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The trial for importing beef gallbladder has been opened, causing a significant drop in the prices of the most expensive Traditional Chinese Medicine materials.
① The National Medical Products Administration and the General Administration of Customs recently jointly announced a trial for beef bile from specific countries that meet standards for production in Chinese Patent Medicine. ② The price of natural beef bile (gall bile) has dropped from a peak of 1.8 million yuan per kilogram to 1.4 million to -1.45 million yuan per kilogram.
BAIYUNSHAN PH (00874.HK) held a Board of Directors meeting on April 29 to review and approve the first quarter performance.
Gelonghui reported on April 15 that BAIYUNSHAN PH (00874.HK) announced that a Board of Directors meeting is scheduled for April 29, 2025 (Tuesday) to review and approve the unaudited financial performance of the company and its subsidiaries for the three months ended March 31, 2025, and to address Other matters (if any).
BAIYUNSHAN PH: 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.
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.
Analysis of the holdings in Zhito Hong Kong Stock Connect | April 15.
Analysis of Hong Kong Stock Connect Holdings | April 14, 2025
Returns At Guangzhou Baiyunshan Pharmaceutical Holdings (HKG:874) Appear To Be Weighed Down