Changes in Hong Kong stocks | Pharmaceutical stocks are generally falling, and the Trump administration is still optimistic about the room for growth of innovative drugs to launch an investigation into pharmaceuticals

The Zhitong Finance App learned that pharmaceutical stocks generally declined. As of press release, Goli Pharmaceutical-B (01672) fell 12.64% to HK$5.46; Corning Jerry Pharmaceutical-B (09966) fell 7.74% to HK$6.44; Hebo Pharmaceutical-B (02142) fell 7.31% to HK$7.1; Zhaoyan Pharmaceutical (06127) fell 5.49% to HK$9.64; Junshi Biotech (01877) fell 5.15% to HK$14.36.

According to the news, the US government revealed on Monday that it has initiated an investigation into the impact of imported drugs and semiconductors on national security. This is widely regarded as a prelude to imposing tariffs on prescription drugs and semiconductors, and may further escalate the trade war initiated by the US. According to the law, the Secretary of Commerce is required to submit the investigation results within 270 days, but US President Trump and other officials have indicated that these efforts may end sooner. According to a recent research report by Guojin Securities, the pharmaceutical sector experienced a relatively clear correction due to changes in the international tariff environment and fluctuations in geographical expectations. However, the bank believes that the pharmaceutical sector also has good resilience and growth and attack capabilities. The actual geopolitical and tariff risks of the innovative drug sector are very low. It will still be the main growth line for the pharmaceutical sector, and it will continue to be optimistic about the growth space for Hong Kong stocks and A-share innovative drug brands.