CITIC Securities held the "Global Consumer & Healthcare Joint Theme Forum 2025" in Shanghai from December 3 to 4. The forum centered on the consumer and pharmaceutical industries, featuring over 60 industry leaders from sectors such as IP, outdoor consumption, new food and dining, pet care, innovative drugs, and medical devices. Attendees included executives of listed companies, industry experts, and cultural scholars, who discussed cutting-edge trends and investment opportunities in these fields.
Zhu Yexin, Executive Committee Member of CITIC Securities and Head of Research, emphasized in his opening speech that amid profound global economic and technological changes, China is advancing along a high-quality development path. He highlighted that consumption and healthcare are pivotal to national welfare and key drivers for achieving the "15th Five-Year Plan" GDP targets. The consumer sector is transitioning from scale-driven to quality- and personalization-driven growth, fostering new business models that cater to the needs of 1.4 billion people and invigorate domestic circulation. Meanwhile, the healthcare industry is experiencing a golden era, propelled by breakthroughs in life sciences, precision medicine, digital health, innovative drugs, and smart elderly care—serving both as a cornerstone of public welfare and a strategic pillar for technological self-reliance. Zhu underscored that the synergy between consumption and healthcare will create mutual empowerment, and the forum aims to gather industry insights, identify trends, and translate structural opportunities into growth momentum.
The main forum featured keynote speeches and fireside chats by nine distinguished guests, including Jiang Nanchun, Founder and Chairman of Focus Media, on "How Brands Can Win in China’s New Decade"; Professor Ma Jun, Director of Harbin Institute of Hematology & Oncology, on "Current Status and Prospects of Cell Therapy for Hematologic Malignancies"; Li Dun, Chairman and CEO of United Imaging Intelligence, on "Innovation in Intelligent Diagnosis and Treatment Integration for High-End Medical Equipment"; Xie Xin, Executive Director of Sino Biopharmaceutical, on "Innovation-Driven Growth and Open Collaboration in China’s Biopharma Sector"; Zhu Yi, Chairman of BrightGene Bio-Medical, on "The Path from Innovation to Becoming a Global MNC"; Li Fengting, CEO of H&H Group, on "The New Wave of Anti-Aging Health: Science-Driven Blue Ocean Opportunities and Swisse’s Vision"; Li Shoujun, Chairman of Ruipeng Pet Healthcare, on "Pet Healthcare Industry Trends and Prospects"; and Roland Kelts, author and cultural scholar, on "IP Industry Opportunities Through the Lens of Global Pop Culture."
The event attracted over 260 listed companies for one-on-one discussions, with more than 550 corporate representatives and 2,000 registered investors and attendees. On the first day alone, 1,300 participants attended, reflecting strong market interest in consumer and healthcare investments.
The forum was structured into one main session and nine sub-forums covering IP, outdoor consumption, new food and dining, pet care, innovative medical devices, pharmaceuticals, and emerging healthcare trends. Over 60 speakers provided multi-dimensional industry analysis and investment perspectives. Interactive formats, including keynote speeches, panel discussions, and product showcases, offered an immersive research experience. Additionally, CITIC Securities International’s research team organized an overseas session, inviting global entrepreneurs, scholars, and analysts to share insights on Asia-Pacific consumption trends.
The forum was a closed-door event, and unauthorized dissemination of content is prohibited. The views expressed by speakers are their own and do not represent CITIC Securities’ stance. The information shared is for reference only and does not constitute investment advice. Investors should conduct independent analysis and bear their own risks. CITIC Securities disclaims liability for any losses arising from the use of this material.
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