Hong Kong stocks are stronger, Hong Kong stocks technology ETF (513020) rose nearly 1.5%, and Rongchang biological rose exceeding 7%

Hong Kong stocks have stronger pharmaceuticals, Rongchang biology rose more than 7%, Kangfang biology rose more than 5%, Kim Siri biotechnology rose more than 4%, and Meituan rose more than 3.5%.Hong Kong stocks technology ETF (513020) rose nearly 1.5%, with a turnover of over 69 million yuan. In the past 20 days, net inflow exceeding 120 million yuan.

Shen Wanhongyuan Securities believes that the medical reform policy has continued to land, the scope of procurement of drugs and high -value consumables has continued to expand, and the normalization of medical insurance negotiations. From the drug review approval, payment, etc., it has continued to encourage R & D and innovation. Innovation and development capabilities have become the core driving force of the enterprise.In the context of medical insurance control fees, we are optimistic about head CXO companies, BIOTECH companies with innovative research and development capabilities, and specialized private medical service institutions.

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