买入！新加坡政府投资公司、挪威央行、外资巨头集体出手！

Group 1 - Sovereign wealth funds from Singapore and Norway are increasingly investing in Chinese biopharmaceutical and pharmaceutical service companies, with significant acquisitions noted [1][2] - GIC has increased its stake in Andon Health Holdings to 6.37%, involving an investment of 511 million HKD, and has also raised its holding in Basilea Pharmaceutica to 5.49% with an investment of approximately 635 million HKD [2] - Norway's central bank has also been active, acquiring shares in Kelun Pharmaceutical, with total investments amounting to 99.12 million HKD, resulting in a holding of 14.71% [2][3] Group 2 - Point72, a hedge fund led by Steve Cohen, has increased its stake in Shanghai Junshi Biosciences to 5.04%, investing 20.37 million HKD [5] - Other foreign investment firms, such as Schroders, have also increased their holdings in Kelun Pharmaceutical, with an investment of 7.16 million HKD, raising their stake to 17.32% [3][6] Group 3 - A report indicates that global pharmaceutical giants are increasingly seeking innovative drug assets from Asia, particularly China, with a commitment of over 150 billion USD from 2020 to 2025 for acquiring such assets [7][8] - The value of licensing deals and R&D partnerships involving Chinese assets has surged, with projections indicating a growth from approximately 5 billion USD in 2020 to over 50 billion USD by 2024 [7][8] Group 4 - The Chinese biopharmaceutical sector has matured over the past decade, driven by significant investments and advancements in treatment capabilities and technology platforms [8][9] - Regulatory reforms in China, such as the acceleration of drug approval processes, have acted as catalysts for this growth, enhancing the attractiveness of Chinese clinical assets for global partnerships [8][9]