Wisdom Financial App learned that bocom intl issued a report giving the mainland pharmaceutical industry a 'leading' rating. It is reported that the catalog for the reporting of the tenth batch of nationally organized pharmaceutical centralized procurement has been released recently. According to the notification on the submission of the demand quantity of the tenth batch of nationally organized pharmaceutical centralized procurement varieties by medical institutions, there are a total of 263 specifications for the tenth batch of pharmaceuticals, involving 62 varieties, and it is planned to report quantities from October 18 to 28, with each province completing the quantity audit before November 1 and submitting it to the National Joint Procurement Office.

The bank stated that the document for the reporting of the tenth batch of nationally organized pharmaceutical centralized procurement shows that the threshold for this round of national procurement is historically high, with the highest proportion of injections, indicating that the competition may be exceptionally fierce. However, for most prescription drug companies, the number of major varieties involved is relatively small, and the impact may be limited. The bank recommends waiting for the final list of varieties. Recently, the pharmaceutical sector has experienced significant fluctuations in market investment sentiment. However, considering that the sector's valuation was already at historical lows, the bank believes there is still room for further recovery. The bank continues to focus on recommending short-term catalyst-rich, high-growth or break-even innovative drug symbols such as simcere pharma, hutchmed (china), wuji new fortune, canoae-b, and akeso, as well as suggesting to pay attention to privately-owned medical service and medical aesthetic symbols with strong consumer attributes, and small and medium-sized innovative drug companies with significant deviations between market cap and fundamentals. The rebound elasticity after improved liquidity will be considerable.

The bank continues to focus on recommending short-term catalyst-rich, high-growth or break-even innovative drug symbols such as simcere pharma, hutchmed (china), wuji new fortune, canoae-b, and akeso, as well as suggesting to pay attention to privately-owned medical service and medical aesthetic symbols with strong consumer attributes, and small and medium-sized innovative drug companies with significant deviations between market cap and fundamentals. The rebound elasticity after improved liquidity will be considerable.