0822 GMT - China's healthcare sector will likely get a significant boost from national policies in 1Q, Citi analysts write in a note. This year marks the start of the most positive structural change in the industry, as it will be the first time that China's public healthcare system is able to include commercial insurance providers as significant payers, they say. The brokerage recommends buying shares in companies that will be direct beneficiaries of the reform. These include pharmaceutical and biopharmaceutical firms, pharmaceutical distributors and medical device companies. Citi's top picks include Jiangsu Hengrui Medicine, Hansoh Pharmaceutical, SSY Group, Akeso, Sichuan Kelun-Biotech Biopharmaceutical, Mindray Medical, Sinopharm Group, WuXi AppTec, Wuxi Biologics and Gushengtang. (jiahui.huang@wsj.com; @ivy_jiahuihuang)
(END) Dow Jones Newswires
January 07, 2025 03:23 ET (08:23 GMT)
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