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中金:基金對醫藥業配置已降至非常低水平 核心公司吸引力逐漸顯現

CICC: The attractiveness of the fund to the pharmaceutical industry has fallen to a very low level

即市頭條 ·  Jan 11, 2022 11:50  · Opinions

According to the report released by CICC, in the past week, under the influence of the expectation of interest rate hikes in the United States and the repeated epidemic situation, the stock market as a whole has undergone a relatively large adjustment, especially in the core assets with higher valuations in the pharmaceutical industry and sub-industries such as CXO (R & D and production outsourcing services) and medical services. From the financial point of view, the bank believes that the allocation of industry-wide funds to the pharmaceutical industry has been reduced to a very low level; from the valuation level of the core companies, it has been reduced to the lower-middle level in the past three years, and the valuation attractiveness has gradually emerged.

The bank pointed out that although there is a short-term impact of the epidemic, the leading companies still maintain strong growth through strong management capabilities, actively assume the responsibility of fighting the epidemic in the epidemic, and further enhance the social reputation; it is suggested that active attention should be paid to it.$Earl ophthalmology (300015.SZ) $$Hagia Medical (06078.HK) $$General Strategy Medical (600763.SH) $Wait. As for the CXO (R & D and production outsourcing services) sector, it is currently in the stage of adjusting and digesting the valuation. CICC believes that the order situation from 2022 to 2023, which is expected to be disclosed at the time of 2021, as well as the 2022 capacity expansion plan will become a strong catalyst, the situation will be further clear that CXO is still a good configuration asset in 2022, and the allocation opportunity of the core target of the plate after the pullback is worth paying attention to.

CICC is bullish on Hong Kong stocks.$Wuxi Biologics (02269.HK) $$INNOVENT BIO (01801.HK) $$Conoya-B (02162.HK) $$Kangfang Bio-B (09926.HK) $$Rongchang Bio-B (09995.HK) $$Hagia Medical (06078.HK) $And$Angelalign Technology Inc. (06699.HK) $.

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