Group 1 - The pharmaceutical sector is experiencing a general decline, with notable drops in stock prices for companies such as Genscript Biotech (down 11.02% to HKD 12.92), Sanofi (down 8.27% to HKD 8.32), and others [1] - Haitong International's research report indicates that the recent pullback in the pharmaceutical sector is primarily due to seasonal factors affecting liquidity, particularly the year-end accounting by southbound funds [1] - The report highlights a decreasing proportion of holdings in leading pharmaceutical stocks within the Hong Kong Stock Connect, such as Innovent Biologics and China National Pharmaceutical Group [1] Group 2 - Despite the short-term challenges, the report maintains a positive long-term outlook for the innovative drug industry chain, particularly for companies with strong fundamentals and successful overseas clinical progress [1] - The focus is on companies with strong earnings certainty in internet healthcare, CXO/research services, and leading biotech and pharmaceutical firms that have established external collaborations [1]
港股异动 | 医药股普遍下挫 歌礼制药-B(01672)跌超11% 圣诺医药-B(02257)跌超8%