HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Akeso Biopharma (9926 HK) Placement - We Are Now at a Critical Point

Laopu Gold (6181.HK) - Gold Stocks Are Different from Gold Commodities

China TCM (570.HK) - Performance Is Expected to Rebound

Wuxi Biologics (2269 HK) 25H1 - Concerns Behind the Performance Rebound

China Healthcare Weekly (Nov.10)-Biotech Model Validation, CNPGC Need to Fulfill Commitment to Taiji

Chongqing Taiji Industry (Group) (600129 CH) - Investors Are Betting on the Merger with China TCM

China Healthcare Weekly (Aug.3)-Medical Device Valuation Repair,Deal on IBI363,WuXi AppTec Placement

Equity Bottom-Up

Chongqing Taiji Industry (Group) A / Equity Bottom-Up

Chongqing Taiji Industry (Group) A (600129 CH)

<ul>
<li>According to the disclosure in 25H1 report, CNPGC will still fulfill its commitment to resolving the issue of horizontal competition.So, the merger of China TCM and Taiji remains an option.</li>
<li>Although Taiji’s performance declined sharply in 25H1, the announcement of the stock repurchase indicates that the Company remains optimistic about its prospects and tries to protect the interests of shareholders.</li>
<li>There’s high possibility of performance recovery in 2026.In 2027, Taiji would enter a new round of growth. So, 2025 is the low point, which provides a good opportunity to buy.</li>
</ul>


According to the disclosure in 25H1 report, CNPGC will still fulfill its commitment to resolving the issue of horizontal competition.So, the merger of China TCM and Taiji remains an option.
Although Taiji’s performance declined sharply in 25H1, the announcement of the stock repurchase indicates that the Company remains optimistic about its prospects and tries to protect the interests of shareholders.
There’s high possibility of performance recovery in 2026.In 2027, Taiji would enter a new round of growth. So, 2025 is the low point, which provides a good opportunity to buy.


China Traditional Chinese Medicine (570 HK)

Chongqing Taiji Industry (Group) (600129.CH) 25H1- CNPGC Commits to Resolving Horizontal Competition