The pharmaceutical industry ushered in the 3.0 era | four main coil set 12 stocks
Pharmaceuticals December 12 hearing Yesterday, Shanghai and Shenzhen showed broad-based pattern, the major indices go high and go high, the center of gravity move all the way, the disk, the pharmaceutical stocks have been active, as of the close, the plate overall rose 2%.
Specifically, 219 pharmaceutical stocks rose yesterday, with four stocks such as Joli Pharmaceutical, Puli Pharmaceutical, Xintai Pharmaceutical and Huahai Pharmaceutical taking a strong daily limit. Pharmaceuticals and Technology (7.89%), Livzon Group (7.49% , China Pharmaceutical (6.97%), Anke Bio (6.12%), Haihong Holdings (6.11%), Hengrui Pharmaceutical (6.10%), Open Medical Services (5.99%), Taiji Group (5.48% Industry (5.43%), billion fan medicine (5.34%), Hisun Pharmaceutical (5.03%) and other stocks also rose more than 5%.
In terms of capital flow, Securities Market Research Center found that 118 pharmaceutical stocks showed a net inflow of large-cap funds in a total amount of 1.406 billion yuan, according to statistics on same-cash basis. Among them, 32 were large single-capital funds Inflow of over 10 million yuan, Hengrui medicine net inflow of large single capital, reaching 244,186,300 yuan, net inflow of large single capital Fosun Pharma is also more than 100 million yuan, reaching 177,773,800 yuan, in addition, Livzon Group (85,699,900 Yuan), Huahai Pharmaceutical (75,478,300 yuan), letter Litas (512,262,200 yuan), billion fan medicine (50,000,441,100 yuan) and other large single-net capital inflows are also more significant, both super 50 million yuan.
The pharmaceutical industry has become one of the most eye-catching targets in the current market due to its strong anti-risk ability, etc. In the past 30 days, a total of 80 pharmaceutical stocks were favored by institutions such as 'Buy' or 'Overweight', among which , Shanghai Pharmaceutical, Dong E Jiao, Tonghua Dongbao and other three stocks are optimistic about the number of institutions are more than 10 and above, respectively: 11, 11, 10, the United States Health (9), Yunnanbaiyao 8 of them), Xinhecheng (8), Diane Diagnostics (7), Xintai (6), Sinopharm Accord (6), Zhifei Bio (6) and Tasly (5) Also received the general approval of institutions, agencies optimistic about the number of rated home reached or exceeded five.
In fact, the layout of the pharmaceutical sector, some agencies have a look to the next year, CICC also said it is still the best time to invest in the pharmaceutical sector.
Guotai Junan Securities pointed out that focusing on next year's layout, accelerating the development of innovative drugs, generics generic appraisal landing approaching, the integration of retail and channels are all industries must go must also take the direction. 'Base' above the current selection of targets can be combined with the market value rationality, in particular, some subdivided areas of potential leading stock valuation has dropped to the lows of recent years.
In addition, Southwest Securities said that the pharmaceutical industry has usher in a new cycle of growth of about 8.5% for the pharmaceutical industry in 2015 and about 12% for 2017. The State Food and Drug Administration will accept overseas clinical data, clinical filing system and support Expanding clinical trials, speeding up drug trials and patent expansions will increase the strategic position of the drugstore innovation to a national level, so that medicine will enter a new era of 3.0 in 3.08 (innovative medicines will benefit more obviously) in 2018. Other consistency evaluations will enter the harvest period and the consumption will be upgraded And medical services (especially in the physical examination industry), the strategy of stock picking in the pharmaceutical industry maintained the rating of 'Outperform' in 2018 and the specific stock picking ideas: 1. The most notable beneficiaries of innovative drugs were the pharmaceuticals entering the 3.0 era. Swiss medicine, Changchun high-tech, Anke biological, concerned about Fosun Pharma 2. Consistency assessment into the harvest period, drug Supply-side structural reforms favor leading enterprise Key recommendation of the target: East China medicine , Focus on Shanghai Pharmaceutical, Xinhua Pharmaceutical, etc. 3. Consumer escalation and high-end consumer spending, promote the continued growth of brand demand for traditional Chinese medicine.Key recommendation: Pien Tze Huang, Yunnanbaiyao, donkey-hide gelatin, etc. 4. Medical reform policies to vigorously support the social medical treatment, private medical High-speed service heavy volume. Key recommendation of the subject: the United States of America health , Ireland Eye and so on.
