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from a market perspective, the investment value of innovative drugs has increased significantly. the large r&d investment and long r&d cycle are the key to building core competitiveness for innovative pharmaceutical companies. in an environment of interest rate cuts, the cost of capital is reduced, and investors are more inclined to invest in areas with growth potential, which provides new development opportunities for innovative drugs.
during the u.s. interest rate cut cycle, r&d-intensive industries such as biomedical technology often benefit significantly, which is consistent with historical experience. in addition, the growing health needs in the context of an aging global population also provide broad growth space for the continued development of the innovative drug market.
however, the innovative drug industry is also facing challenges. r&d costs are high and financing is difficult. at the same time, factors such as geopolitical risks and economic downturns will also have an impact on innovative drug companies. these challenges require innovative drug companies to further consolidate their competitive advantages and continue to explore new market space.
the medical device market is also attracting attention
in addition to innovative drugs, the medical device market also shows remarkable investment value.
on the one hand, the government's support is increasing. on july 25, the national development and reform commission and other departments issued a notice on "several measures to support large-scale equipment updates and consumer goods trade-in", which comprehensively arranged about 300 billion yuan of ultra-long-term special treasury bonds to support large-scale equipment updates and consumer goods trade-in. medical equipment update projects will be implemented in the second half of the year. medical equipment trade-in is an integral part of the country's policy to promote equipment trade-in. as the projects are implemented in the second half of the year, it will bring substantial business growth to medical device companies.
on the other hand, as an important overseas market in the pharmaceutical industry, medical devices are also developing towards high-end. the performance of domestic medical device products is constantly improving, and the overseas revenue and profit margin of related listed companies are growing rapidly from low-end to high-end markets.
in the future, the continued development of innovative drugs and medical devices will bring new investment opportunities. with the promotion of national policies and the further growth of market demand, these areas will surely become investment hotspots.
