According to the Securities Times app, many concept stocks in the CRO sector have risen. As of the time of writing, Wuxi Bio (02269) rose by 4.77% to HKD 12.64; Wuxi Apptec (02359) rose by 3.47% to HKD 50.75; Genscript Bio (01548) rose by 2.8% to HKD 11; Pharmaron (03759) rose by 1.18% to HKD 13.72.

A research report from Southwest Securities pointed out that the two interest rate cuts by the Federal Reserve this year may improve the primary investment and financing environment for the biomedical sector, with market liquidity expectations recovering. This will create valuation repair opportunities for the innovative drugs industry chain. Major CXO commercial orders for COVID-19 have been fully processed, awaiting geopolitical developments; sector valuations have fallen to historical lows, with individual stock valuations showing differentiation.

Zhongtai Securities stated that since 2024, overseas CPI monthly data has fluctuated, but overseas markets are expected to gradually enter a rate-cutting cycle. Expectations for improvement in investment and financing are likely to improve marginally. Some companies have already seen recovery in orders in the first three quarters. The bank predicts that integrated CRO/CDMO and domestic pre-clinical CRO companies with mainly overseas income may see valuation recovery opportunities. Due to significant impacts from domestic and foreign investment and financing environments, the CRO sector has been affected, but with gradual policy reinforcement domestically, the sector is expected to recover gradually. Continued attention to investment opportunities in clinical CROs.