抄底！中央汇金17.6亿重仓医药"双子星"，或将诞生下一个双成药业

Group 1 - Central Huijin has invested 1.76 billion yuan in the pharmaceutical sector, indicating a potential emergence of a new high-performing stock similar to Double-Creation Pharmaceutical [1] - The National Medical Products Administration has released a draft aimed at optimizing the regulatory framework for high-end medical devices, with a target for the pharmaceutical industry to exceed 2 trillion yuan by 2029, growing at a compound annual growth rate (CAGR) of over 12% [1] - The number of Chinese pharmaceutical companies certified by cGMP has surged by 87% year-on-year, highlighting a significant acceleration in internationalization [1] Group 2 - Two key pharmaceutical stocks identified as targets of Central Huijin's investment are Xinlitai, which has the world's first dual-indication antihypertensive drug, and a company recognized as a hidden champion in antibiotics with a strong product pipeline [3] - Xinlitai has eight clinical phase III projects and is collaborating with Huawei to build an AI drug development platform, reducing the drug development cycle by 40% [3] - The antibiotic company has a comprehensive supply chain for penicillin and cephalosporins, with a projected net profit increase of 2496.82% year-on-year in Q4 2024, reaching 127 million yuan [3]