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GLOBAL RESEARCH ARCHIVE

Spotlight: China CXOs From cost savers to full-service global partners

Published: 2025-08-28Institution: HSBC Global Investment ResearchCompany / ticker: 603259.SS,603259.SS,2268.HK,2269.HK,300759.SZ,300759.SZPages: 30Original language: 英语

Research evidence excerpt

Equity Research Report

China Health Care

By: Linda Shu (S1700522120001)

August 2025

SPOTLIGHT

China CXOs

From cost savers to full-service

global partners

China’s CXO ecosystem is evolving from

low-cost execution to full-service global

partnerships in innovation

Catalysts: domestic drugs in global

trials and multi-year mandates from

multinationals for blockbuster products

The sector trades at a valuation

discount, yet the earnings visibility of

high-quality players remains intact

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