The MSCI China Health Care Index has risen by 41.4% since the beginning of 2025, outperforming the MSCI China Index by 25.2%, CMBI released a research report saying.

In the short term, due to higher expectations for the frequency and scale of overseas transactions, the valuation of innovative drugs continued to climb, requiring a rational view on the share price growth potential.

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There are valuation revision opportunities in the consumer healthcare sector. Core preferred targets include GIANT BIOGENE (02367.HK)  +0.500 (+0.885%)    Short selling $36.35M; Ratio 11.210%   , GUSHENGTANG (02273.HK)  -0.050 (-0.139%)    Short selling $2.46M; Ratio 7.149%   and ANGELALIGN (06699.HK)  -3.000 (-5.450%)    Short selling $3.56M; Ratio 10.149%   .

The broker believed that, benefiting from strong product strength, GIANT BIOGENE's sales will gradually recover. The category expansion and brand expansion of GIANT BIOGENE will drive long-term results growth.

In terms of industry outlook, CMBI recommended buying 3 3SBIO (01530.HK)  -0.350 (-1.224%)    Short selling $59.79M; Ratio 12.049%   , GIANT BIOGENE, GUSHENGTANG, ANGELALIGN, BeOne Medicines (ONC.US)      and INNOVENT BIO (01801.HK)  +0.400 (+0.466%)    Short selling $114.29M; Ratio 16.500%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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