Group 1 - The 9th Asia-Pacific Biopharmaceutical Cooperation Summit will be held in Shanghai on August 28-29, 2025, with the theme "Global Collaborative Innovation, Diverse Open Cooperation" [1] - According to Industrial Securities, the innovative drug sector is expected to maintain its favorable outlook, with the trend of "innovation + internationalization" remaining a core direction for the pharmaceutical industry [1] - Policy support, enhanced global competitiveness, and the realization of commercial profitability are key factors driving the innovative drug sector [1] Group 2 - The innovative drug industry chain is showing signs of improvement in fundamentals, with overseas orders and performance beginning to recover [1] - Domestic business is expected to have a self-controllable logic, and there are signs of recovery in upstream performance [1] - In 2025, domestic demand is anticipated to rebound, particularly in the consumption medical field, including medical services, traditional Chinese medicine OTC, and chain pharmacies [1] Group 3 - The medical device sector is also expected to see improvements in 2025 [1]
行业会议将召开,机构称创新药板块景气度可持续
Sou Hu Cai Jing·2025-08-01 00:37