中国医疗-2026 年前瞻观点-助力中国企业出海的创新仍是核心主题-Our thoughts on year ahead 2026_ Innovation, that helps Chinese firms go overseas, remains the key theme
China healthcare Global Markets Research EQUITY: HEALTH CARE & PHARMACEUTICALS Our thoughts on year ahead 2026 Innovation, that helps Chinese firms go overseas, remains the key theme What is our take on recent sector softness? It is more sentimental than fundamental Over the past three months (early Sept to early Dec), the healthcare sector has lagged the broader market in terms of share price performance. We note that the CSI 300 Health Care index has declined 12% vs CSI 300 up 3%, while the MSCI China Hea ...