港股创新药概念拉升走强恒瑞医药涨超6%特朗普推迟药品关税以就药品价格作协商

Core Viewpoint - The Hong Kong stock market for innovative drug concepts has strengthened, with significant gains in various pharmaceutical companies following the postponement of drug tariffs by the Trump administration [1] Group 1: Market Performance - Companies such as Kelun-Biotech and Gilead Sciences saw their stock prices rise over 8% - Hengrui Medicine increased by over 6% - Companies like Tongyuan Kang Pharmaceutical and Xiansheng Pharmaceutical rose over 5% - Hansoh Pharmaceutical and Innovent Biologics gained over 4% - Companies such as Sihuan Pharmaceutical, Fuxing Pharmaceutical, Shiyao Group, and 3SBio increased by over 3% [1] Group 2: Regulatory Environment - President Trump had previously threatened to impose three-digit tariffs on drug imports starting Wednesday, but the White House indicated that these tariffs may not need to be implemented [1] Group 3: Industry Insights - Pacific Securities released a research report suggesting that attention should be paid to several factors: 1) Changes in Federal Reserve interest rate policies 2) Marginal changes in investment and financing 3) Gradual recovery of overseas demand 4) Sino-US relations and geopolitical factors 5) Class B medical insurance directory and commercial insurance [1]