
Ophthalmology Medical Chain Institution
This article is sourced from: Zibenbang
Early in today's morning session, the Hong Kong-listed healthcare sector opened lower but moved higher, with C-MER Medical up 6%, New Horizon Health-B up 4.15%, and Simcere Pharmaceutical up 3%.
C-MER Medical (3309) announced the formal signing of a cooperation agreement to establish a joint venture in Hong Kong, China, which will engage in the design, production, and distribution of pediatric myopia control lenses, primarily featuring Orthokeratology Lenses (OK lenses). Following the establishment of the joint venture, registration applications for the OK lens products with the relevant drug regulatory authorities will be initiated as soon as possible, including conducting clinical trials and establishing a manufacturing base for the OK lens products in both Hong Kong and mainland China. Driven by this announcement, shares of C-MER Medical surged by 6%.
Against this backdrop, the Hang Seng Healthcare ETF (513060), a key investment vehicle for tapping into Hong Kong-listed healthcare equities, opened up 0.45% amid active trading.
Brokerage research reports indicate that factors such as the prior introduction of relevant policies have had a limited impact on healthcare stocks. Market confusion regarding healthcare policies has triggered an overreaction. Overall, healthcare system reform will continue to follow industry fundamentals and promote the orderly development of the sector. Therefore, as long as the core profitability drivers of pharmaceutical companies remain unchanged, valuations will still return to reasonable levels. Subsectors such as CXO, medical devices, innovative drugs, vaccines, retail pharmacies, and medical aesthetics all present significant investment opportunities.