---
title: "Ping An Securities: Focus on four investment themes in the pharmaceutical industry"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/226301291.md"
description: "Ping An Securities research report suggests focusing on four investment themes in the pharmaceutical industry: 1) Innovation, pay attention to innovative drugs with global competitiveness, such as Dongcheng Biochem and JIUDIAN PHARMACEUTICAL; 2) Going abroad, explore overseas market opportunities, focus on new industries and Mindray Medical; 3) Equipment upgrade, with central government support for medical equipment upgrades, focus on Mindray Medical and Kaili Medical; 4) Consumption recovery, influenced by policies, focus on Chengdu Bright Eye Hospital Group and TC Medical among other quality sectors"
datetime: "2025-01-27T01:14:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/226301291.md)
  - [en](https://longbridge.com/en/news/226301291.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/226301291.md)
generator: "portal-rs"
---

# 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

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**