Most internet healthcare stocks posted gains during trading. As of press time, DINGDANG HEALTH (09886) surged 8.54% to HK$0.89; ALI HEALTH (00241) climbed 6.16% to HK$6.89; FANGZHOU JIANKE (06086) rose 4.55% to HK$4.76; and JD HEALTH (06618) advanced 3.09% to HK$65.
On the news front, according to the National Medical Products Administration's WeChat official account on September 8, to implement the "Administrative Measures for Online Drug Sales Supervision" and further enhance compliance awareness and capabilities of parties involved in online drug sales while regulating online prescription drug retail activities, the NMPA has drafted the "Compliance Guidelines for Online Prescription Drug Retail" and is now publicly soliciting opinions.
The guidelines stipulate that enterprises should legally fulfill their primary responsibility for drug safety and continuously improve drug quality and safety management systems as well as corporate compliance management systems. Companies must implement effective quality control measures throughout drug procurement, storage, sales, and transportation processes to ensure that sold drugs have legitimate sources and traceable circulation processes. Online drug retail enterprises must ensure that displayed drug information is authentic, accurate, and legal, based on drug package inserts approved by the State Council's drug regulatory department, and must not contain false content.
CITIC Securities previously noted that benefiting from policy optimization, commercial insurance promotion, and AI empowerment, the demand or performance recovery trend may continue throughout the year. The healthcare industry as a whole is expected to see improvements in revenue, profit, and cash flow. Revenue is expected to benefit from incremental commercial insurance payments, profits may benefit from optimized policies such as centralized procurement, and cash flow is expected to benefit from improved hospital collections, debt resolution payment support, and a bottoming recovery in the biopharmaceutical financing environment.
The firm recommends comprehensive attention to investment opportunities in the healthcare industry, suggesting that both performance and valuations may experience a double boost from an annual perspective, making the current period an opportune time for positioning.