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.

Innovent Biologics Inc (1801.HK) - The Concerns and the Outlook

Shanghai Bio-Heart Biological Technology (2185.HK) - The Bubble Will Eventually Burst

Zhifei Biological Products (300122.CH) - More Downside Ahead, with Untenable Logic in HPV Vaccine

About the Recent Rebound in China Healthcare and the Future Direction (Updated Top Picks)

Taiwan Strait Dispute and China-US Tension: The Impact on China Healthcare

Russia-Ukraine War Episode 2 - The Balance Could Tilt Again and Its Impact on Healthcare Industry

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

Thematic (Sector/Industry)

United states Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<ul>
<li>To realize reunification of the motherland and great rejuvenation of the Chinese nation, China needs to have sufficient foundation- Some key industries would be prioritized in the great power game.</li>
<li>The 20th National Congress raised the strategic capability to the highest level, which is to ensure security and emphasize bottom-line thinking. “Innovation” should serve the big goal of national strategic needs. </li>
<li>Every major shift and political guidance of the industry means opportunities and challenges on a large scale. Investors are advised to change the thinking mode and expectation on China healthcare.</li>
</ul>


To realize reunification of the motherland and great rejuvenation of the Chinese nation, China needs to have sufficient foundation- Some key industries would be prioritized in the great power game.
The 20th National Congress raised the strategic capability to the highest level, which is to ensure security and emphasize bottom-line thinking. “Innovation” should serve the big goal of national strategic needs. 
Every major shift and political guidance of the industry means opportunities and challenges on a large scale. Investors are advised to change the thinking mode and expectation on China healthcare.


Interpretation of the 20th National Congress of the CPC and the Impact on China Healthcare