Jiangyin International: Trump's increased tariffs on pharmaceuticals have limited impact on China's pharmaceutical industry, suggesting a focus on AKESO and others
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Jiangyin International released a research report stating that Trump's imposition of a 100% tariff on pharmaceuticals has limited impact on Chinese medicine, suggesting attention to AKESO, Kelun-Biotech, and Rongchang Bio, among others. The bank believes that the innovative drug and CXO sectors are minimally affected in the short term, but long-term attention should be paid to policy changes. Multiple catalysts are expected in the fourth quarter of 2025, including the ESMO conference and the results of medical insurance negotiations. For the medium to long term, it recommends 3SBio and Deking Pharmaceutical-B, among others
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