenue and profit growth rates for listed companies in the Pharma Sector by 2025 and a rebound in the sector's market. As concerns about centralized procurement and cost control are further alleviated, along with the continuous emergence of innovative results in domestic pharmaceuticals, the market for the Pharma Sector is expected to gradually start. Various policies supporting Innovative Drugs are being gradually implemented, and the innovative capabilities and growth potential of Chinese pharmaceutical companies have yet to be fully recognized by the Capital Markets. A bullish recommendation is made for domestic pharmaceutical innovation, especially in the Innovative Drugs and Generic Innovation Drugs tracks.

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