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?
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?
Earnings Preview: JOINN to Report Financial Results on April 28
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.
Hong Kong stocks fluctuated | Pharmaceutical stocks generally declined as the Trump administration launched an investigation into pharmaceuticals, but Institutions remain Bullish on the growth potential of Innovative Drugs.
Pharmaceutical stocks generally fell. As of the time of writing, ASCLETIS-B (01672) dropped 12.64%, trading at 5.46 Hong Kong dollars; ALPHAMAB-B (09966) fell 7.74%, trading at 6.44 Hong Kong dollars; HBM HOLDINGS-B (02142) decreased by 7.31%, trading at 7.1 Hong Kong dollars.
Hong Kong stocks close | Under the shadow of tariffs, major indices performed unevenly. ZHOU HEI YA surged nearly 8%, leading the Consumer stocks to break through.
① How did Trump's tariff policy lead to a divergence in the Hong Kong stock market? ② Why does HTSC still recommend allocating to Hong Kong stock dividend direction despite tariff disruptions?
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.
Statistics on the changes in the proportion of Hong Kong Stock Connect on April 15.
Statistics on the changes in the proportion of Zhitong Hong Kong Stock Connect | April 14, 2025.
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.
Joinn Laboratories (06127.HK) subscribed to financial products worth 0.4 billion yuan.
Gelonghui April 14丨Joinn Laboratories (06127.HK) announced that on April 14, 2025, the group member companies subscribed through CITIC SEC and its subsidiaries for a total investment amount of 0.4 billion yuan in such CITIC SEC financial products, which have not yet matured as of the announcement date.
Joinn Laboratories (06127.HK) will hold a Board of Directors meeting on April 28 to approve the first quarter performance.
Gelonghui, April 14 | Joinn Laboratories (06127.HK) announced that a Board of Directors meeting will be held on April 28, 2025 (Monday) to consider and approve, including, the group's performance for the first quarter ended March 31, 2025, and its release.
Express News | Joinn Laboratories China - Member of Group Subscribed for CITIC Securities Financial Products of Outstanding Investment Amount RMB400 Mln
JOINN: DATE OF BOARD MEETING
Joinn Laboratories(China)Co.,Ltd.'s (SHSE:603127) Popularity With Investors Under Threat As Stock Sinks 26%
Joinn Laboratories (06127) may experience stock price fluctuations due to the USA FDA's proposal to cancel animal testing for monoclonal antibodies and other drugs.
Joinn Laboratories (06127) announced that the Board of Directors noticed unusual fluctuations in its share price recently.
Hong Kong stock market closing (04.11) | The Hang Seng Index rose by 1.13%, with strong performances in chips and Golden Industrial Concept stocks. BYD Company (01211) surged by 7%, leading the blue-chip stocks.
Today, Hong Kong stocks rebounded after reaching a bottom. Nearing noon, the three major Indices surged into the red, and the afternoon's gains further expanded, with the Hang Seng Technology Index once soaring over 3%, but then the gains narrowed.
Hong Kong stocks movement | Joinn Laboratories (06127) plummeted more than 16%, reported that the USA FDA plans to abandon the principle of animal testing.
Joinn Laboratories (06127) fell over 16%, as of the time of writing, down 16.27%, reported at 9.88 Hong Kong dollars, with a transaction volume of 87.3291 million Hong Kong dollars.