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The dual benefits of policy and going overseas have boosted Hong Kong stocks, especially in the pharmaceutical sector, with Beihai Kangcheng rising over 40%.
① The trade of Chinese innovative drugs going abroad has surged. Which companies are currently involved? ② After the valuation repair of the Hong Kong stock innovative drug Sector, which subfields are more sustainable?
The logic of "going abroad" helps strong innovative drugs become even stronger, while under geopolitical conflicts, pay attention to opportunities in safe-haven Assets such as oil and gas.
Track the entire lifecycle of the main Sector.
Highlights from the brokerage morning meeting: focus on low congestion and high odds directions.
At today's brokerage morning meeting, HTSC suggested focusing on low crowding and high payoff directions; Tianfeng stated a continuous focus on recommending innovative drugs; Sinolink pointed out a strong confidence in the wind power Sector with strengths externally and internally.
China Securities Co.,Ltd.: In the second half of the year, the A-share market is expected to gradually shift upward in its volatile center, poised for potential growth. Focus on innovative drugs and other areas.
China Securities Co., Ltd. released a research report stating that in the second half of 2025, driven by the trend of a weak dollar, supportive policies in the Capital Markets, and an overall improvement in the liquidity environment, the A-share market's fluctuation center is expected to gradually rise, gathering momentum for a takeoff.
WUXI APPTEC (02359) spent 59.9953 million yuan to repurchase 0.8824 million shares of A-shares on June 13.
WUXI APPTEC (02359) announced that it will spend 59.9953 million yuan to repurchase 8...
SWHY: In the second half of 2025, investment opportunities in Hong Kong stocks will continue to spread, with a focus on the Internet Technology and pharmaceutical sectors.
Growth diffusion - Hong Kong stock industry comparative investment strategy in the second half of 2025.