The pharmaceutical industry to meet the strategic opportunities | is expected to become a strong stock distribution center?

Pharmaceutical Network December 13 News December 11, 2017, a total of 219 pharmaceutical stocks rose between the two cities, both in the industry and the policy of good, pharmaceutical stocks is expected to become a strong stock distribution center.

As a leader in the nascent pharmaceutical market, China is still in a phase of rapid growth and is the only market in the world that is huge and continues to grow rapidly.

According to the daily survey data of the securities network, the total size of the pharmaceutical market in China as a whole reached 1,280.2 billion in 2014, an increase of 13.3% over 2013 and an average annual growth rate of 19% from 2009 to 2014. The forecast for the five years from 2016 to 2020 The overall growth rate of China's pharmaceutical market is around 7%.

In the meantime, in recent years, the policies of the pharmaceutical industry have been intensively implemented, the cost of health insurance control and control has been tightened, the system of grading medical treatment and treatment has been implemented, the doctors have been practicing more, medical instruments The reform of examination, examination and approval system and the accurate medical plan have been promulgated one after another to guide the industry to develop in a more efficient and rational direction and to bring a gust of reform to the pharmaceutical industry.

For example, the comprehensive coverage of medical insurance, the raising of funding levels and the implementation of serious illness and health insurance have given birth to the past golden years in the pharmaceutical industry. On July 22, 2015, a CFDA announcement on self-inspection and verification of clinical trial data "Directly on the 'thriving' CRO industry get on the ground down; October 18 this year, issued on the" deepen the review and approval system reform to encourage innovation in medical equipment, medical advice, "the" Opinion "mainly covers six Block content, including the reform of clinical trial management, to speed up listing review and approval, and promote drug innovation and generic drug development.

It is worth noting that at present, China is in the initial stage of population aging, and the proportion of the population aged over 65 in China surpasses 10% for the first time in 2015, and the trend will accelerate in the future. It is estimated that the drug for the elderly over 65 years of age is administered to young people 3.7 times the cost of the next 30 years from the demand side of view, China's pharmaceutical market will usher in explosive expansion.

Experts said that the aging population, favorable medical policy, people's health awareness and disease spectrum continue to expand, prompting a sustained growth in demand for medicine.At the same time, the "13th Five-Year" period will be the key period for the development of the pharmaceutical industry will also be the industry A promising strategic period.

At the end of the year, it was an important window period for the transfer of positions by institutions and an active period for institutional research. It is worth mentioning that the pharmaceutical sector is favored by institutions and has become a hot area of ​​research.

It is reported that December 5, Yixintang accepted the Galaxy International, a unified securities investment, Taishinjin control, Fubon Life, Qunyitouxin, Huaxin Securities joint research; Haichen ushered in Kaixi Bo, the Wells Fargo Fund , Wanzhou Fund, RWC and other institutions; Yunnanbaiyao, LG Health and other listed companies by state life, China Life Insurance, Zhejiang Insurance, the Yangtze Pension Insurance, the League of Nations Life Insurance, Xinhua Life Insurance and other agencies focus.

Specifically, first of all, 2017 is the year of development of Yixintang. From the northwest to the whole country, the company has become a well-known star in Yunnan enterprise , It is China drug One of the leading retailers in the retail industry.National direct sales stores across 5000, pharmacy Data show that the company achieved operating income of 5.602 billion yuan the first three quarters, an increase of 23.53%; net profit of 316 million yuan to achieve a return of home, an increase of 11.36%; non-net profit attributable to the parent deduction 3.09 Billion, an increase of 10.43%.

Second, as a general-purpose drug manufacturer, Haichen Pharmaceutical Co., Ltd. is not yet large in size as a whole. However, its products are numerous and well-structured, covering multiple treatments such as diuretics, digestive, antibiotics, immunomodulatory and bone and joint Areas, and are involved in market competition, and sales grew rapidly. Data show that the company from January to September 2017 net profit of 45.89 million yuan, an increase of 47%, of which net profit of 16.52 million yuan in July-September, an increase of 65%.

Finally, Yunnan Baiyao accelerated the construction of a large-scale health platform in an all-round way so that the business would form an effective support. In order to further improve its business operations, flexibility and operational efficiency, the Yunnan Baiyao Pharmaceutical Co., Ltd. further promoted its restructuring and reform, and gradually promoted the pace of resource integration and extension The data show that in the first three quarters of 2017, the company achieved operating income of 180.08 billion yuan, 2.605 billion yuan, 2.451 billion yuan, an increase of 10.56%, 10.39%, 7.76%, in line with market expectations.

In summary, medicine The positive changes in the industry policies have prompted the performance of pharmaceutical stocks to be enhanced, thus boosting the entire pharmaceutical sector. In the medium to long term, the agency is still optimistic about the pharmaceutical sector and considers it to be one of the sectors with the highest growth potential in the future. Mining investment opportunities, it is worth focusing on the configuration.