HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

China Healthcare Weekly (Nov.26)-Insulin VBP Results, Key Policy On Consumables & Digital Healthcare

Ovctek China Inc (300595.CH) - Better See Some Potential Risks Before Making Decisions

Moderna Inc (MRNA US) - Insights About the Performance in Front of Omicron

Hygeia Healthcare (6078.HK) 2021H1 - Efficient Expansion and Management Support the Positive Outlook

Eyebright Medical Technology (688050.CH) -The Impact Of Centralized Procurement and Business Outlook

Hygeia Healthcare Group (6078 HK) - Good Business Model with Large Market Potential

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>We reviewed the 2021 performance and summarized the 2022 outlook for China healthcare sector.</li>
<li>We listed the 2022 high conviction ideas and mainly analyzed the industry characteristics, the business, the core competitiveness, the forecast and the concerns of related companies.</li>
<li>Overall, there are still good investment opportunities in China healthcare industry in 2022.</li>
</ul>


We reviewed the 2021 performance and summarized the 2022 outlook for China healthcare sector.
We listed the 2022 high conviction ideas and mainly analyzed the industry characteristics, the business, the core competitiveness, the forecast and the concerns of related companies.
Overall, there are still good investment opportunities in China healthcare industry in 2022.


Shenzhen Mindray Bio-Medical Electronics (300760 CH)

2022 High Conviction (China Healthcare) - Seek the Relative Certainties Out of the Uncertainties