In today’s briefing:
- China Healthcare Weekly (Jan.6) – Dental Implant VBP, “Long COVID” Effect, 2023 Is Better than 2022
China Healthcare Weekly (Jan.6) – Dental Implant VBP, “Long COVID” Effect, 2023 Is Better than 2022
- Centralized procurement of interprovincial dental implants would open the bid on Jan.11. Korean brands and European brands are all included. There is “no safe haven” for products with consumption attributes.
- In 2023, we are optimistic that China healthcare would gain more household expenditure in the “Long COVID” effect, thus generating excess returns under the logic of expanding domestic demand.
- 2023 should be better than 2022. There’re strong expectations but weak realities in 2023Q1-Q2, during which more trading opportunities occur. However, in Q3-Q4, investors may need to be careful.
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