Continued Fermentation of Pharmaceutical Quotes | Pharmaceutical Funds

According to the policy driven by the positive, the pharmaceutical sector market outbreak, more than a few months of medical funds rose in the forefront of the market, driven by the fund company layout of the enthusiasm of the pharmaceutical fund once again lit.

This year, the pharmaceutical sector performance was lagging behind other consumer stocks, but recently a series of policies, ignited the 'silence for a long time' pharmaceutical sector.As of last Friday, since October, CSI Shen million pharmaceutical bio-index rose 6.89% , In all industry index, or second only to the food and beverage and household appliances two index.Pharmaceutical industry fund net also gains among the top pharmaceutical companies, the Chinese medicine and health industry selection, the Sino-European health care mixed, the sea health health care Theme stocks and other funds since October rose 7%, in addition to 20 pharmaceutical funds rose more than 5%.

Part of the medical category new fund performance is particularly eye-catching, GF Healthcare stock was established in August 10 this year, set up less than 3 months time, the net worth has risen 9.72%, this month rose 7.12%. Perhaps because of Jiancang speed , The other two new medical category of the new fund is not obvious, was established in August 16 this year, Huatai Bairui biological medicine mixed since the month rose only 1.96% in mid-July this year, the establishment of the letter from the high-end medical stocks since the month Or 0.49%.

Reporters interviewed a number of fund managers pointed out that the recent performance of the pharmaceutical sector eye-catching, mainly by the policy and fundamentals double positive impact. Policy, October 8, the General Office of the CPC Central Committee, the State Council issued "on the review and approval system Reform encouraged drug medical instruments Innovative opinions "(hereinafter referred to as" opinions ") medicine Industry reform, to encourage innovation; fundamentals, the National Bureau of Statistics and the Ministry of Industry and the latest data show in 2017, the pharmaceutical industry profit growth, the third quarter more than Bacheng medical sector performance premeditated.

Medical fund issuance rhythm has also been accelerated, since October, a total of safe and Dahua medical health Mixed, rich and accurate medical mixed, Yinhua medical health quantitative optimization of the three funds are being issued.Many performance-leading pharmaceutical funds also increased in the major platform for the promotion of sustainable marketing efforts.There are fund companies revealed that in general the fourth quarter consumer stocks There will be a better performance, from the current perspective, liquor and other consumer stocks have a few waves of Quotes, by contrast, pharmaceutical funds are stagflation plate, is expected to get investors inflows.

Shanghai, a fund company investment director said that from the policy point of view, "opinions" is not too much good, individual pharmaceutical stocks fundamentals growth than expected, but the overall still in line with expectations, the pharmaceutical stocks are more reflected in the market The market in the cyclical stocks after the fall, the institutional investors at the end of the steady state of mind, the plate market is difficult to determine the sustainability.

Shanghai, another fund company investment director, said the pharmaceutical sector has always been a big Niugu place, from the current point of time and the new policy point of view, pharmaceutical companies more benefit from the leading companies.

Central European Medical and Health Fund Manager Gulan said that from the current point of view, the industry at the end of a year inventory, three years of policy at the end, in addition to innovation cycle and drug quality improvement cycle will run through the future long-term industry development, pharmaceutical industry or Will usher in 2 to 3 years of economic period, so the next 2 to 3 years have a larger configuration value.