Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.

As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.

cls.cnApr 16 20:31 ET

Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.

In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.

cls.cnApr 15 20:19 ET

Market Chatter: Hutchmed Looking Into Supply Chain Options for Blood Cancer Drug Amid US Tariffs

MT NewswiresApr 15 06:40 ET

Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.

The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.

Zhitong FinanceApr 14 23:50 ET

Tariffs Loom as US Investigates Drug and Chip Imports

Business TodayApr 14 21:38 ET

Sinolink: Innovative Drugs will be the main growth line in the Pharmaceutical Sector, bringing investment opportunities for left-side sector stocks after the Q1 report.

The reversal of market conditions and improvement in performance after the quarterly report will also bring investment opportunities in individual stocks in sectors such as chain pharmacies, Medical Devices, CXO, generic drugs, Traditional Chinese Medicine, and Medical Services, and it is recommended to increase investment.

Zhitong FinanceApr 14 21:35 ET

Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.

At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.

cls.cnApr 14 20:14 ET

Prelude to increased tariffs? The Trump administration has initiated a Section 232 investigation into pharmaceuticals and Semiconductors.

① The USA government disclosed on Monday that it has launched an investigation into the impact of imported Pharmaceuticals and Semiconductors on National Security; ② This is widely seen as a prelude to imposing tariffs on prescription drugs and Semiconductors, and it could further escalate the trade war initiated by the USA.

cls.cnApr 14 20:14 ET

AI replacing animal experiments? A message from the FDA has left "monkey breeders" feeling devastated, and experts state that "we are still far from the stage of implementation."

① The news that the USA FDA has publicly stated it will gradually replace animal testing requirements has led to an increase in the stock prices of AI pharmaceutical companies, impacting traditional drug evaluation CRO companies; ② Some believe this action represents a trend in Industry development. However, others believe that it is far from being implementable.

cls.cnApr 11 07:59 ET

What is the impact on the domestic Pharmaceutical industry? Many listed companies respond to the USA's tariff on Pharmaceutical.

① Most surveyed listed Pharmaceutical companies are not panicking. Some companies state that if Pharmaceutical tariffs are implemented, they will raise prices to ensure product gross margin; ② Other companies mention that their products are difficult to substitute in the U.S. and are closely monitoring related developments; ③ Industry experts state that if Pharmaceutical tariffs are implemented, compared to Active Pharmaceutical Ingredients and generic drugs, Innovative Drugs may be the least impacted.

cls.cnApr 9 05:24 ET

China Securities Co.,Ltd.: It is recommended to focus on the new growth and integration opportunities in the Industry.

China Securities Co.,Ltd. remains bullish on high-quality Innovative Drugs companies in 2025 and actively focuses on cutting-edge technologies in pharmaceuticals and medical devices.

Zhitong FinanceApr 8 21:50 ET

6-K: Report of foreign private issuer (related to financial reporting)

SECApr 7 06:05 ET · Announcements

HUTCHMED Releases 2024 Annual Report and Announces Hybrid AGM

TipRanksApr 7 04:32 ET

HUTCHMED: 2024 Annual Report

HKEXApr 7 04:30 ET · Announcements

Hong Kong stocks fluctuate | Innovative Drugs Concept stocks fell sharply across the board as the USA prohibits access to the NIH core biomedical database for China. Institutions claim that Innovative Drugs are temporarily unaffected by tariffs.

Innovative Drugs Concept stocks have experienced a sharp decline. As of the time of publication, ANTENGENE-B (06996) fell by 28.31%, closing at 2.33 HKD; HBM HOLDINGS-B (02142) dropped 22.91%, closing at 5.82 HKD; Hutchmed (China) (00013) decreased by 18.37%, closing at 20 HKD; ASCLETIS-B (01672) fell by 18.15%, closing at 5.32 HKD; INNOVENT BIO (01801) dropped by 16.82%, closing at 41.8 HKD.

Zhitong FinanceApr 6 23:21 ET

[Brokerage Focus] The Pacific Securities gives Hutchmed (China) (00013) an initial 'Buy' rating, noting its core products are rapidly increasing in volume and have noticeably improved cost reduction and efficiency.

Jinwu Financial News | The Pacific Securities Research indicated that Hutchmed (China) (00013) will have a comprehensive revenue of 0.363 billion USD from its oncology/immunology business in 2024, with a comprehensive income from oncology products of 0.272 billion USD, representing a year-on-year growth of 65.35%, primarily due to the rapid market release of furmonertinib overseas. In 2024, domestic sales revenue of furmonertinib (Ai Youte) is expected to be 0.115 billion USD, with a year-on-year growth of 7%; overseas sales revenue of furmonertinib (Fruzaqla) is expected to be 0.291 billion USD, with a year-on-year increase of 1825%. The firm indicated that domestic sales revenue of savolitinib in 2024 will be 0.046 billion USD.

Jingwu Financial NewsApr 6 22:56 ET

Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.

① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.

cls.cnApr 6 21:01 ET

Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.

In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.

cls.cnApr 6 20:17 ET

Zhongtai: Innovative Drugs lead the market, pay attention to Q1 performance + policy catalysis.

In April, the pharmaceutical Sector is expected to continue its structural market trend, with Innovative Drugs as the main line and thematic opportunities rotating.

Zhitong FinanceApr 2 19:18 ET

Progress Software Posts Upbeat Results, Joins Microvast, PVH And Other Big Stocks Moving Higher On Tuesday

BenzingaApr 1 10:32 ET