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 Reopen - Opportunities and Challenges in China Healthcare

China Healthcare Weekly (Jun.17)- Digital Healthcare New Policy,mRNA Dilemma, Drug Supply Disruption

China Healthcare Weekly (Jun.24)-7th National VBP, Online Pharmacy New Policy, OK Lens Rules Relaxed

The Impact of America COMPETES Act on China Healthcare – Supply Chain Decoupling?

Russia-Ukraine War: The Impact on China Healthcare

Re-Examine the Outlook and Investment Strategy for China Biotech and CXO

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)

Zhejiang Hisun Pharmaceutical Co, Ltd. (600267 CH)

<ul>
<li>The energy/food crisis and the volatility of exchange rates due to Russia-Ukraine war will increase the cost of Chinese enterprises producing API, leading to API price hike expectation.</li>
<li>Inadequate API production in Europe would create huge demand, offering a good opportunity for Chinese API companies to achieve innovation, transformation, upgrading, and help international companies to realize capacity transfer.</li>
<li>The Indo-Pacific Economic Framework (IPEF)/Blinken’s speech/complex Sino-US relationship could weigh on bullish sentiment. The point is if you violate the laws of economics, it will bite you back.</li>
</ul>


The energy/food crisis and the volatility of exchange rates due to Russia-Ukraine war will increase the cost of Chinese enterprises producing API, leading to API price hike expectation.
Inadequate API production in Europe would create huge demand, offering a good opportunity for Chinese API companies to achieve innovation, transformation, upgrading, and help international companies to realize capacity transfer.
The Indo-Pacific Economic Framework (IPEF)/Blinken’s speech/complex Sino-US relationship could weigh on bullish sentiment. The point is if you violate the laws of economics, it will bite you back.


Zhejiang Huahai Pharmaceutical Co, Ltd. (600521 CH)

Geopolitical Conflicts and War: The Impact on China API Industry