Zhaojin International remains bullish on Mindray Medical, United Imaging, Innovent Bio (01801), Beigene (06160), Gushengtang (02273), Kelunboro (06990), and Juzi Bio (02367).
According to the intelligence of the Finance App, Zhaojin International released a research report stating that from the beginning of the year to the present, MSCI China Medical Index has fallen by 24.3%, underperforming MSCI China Index's 27.9%; Recently, the mainland pharmaceutical industry has shown a rebound trend. The bank remains bullish on leading medical equipment, innovative drugs, and high-growth consumer medical stocks.
The bank said that it is optimistic about the rebound in the pharmaceutical industry, mainly due to the effective stimulation of procurement demand by the policy of updating medical equipment and the imminent implementation of policies to support innovative drugs and equipment; going abroad will provide growth momentum, and overseas markets for innovative medical equipment will grow rapidly, and the authorization for overseas transactions of innovative drugs is expected to continue to be implemented; GLP-1, ADC, and other long-term investment opportunities. The bank continues to be bullish on Mindray Medical, United Imaging, Innovent Bio (01801), Beigene (06160), Gushengtang (02273), Kelunboro (06990), and Juzi Bio (02367).