At the current time, optimistic about the two directions of the traditional Chinese medicine sector and pharmaceutical equipment

 Entering March, the 2021 annual report and the 2022 first quarterly report began to be gradually disclosed.
The industry said that it is recommended to pay attention to performance expectations, and at the current time, it is optimistic about two directions, the traditional Chinese medicine sector and the pharmaceutical equipment sector
.
The medium and long-term investment value of the traditional Chinese medicine sector may be further highlighted.
With the continuous issuance of documents by the state to encourage the innovation and inheritance of traditional Chinese medicine, the standardization and concentration of the traditional Chinese medicine industry have been continuously improved, and the development of the industry is entering a new level
.
As the data shows, in 2021, the State Food and Drug Administration has approved a total of 12 new Chinese medicines for the market, and the number has reached a new high in the past five years, which indicates that the research and development of new Chinese medicines has ushered in a new development period
.
On the whole, the development of the traditional Chinese medicine industry has obviously become a long-term plan for the country and even all regions
.
It is expected that under the background of continuous favorable policies in the future, more targeted detailed rules will be released in the future, and the traditional Chinese medicine industry will usher in further benefits
.
And a large number of traditional Chinese medicine companies such as Taiji Group, Tongrentang, China Resources Sanjiu, etc.
will also usher in more market opportunities through continuous inheritance of essence, integrity and innovation
.
For example, China Resources Sanjiu said in a recent survey by some institutions that the company will continue to focus on CHC (self-diagnosis) and prescription drug business during the 14th Five-Year Plan
.
Overall, the company's business still has relatively large growth opportunities in the future, and it is hoped that it will develop rapidly during the 14th Five-Year Plan period
.
It is reported that the CHC (self-medication) business is the core business of China Resources Sanjiu, which mainly promotes business growth through the operation of the brand, the expansion of channels, and the continuous introduction of new products
.
Taiji Group said that during the 14th Five-Year Plan period, it will adhere to the main development line with traditional Chinese medicine as the core and chemical medicine, biological medicine and big health products as the auxiliary; build a chemical medicine and biological medicine production base featuring anaesthetic medicine; On the premise of steady improvement of basic management, pharmaceutical commercial enterprises in Chongqing will realize scientific research and development capabilities, source control, production intelligence, terminal connection, and marketing breakthrough, and create a "Chengdu-Chongqing Shuangcheng Circle" with new models, new formats and new concepts.
"Large pharmaceutical base, promising future development prospects
.
Some investors said that some brands of traditional Chinese medicine with strong consumption attributes, such as Pien Tze Huang, Tong Ren Tang, China Resources Sanjiu, Tai Chi Group, etc.
, have high brand value, and their development will be relatively stable, and the growth rate of future performance may be expected to accelerate.
The stable medium and long-term investment value may be further highlighted
.
The supply chain is independent and controllable, and there is a broad space for domestic substitution of pharmaceutical equipment.
In recent years, the rapid development of China's biopharmaceutical industry has driven the acceleration of fixed asset investment in biopharmaceutical enterprises
.
At the same time, domestic pharmaceutical equipment enterprises have made breakthroughs in the research and development and production of biological pharmaceutical equipment, and the import substitution of domestic pharmaceutical equipment has accelerated, and the industry will usher in rapid development
.
Analysts said that in order to enhance market competitiveness, pharmaceutical companies have higher requirements for pharmaceutical equipment companies to invest in product technology and manufacturing technology, which is more beneficial to leading companies in the pharmaceutical equipment industry
.
Enterprises such as Chutian Technology and Tofflon are worthy of attention.
For example, Chutian Technology said in a recent survey that the company has been deploying import substitution in the high-end market of vaccine products four years ago, and the product performance and quality have been able to meet the needs of high-end customers
.
Now the company's R&D capabilities, manufacturing capabilities and product quality have been tested by customers, thus entering the supply chain system of the high-end pharmaceutical market, and can compete with imported equipment on the same stage, opening up import substitution
.
The bioengineering sector is the focus of the development of Chutian Science and Technology, and will become an important part of the company's business performance in the future.
It has already deployed disposable bioreactors, disposable liquid dispensing systems, ultrafiltration chromatography purification, stainless steel reactors and fillers, etc.

.
The company is also planning the layout of products such as culture medium and packaging materials, and strives to complete the layout within a certain period of time in the future
.
Tofflon recently released a plan to issue A shares to specific objects in 2022
.
The total amount of funds raised by the issuance of stocks to specific objects is not more than 3.
2 billion yuan, which is mainly used for the enrichment of the front-end product line (DS) of biopharmaceuticals and cell gene therapy, and the innovation and upgrading and expansion of the injection production line (DP)
.
After the completion of the project, it will further enhance the production capacity of the company's core equipment for complex preparation preparation, extend the industrial chain, build an integrated industrial ecology of CGT pharmaceutical equipment, instruments and consumables, and at the same time facilitate the introduction of talents, digital intelligence and internationalization capabilities.

.
It is reported that Tofflon is currently accelerating the deployment of equipment in new fields, among which it already has overall solution capabilities in cell therapy, biological samples, and disinfection and sterilization.
In 2020, the company's medical equipment and consumables segment revenue will exceed 200 million yuan, a year-on-year increase of more than 500%, the company's bioengineering stand-alone and system segment revenue exceeded 200 million yuan, a year-on-year increase of more than 200%
.
In addition, with excellent product quality and stable delivery, Tofflon's products have entered into the supply chain of many overseas pharmaceutical companies/CXOs.
With the improvement of the company's product popularity and the continuous accumulation of overseas customers, the contribution of overseas business is expected to continue to increase
.
Its international layout is accelerating, and the future can be expected
.
The industry expects Tofflon to achieve net profits of 834 million yuan, 1.
030 billion yuan, and 1.
297 billion yuan from 2021 to 2023, up 80.
0%, 23.
5%, and 25.
9% year-on-year, respectively
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.