Group 1 - The core viewpoint of the article highlights the resurgence of the innovative drug sector, with significant stock price increases for companies like Weikang Pharmaceutical and Yuekang Pharmaceutical, indicating a positive market sentiment [1] - The pharmaceutical sector is experiencing a shift in policy attitudes, with optimization of centralized procurement rules, which is expected to benefit the industry [1] - After years of R&D investment, the pharmaceutical pipeline is entering a harvest phase, and there is an accelerating trend of overseas business development (BD) in the industry, showcasing the global competitiveness of China's innovative drugs [1] Group 2 - Zhongyin Securities suggests focusing on companies that are entering the realization or volume expansion phase, particularly those with overseas capabilities, such as Innovent Biologics, CanSino Biologics, and Eucure Biopharma [1] - The upcoming 2024 national medical insurance negotiations are anticipated to further impact the innovative drug field positively, creating opportunities for valuation reconstruction in the pharmaceutical sector [1]