高盛：中国CDMO第二季度订单发展势头延续；医疗科技与服务板块更有可能在 2025 年下半年复苏
Goldman Sachs·2025-07-02 03:15
1 July 2025 | 3:48PM HKT China Healthcare Service & Devices CDMO 2Q order momentum continued; recovery for Medtech & Services more likely in 2H25 We hosted 54 China Healthcare companies in-person in Hong Kong (June 24-27), among which were CDMO/CRO (e.g., WuXi AppTec, Asymchem, Pharmaron, WuXi XDC, Tigermed, Genscript, Bora Pharma), MedTech (Weigao, AK Medical, Kangji, Angelalign, Jiangsu Yuyue, and Lepu), and Service names (Hygiea, Gushengtang, Jinxin, Aier). CRO/CDMO: Momentum continues; investor focus on ...