今日观察！A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.

开源证券研报：和黄医药(00013)强势布局实体瘤领域，全球收获期指日可待

北京 - 2024年6月18日 - 备受关注的生物医药企业和黄医药(00013)近期获得开源证券“买入”评级，该机构研报表示，看好公司在实体瘤领域强劲的研发实力和广阔的市场前景，认为公司正迎来全球收获期。

和黄医药是一家专注于肿瘤领域的创新型生物医药公司，拥有全球领先的实体瘤管线布局。公司核心产品管线涵盖了多种实体瘤瘤种，包括非小细胞肺癌、胃癌、结直肠癌、肝癌、卵巢癌等，其中多款产品已处于临床晚期或即将进入临床阶段，有望为患者带来新的治疗选择。

开源证券研报指出，和黄医药在实体瘤领域拥有多项核心竞争优势：

• **领先的研发实力：**公司拥有一支经验丰富的研发团队，在肿瘤生物学、药物化学、临床研究等领域拥有深厚的积累。公司构建了高效的研发体系，并与国内外顶尖科研机构和医院建立了密切的合作关系，为持续创新奠定了坚实的基础。
• **丰富的产品管线：**公司拥有10余款实体瘤候选药物，其中多款产品具有全球首创或First-in-Class/Best-in-Class潜质，为公司未来的增长提供了强劲的动力。
• **国际化的临床开发：**公司积极推进产品国际化临床开发，多款产品已在美国、欧洲、日本等国家和地区开展临床试验，为全球化布局奠定了基础。

开源证券预计，和黄医药未来几年将迎来多款产品的商业化落地，有望实现业绩的快速增长。研报预计，公司2024年、2025年和2026年的营收分别为20亿元、50亿元和100亿元。

结语：

和黄医药作为实体瘤领域的领先企业，拥有强大的研发实力、丰富的产品管线和国际化的临床开发能力，正迎来全球收获期。公司未来发展值得期待。