-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
[Pharmaceutical Network Market Analysis] In recent years, favorable policies for the traditional Chinese medicine industry have been issued frequently, including a series of policies such as the "Guiding Opinions on Medical Insurance Supporting the Inheritance and Innovation of Traditional Chinese Medicine" and "The Fourteenth Five-Year Plan for the Development of Traditional Chinese Medicin.
Starting from talent training, medical insurance payment, review and approval, and encouraging innovation, it not only points the direction for the development of the industry, but also brings many benefi.
First of all, the market is rapidly expandi.
According to data, the scale of China's traditional Chinese medicine manufacturing market will be 77 billion yuan in 2020, and will reach 73 billion yuan in 202 It is expected to approach 80 billion yuan in 202In addition, the performance of related pharmaceutical companies has also continued to gr.
On August 1, Kangyuan Pharmaceutical released its 2022 semi-annual repo.
During the reporting period, the company achieved revenue of 097 billion yuan, a year-on-year increase of 154%; net profit attributable to shareholders of the listed company was 211 million yuan, a year-on-year increase of 33
On July 18, Pien Tze Huang released the 2022 semi-annual performance repo.
It is estimated that the total operating income in the first half of this year will be about 4 billion yuan, a year-on-year increase of 191%; the net profit attributable to shareholders of listed companies is about 3 billion yuan, a year-on-year increase of 18
On July 14, Dong'e Ejiao released an announcement on the pre-increase of its performance in the first half of 202 It is expected to achieve a net profit of 270 million to 340 million yuan, with a year-on-year increase of 800% to 1200% in net prof.
It is worth noting that the industry as a whole continues to Under the positive development, the traditional Chinese medicine sector has also significantly outperformed the pharmaceutical sector in the past year and a half, with a cumulative increase of over 26% (data source: WIND, data from January 1, 2021 to June 30, 202
As the second half of the year kicks off, is the traditional Chinese medicine sector still worth watching? In this regard, industry insiders believe that from the perspective of industrial structure and capital market, the investment value of the traditional Chinese medicine sector will become increasingly promine.
Especially under the influence of favorable policies, the traditional Chinese medicine sector will also have "performance elasticity" that is rarely seen in the mark.
It is understood that Xiangcai Securities pointed out that many provinces have recently introduced favorable policies for traditional Chinese medicine, and the traditional Chinese medicine industry is expected to usher in a policy dividend peri.
Guohai Securities analysts also pointed out that the traditional Chinese medicine industry has risen to a national strategic lev.
In March this year, the "14th Five-Year Plan" for the Development of Traditional Chinese Medicine was officially releas.
The continuous refinement of the Chinese medicine industry is also promoting the standardization and high-quality development of the traditional Chinese medicine indust.
In addition, the reform of traditional Chinese medicine registration management, the strengthening of intellectual property protection of traditional Chinese medicine, and the gradual expansion of the scope of centralized procurement of traditional Chinese medicine will force the traditional Chinese medicine industry to develop in the direction of innovati.
In addition, Southwest Securities also stated in the research report that during the reporting period, the "14th Five-Year Plan" for the development of traditional Chinese medicine pointed out the future development path of traditional Chinese medicine in terms of industrialization, standardization, and internationalizati.
As the medical insurance payment is tilted towards traditional Chinese medicine and the industry policy margin is improving, the slow bull market in the traditional Chinese medicine sector is worth looking forward .
In general, from a long-term perspective, under the blessing of top-level design, the traditional Chinese medicine sector has the dual characteristics of "performance growth + valuation and cost-effectiveness", which is worthy of the industry's focus and long-term attenti.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
Starting from talent training, medical insurance payment, review and approval, and encouraging innovation, it not only points the direction for the development of the industry, but also brings many benefi.
First of all, the market is rapidly expandi.
According to data, the scale of China's traditional Chinese medicine manufacturing market will be 77 billion yuan in 2020, and will reach 73 billion yuan in 202 It is expected to approach 80 billion yuan in 202In addition, the performance of related pharmaceutical companies has also continued to gr.
On August 1, Kangyuan Pharmaceutical released its 2022 semi-annual repo.
During the reporting period, the company achieved revenue of 097 billion yuan, a year-on-year increase of 154%; net profit attributable to shareholders of the listed company was 211 million yuan, a year-on-year increase of 33
On July 18, Pien Tze Huang released the 2022 semi-annual performance repo.
It is estimated that the total operating income in the first half of this year will be about 4 billion yuan, a year-on-year increase of 191%; the net profit attributable to shareholders of listed companies is about 3 billion yuan, a year-on-year increase of 18
On July 14, Dong'e Ejiao released an announcement on the pre-increase of its performance in the first half of 202 It is expected to achieve a net profit of 270 million to 340 million yuan, with a year-on-year increase of 800% to 1200% in net prof.
It is worth noting that the industry as a whole continues to Under the positive development, the traditional Chinese medicine sector has also significantly outperformed the pharmaceutical sector in the past year and a half, with a cumulative increase of over 26% (data source: WIND, data from January 1, 2021 to June 30, 202
As the second half of the year kicks off, is the traditional Chinese medicine sector still worth watching? In this regard, industry insiders believe that from the perspective of industrial structure and capital market, the investment value of the traditional Chinese medicine sector will become increasingly promine.
Especially under the influence of favorable policies, the traditional Chinese medicine sector will also have "performance elasticity" that is rarely seen in the mark.
It is understood that Xiangcai Securities pointed out that many provinces have recently introduced favorable policies for traditional Chinese medicine, and the traditional Chinese medicine industry is expected to usher in a policy dividend peri.
Guohai Securities analysts also pointed out that the traditional Chinese medicine industry has risen to a national strategic lev.
In March this year, the "14th Five-Year Plan" for the Development of Traditional Chinese Medicine was officially releas.
The continuous refinement of the Chinese medicine industry is also promoting the standardization and high-quality development of the traditional Chinese medicine indust.
In addition, the reform of traditional Chinese medicine registration management, the strengthening of intellectual property protection of traditional Chinese medicine, and the gradual expansion of the scope of centralized procurement of traditional Chinese medicine will force the traditional Chinese medicine industry to develop in the direction of innovati.
In addition, Southwest Securities also stated in the research report that during the reporting period, the "14th Five-Year Plan" for the development of traditional Chinese medicine pointed out the future development path of traditional Chinese medicine in terms of industrialization, standardization, and internationalizati.
As the medical insurance payment is tilted towards traditional Chinese medicine and the industry policy margin is improving, the slow bull market in the traditional Chinese medicine sector is worth looking forward .
In general, from a long-term perspective, under the blessing of top-level design, the traditional Chinese medicine sector has the dual characteristics of "performance growth + valuation and cost-effectiveness", which is worthy of the industry's focus and long-term attenti.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
