Group 1 - The innovation drug sector has seen significant stock price increases this year, but many institutions believe there is still room for growth in the future [1][2] - Multiple brokerages are optimistic about the innovation drug market, citing ongoing policy support and the introduction of commercial insurance policies that could provide incremental payment opportunities [1] - The report from Guotai Junan Securities indicates that 2025 is expected to be a crucial year for domestic innovation drugs to expand internationally, with many companies transitioning from generic to innovative drugs over the past seven years [1] Group 2 - The valuation of A-share innovation drugs is relatively high but has not reached extreme levels, while Hong Kong-listed innovation drugs still have significant upside potential [2] - Continuous policy benefits and the international expansion of Chinese companies are expected to support the profitability of the innovation drug sector, with some companies showing signs of performance reversal [2]
部分创新药企将实现盈亏平衡 不少机构仍看好后市
Shen Zhen Shang Bao·2025-07-24 16:57