CITIC Construction Investment: Long-term optimism for innovative drugs and high-end medical devices; expansion of commercial health insurance may become a new engine for the pharmaceutical industry
Zhitong·
- CITIC Securities reports a positive long-term outlook for the innovative pharmaceutical and high-end medical sectors, driven by the expansion of commercial health insurance.
- The report highlights that the growth of diverse insurance products and improved payment channels will create new market opportunities for related companies, with the commercial health insurance market expected to exceed 1 trillion yuan by 2025.
- The firm emphasizes the importance of commercial health insurance as a key component of a multi-tiered medical security system, which will support the pharmaceutical industry amid increasing healthcare demands.
