Ping An Securities: Focus on four investment themes in the pharmaceutical industry
On January 27th, Jinshi Data reported that Ping An Securities' research report suggested focusing on the main lines of "innovation," "going overseas," "equipment upgrades," and "consumption recovery" in the pharmaceutical sector. "Innovation" main line: Focus on innovative drugs with global competitiveness and categories with "large space" and "good pattern"; "Going overseas" main line: There may still be medium to long-term opportunities in overseas markets; "Equipment upgrades" main line: Central finance and local special bonds are expected to strengthen support for the upgrading of medical equipment; "Consumption recovery" main line: Under the influence of consumption-boosting policies, high-quality tracks such as ophthalmology, dentistry, and medical aesthetics, as well as related peripheral industries, are expected to recover