13 pharmaceutical stocks shareholders released | 'national team' | favor Shigekura super billion

As of October 24, Shanghai and Shenzhen 'national team' a total of 185 Awkwardness surfaced.

Judging from the holding market value, as of the day, 'national team' holding market value of more than 1 billion yuan Awkwardness total of 14.

Among them, the Ping An Bank (000001.SZ) to nearly 90 billion yuan in the first followed by Hengrui medicine (600,276.SH), the Treasury and the central Huijin held at the end of the market value of more than 6 billion yuan on the secondary market, Hengrui Pharmaceutical since the third quarter of this year, another high turnover of the stock, the certificate company has rallies to lighten up 9.36 % To holding 7394.8199 million shares, but the end of the holding market value than the end of the second quarter is still increased by 7.38% to 4.422 billion yuan, while the central margin positions remain unchanged.

In addition, from the 'national team' Awkwardness industry distribution point of view, as of the day, the pharmaceutical industry Awkwardness up to 13, the end of the total holding market value of 12.343 billion yuan.

For the 'national team' Shigekura pharmaceutical stocks this phenomenon, October 24, Ju Ze Investment Chairman Ma Cheng on the 21st century economic reporter said that from last year to this year, in addition to insurance, banking led by the big financial Continued higher, the consumer class of household appliances, wine plate performance is also a record high, but with the defense of the large consumption of the pharmaceutical sector is not too much increase, relatively compensatory growth demand.

As of October 20, the pharmaceutical industry as a whole valuation (TTM overall law, excluding negative) 40.10 times, relative to the Shanghai and Shenzhen 300PE premium rate of about 2.84 times, in the middle of the history of which, medical services (74.72 times) medical instruments (43.68 times), traditional Chinese medicine (31.98 times), and pharmaceutical business (28.03 times) were relatively low in valuation (60.62 times) and biological products (48.91 times)

Specifically, the surface of the 13 pharmaceutical Awkwardness, respectively, including North China Pharmaceutical, Baiyun Mountain, Kang Enbei, Hornsey Pharmaceutical, Hengrui Pharmaceutical, Jiangzhong Pharmaceutical, Zhejiang Pharmaceutical, Yabao Pharmaceutical, Li Tai, Hualan biological, Dongbao biological, Buddha Ci medicine.

As for the change in the position, the largest change in Awkwardness for the Baiyun Mountain as of the end of the third quarter of this year, the company's top ten outstanding shareholders, the 'national team' members to occupy four seats.

However, the secondary market, the Baiyun Mountain stock since October performance eye-catching as of October 24 closing, the company closed at 31.85 yuan, compared with the end of the third quarter closing price of 27.81 yuan rose 14.53%.

In this regard, Guohai Securities analyst Hu Bo new said that since October, the pharmaceutical sector strong performance, or in the forefront of the industry level. Hu Bo new that the attention of the pharmaceutical sector once again to enhance the main reason is that food and appliance plate from the Since the beginning of the year the weight has been a significant relative income, while the same consumption of the pharmaceutical sector is the overall increase after the valuation premium rate is relatively low in history.

In addition, the industry profit growth steadily, while the three quarterly results of listed companies notice the overall smooth, some growth stocks performance than expected.Therefore, in the pharmaceutical industry growth advantage is still outstanding circumstances, the industry as a whole valuation continues to improve the space The

After the day plate, Yiluo investment fund manager Ji Shuowen analysis that, from the disclosure of public data, the third quarter of this year 'national team' layout of the ideas and the second quarter is not very different, the logic behind the value of investment is still the main line , Medium and long term hold, the appropriate band operation.

In addition, the 'national team' layout stocks also have a certain common, basically the circulation plate is too large, underestimate the value, good performance, with good growth, listed companies in the industry with leading position or core competitiveness.

Statistics show that as of 24, in the 'national team' at the end of the cumulative market value of more than 1 billion yuan in the Awkwardness, in addition to Ping An Bank and Hengrui medicine, the remaining 12 Awkwardness, including China Airlines Capital, Yutong Bus, Commodity City, Baiyun Mountain, Shun Trust, Guanghui Energy, Changying Precision, Legislative News Precision, Wanhua Chemical, Oufei Guang, North China Pharmaceutical, universal money tide

In the report period, the first three quarters of 2017 the company achieved a total operating income of 8.937 billion yuan, an increase over the same period of last year, the third quarter of the year, 58.53%; owned by the net profit of 1.237 billion yuan, an increase of 48.88%.

Similarly, the third quarter of this year's performance recorded a significant increase in addition to the third quarter of this year, the company's first three quarters of operating income of 4.197 billion yuan, net profit of 2.825 billion yuan, respectively, year on year An increase of 19.40%, 22.27% in the top ten shareholders of tradable shares, the third quarter of the company holdings of 5268.36 million shares to 15803.48 million shares; Central Huijin third quarter holding company shares 4128.52 million shares, compared with the previous period The number of the year did not change in the reporting period, the 'national team' shareholding from the previous period of 5.87% to 7.98%.