Accelerating recovery? In March, domestic Innovative Drugs investment and financing increased by about 50% year-on-year, and the Hong Kong Stock pharmaceutical Sector collectively surged.
① In March, domestic investment and financing for Innovative Drugs increased by approximately fifty percent year-on-year, how significant is the Bullish impact? ② The Hong Kong stock market's pharmaceutical Sector rose collectively, which stocks are attracting market attention?
FOSUN PHARMA: ANNUAL REPORT 2024
Earnings Preview: FOSUN PHARMA to Report Financial Results on April 29
Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.
① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?
Hong Kong stocks movement | HENLIUS (02696) rises again by over 9% as FOSUN PHARMA plans to increase its shareholding of HENLIUS by 3.87% for 0.517 billion HKD.
HENLIUS (02696) rose more than 9% again, as of the time of writing, it increased by 8.54%, reaching 36.85 Hong Kong dollars, with a transaction amount of 35.2823 million Hong Kong dollars.
After the unsuccessful privatization of HENLIUS, FOSUN PHARMA took action to increase its Shareholding. Is it continuing to send Bullish signals? | Quick read of the announcement.
① After the privatization failure last year, FOSUN PHARMA continues to signal its bullish outlook on HENLIUS, and today increased its shareholding in HENLIUS; ② HENLIUS had impressive performance last year, and recently has been actively releasing positive news.
Express News | Fosun International - Henlink Agreed to Sell 14.9 Mln Unlisted Shares of Henlius to Fosun Pharma Industrial at HKD24.6 per Share
FOSUN PHARMA (600196.SH): plans to increase its shareholding in a controlling subsidiary.
Gelonghui April 21st丨FOSUN PHARMA (600196.SH) announced that from April 11 to April 17, 2025, the company's holding subsidiary FOSUN PHARMA Industry signed transfer agreements with Shanghai Shanu, Wuxi Tongshan, Zhoushan Guoyun and HENLIUS respectively. FOSUN PHARMA Industry intends to acquire a total of 21,034,313 shares of non-listed stock of HENLIUS held by the sellers at a price of HKD 24.60 per share (approximately 3.87% of the total shares of HENLIUS as of the date of this announcement), with a total transfer payment of HKD 517,444,099.80 (or equivalent in RMB.
Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.
As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.
FOSUN PHARMA (02196.HK): A total of 4.3993 million A shares were repurchased from April 8 to 15.
Gelonghui, April 16 │ FOSUN PHARMA (02196.HK) announced that as of the close of trading on April 15, 2025, the company has cumulatively repurchased 6.0126 million shares of A-shares (approximately 0.2251% of the company's total share capital) for a total amount of approximately 144.5823 million yuan, with the highest price at 25.39 yuan/share and the lowest price at 23.41 yuan/share. Among them, from April 8 to April 15, 2025, the company repurchased a total of 4.3993 million shares of A-shares (approximately 0.1647% of the company's total share capital), with a cumulative repurchase amount of approximately 10.4 million yuan.
Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.
FOSUN PHARMA (02196.HK) plans to hold a Board of Directors meeting on April 29 to approve the first-quarter performance.
Gelonghui April 15th丨FOSUN PHARMA (02196.HK) announced that a Board of Directors meeting is scheduled for April 29, 2025 (Tuesday) to discuss and approve the first quarter results of the company and its subsidiaries for the three months ending March 31, 2025, and to publish them.
On April 15, FOSUN PHARMA (02196.HK) spent 15.53 million yuan to repurchase 0.6485 million A-shares.
Gelonghui April 15 report丨FOSUN PHARMA (02196.HK) announced that on April 15, 2025, it spent 15.53 million yuan to buy back 648,500 A shares, with a repurchase price of 23.85-224.01 yuan per share.
FOSUN PHARMA: DATE OF BOARD MEETING
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.
Tariffs Loom as US Investigates Drug and Chip Imports
Sinolink: Innovative Drugs will be the main growth line in the Pharmaceutical Sector, bringing investment opportunities for left-side sector stocks after the Q1 report.
The reversal of market conditions and improvement in performance after the quarterly report will also bring investment opportunities in individual stocks in sectors such as chain pharmacies, Medical Devices, CXO, generic drugs, Traditional Chinese Medicine, and Medical Services, and it is recommended to increase investment.
Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.
At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.
Prelude to increased tariffs? The Trump administration has initiated a Section 232 investigation into pharmaceuticals and Semiconductors.
① The USA government disclosed on Monday that it has launched an investigation into the impact of imported Pharmaceuticals and Semiconductors on National Security; ② This is widely seen as a prelude to imposing tariffs on prescription drugs and Semiconductors, and it could further escalate the trade war initiated by the USA.
Shanghai Fosun Pharmaceutical to Sell 55% Stake in Investment Firm