• Guotai Asset Management flagged a potential rebound in China innovation-drug and CXO shares, citing earnings beats as the key near-term catalyst.
• CDMO leaders lifted full-year revenue guidance to 585-605亿元 from 513-530亿元; continuing-operations growth raised to 35%-39% from 18%-22%.
• WuXi’s Tides segment and small-molecule D&M drove the upgrade; order growth signaled resilient client demand.
• Innovation-drug stocks rebounded in early August; the SSE STAR Innovation Drug Index rose over 8% on Friday, Hang Seng Biotech Index gained over 5%.
• Mid-term focus shifted to ESMO abstract readouts; SKB264’s expected US launch later this year seen as a longer-term earnings driver.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.