China daily performance forecast, many pharmaceutical and biological companies are happy!

After the first quarter report of this year, the market turned its focus to the Zhongbao According to statistics, as of May 4, 1092 companies in Shanghai and Shenzhen had issued the performance forecast of China Daily, of which 755 companies, accounting for 69.13% From the perspective of industry segments, the company is mainly concentrated in the chemical industry, mechanical equipment, pharmaceutical biology, electronic and electrical equipment industries, with 94, 75, 68 and 59 companies respectively Among them, the pharmaceutical and biological industry has attracted market attention The industry believes that behind its performance expectations, it is mainly affected by four aspects: first, the volume of new drugs in the medical insurance catalog, especially in the first quarter; second, the approval of generic drugs is accelerated, and the effect of "priority review" is significant; third, the marginal impact of zero plus, two vote system and new standard price reduction on the industry is weakened; fourth, consumption upgrading and health awareness drive consumption growth As the payer of drug consumption, medical insurance plays an important role in promoting drug sales If you enter the national medical insurance, you will get a national pass, and you can open the drug sales room nationwide to achieve a large-scale growth It is reported that there are 550 new varieties included in the 2017 version of the national medical insurance catalog As these varieties enter the new version of the medical insurance catalog, relevant pharmaceutical enterprises will inevitably benefit from the performance improvement brought by them The industry expects that with the implementation of medical insurance everywhere, more significant volume effect will be seen in 2018 With the implementation of a series of new drug review policies and priority review systems in China, the enthusiasm of domestic pharmaceutical enterprises for generic and innovative drug research and development has been further improved For example, the opinions on reforming and improving the supply guarantee and use policy of generic drugs issued by China is conducive to promoting the research and development of generic drugs, improving the quality and efficacy of generic drugs, improving the ability of drug supply guarantee, and speeding up the leap from a big pharmaceutical country to a powerful pharmaceutical country Up to now, a total of 29 specifications have passed the consistency evaluation Local governments have also increased their support for drug consistency evaluation through generic drugs In addition, in this context, the approval speed of domestic imported drugs has also been significantly accelerated It is reported that in 2017, more than 20 imported new drugs from foreign enterprises were listed in China After a large number of these drugs are approved, the domestic drug market pattern is expected to be reconstructed With the frequent emergence of the new policy of medical reform, "two vote system" and "zero plus" have become the key policies of medical reform Under the influence of policies such as zero plus and two vote system, pharmaceutical companies can adopt flexible business model For example, carry out pharmaceutical logistics cooperation and enterprise acquisition and integration to further expand the scale of the company Consumption upgrading and people's health awareness In recent years, with the consumption upgrading and people's health awareness improving, people's demand for drugs and health care products has further improved Especially with the improvement of living standards, all kinds of health food which claims to have the function of regulating human body are more and more favored by people, especially the elderly consumers This has further promoted the development of the pharmaceutical and biological industry In general, the current pharmaceutical and biological industry is basically oriented to good The industry expects that in the future, small-scale, backward equipment and seriously polluted pharmaceutical enterprises will be generally eliminated, while large pharmaceutical enterprises will expand market share with higher strength, so as to occupy an advantage in market competition.