Group 1 - Pharmaceutical stocks in Hong Kong have shown strong performance, with notable gains from companies such as Akeso-B (up 23.18%), Clover Biopharma-B (up 22.09%), and others [1] - The overall performance of Hong Kong pharmaceutical companies in the first half of the year has been robust, with companies like Hengrui Medicine achieving record high revenues and profits, and Hansoh Pharmaceutical exceeding revenue expectations [1] - Upcoming major conferences, including the World Lung Cancer Conference (WCLC) and the European Society for Medical Oncology (ESMO), will showcase research results from innovative domestic drugs [1] Group 2 - Haitong International remains optimistic about Hong Kong pharmaceutical companies, citing strong cash flow, a rich R&D pipeline, and normalizing income from external licensing as key factors for continued benefits in the current wave of pharmaceutical value reassessment [2] - The recent slight pullback in the Hong Kong pharmaceutical sector is attributed to rapid capital rotation, with expectations of short-term fluctuations rather than long-term declines [2] - The long-term value reassessment logic remains unchanged, supported by the engineering dividend in the pharmaceutical industry and a promising innovative drug industry chain [2]
医药股再度走强 上半年药企业绩整体表现稳健 机构看好创新药长期向好逻辑
Zhi Tong Cai Jing·2025-09-01 06:26