Changes in Hong Kong stocks | Pharmaceutical stocks showed a significant reversal, with a rise of more than 6%, and Sansheng Pharmaceutical (01530) by more than 5%

The Zhitong Finance App learned that pharmaceutical stocks clearly rebounded this morning, with CRO and innovative pharmaceuticals leading the way. As of press release, Gloria Wing (06821) rose 6.28% to HK$77; Pharmaceutical Biotech (02269) rose 6.11% to HK$34.72; Sansheng Pharmaceutical (01530) rose 5.04% to HK$26.68; and Nuocheng Jianhua (09969) rose 4.25% to HK$13.74.

According to the news, according to a recent report by brokerage China, in the early morning of December 18, Beijing time, the Senate's official website showed that the US FY2026 National Defense Authorization Act (2026 NDAA), equipped with a revised version of the Biosafety Act, was passed. The new version of the Biosafety Act does not specifically name any company. Some brokerage research institutes believe that the 2025 bill will be implemented in stages, and the industry will return to medium- to long-term incremental logic.

Societe Generale Securities believes that sentiment in the innovative drug sector has declined recently. As BD continues to be implemented, the bank believes that the current sector boom is sustainable, the “innovation+internationalization” innovative drug industry trend has not changed, and the flexibility of the innovative drug sector has further increased after short-term adjustments. At the same time, we can continue to focus on the innovative drug industry chain, where fundamentals have begun to improve. Currently, we are seeing positive trends in terms of investment and financing data, orders, and performance.