China Pharmaceutical closed 3 consecutive limit boards! The stock has risen 23 times in the past year

【Pharmaceutical Network Pharmaceutical Stock Market】On December 19, intraday news, China's pharmaceutical price limit has closed 3 consecutive limit boards
.
The stock has risen 23 times
in the past year.
As of 10:37 on the 19th, the stock was quoted at 22.
33 yuan, with a turnover of 137 million and a turnover rate of 0.
41%.

For the reasons for the change in the stock, the analysis believes that there are five aspects
.
First, China National Pharmaceutical and Health Industry Co.
, Ltd.
(hereinafter referred to as "China Medicine") announced on December 14 that the company signed an agreement with Pfizer to be responsible for the import and distribution
of Pfizer's nematevir/ritonavir tablets (Paxlovid) in the Chinese mainland market during the agreement period.
The agreement runs from now until 30 November 2023
.
Paxlovid is a SARS-CoV-2 protease inhibitor antiviral therapy containing Nirmatrelvir and Ritonavir that entered the Chinese mainland market
with conditional approval by the NMPA on February 11, 2022.
In fact, affected by this news, not only the stock price of China Pharmaceutical rose, but also the stock price of Pfizer Fang rose rapidly, rising by more than 2.
00% on the day, with a market value of $304.
46 billion
.
However, the China Pharmaceutical announcement also said that the final use and sales of Paxlovid products are affected by the epidemic and other factors
.
According to previous media reports, Pfizer said it is actively working with all stakeholders to ensure adequate supply of Paxlovid in China and remains committed to meeting the treatment needs
of Chinese patients.
In order to strengthen Paxlovid's supply in the Chinese market, in addition to reaching cooperation with China Pharmaceutical, Huahai Pharmaceutical announced on August 18 that it reached a production and supply agreement
with Pfizer.
Pfizer provided nematevir API and ritonavir preparation, and Huahai Pharmaceutical was responsible for the production of nematevir preparation and completed the combination packaging
.
Huahai Pharmaceutical said at the third quarter results briefing that the company's provision of preparation commissioned production services for Pfizer's Paxlovid sold in the Chinese mainland market is currently progressing smoothly, and the company is cooperating with Pfizer to make preparations for the localized production and listing of the product
.
On October 27, Ascletis also announced that the company and Pfizer reached a cooperation on the production and supply of ritonavir in Chinese mainland, which is valid for five years
.
Second, pharmaceutical business concept stocks
.
Since the official implementation of the Measures for the Supervision and Administration of Online Sales of Drugs, the industry believes that the industry has ushered in standardized development and will help China's pharmaceutical circulation industry achieve a new stage of transformation and upgrading
.
In addition, the release of the 20 articles of prevention and control optimization, and the stockpiling of medicines by residents in the winter cold epidemic season have further driven the strengthening of the pharmaceutical business sector
.
Statistics show that the growth rate of pharmaceutical retail online sales in 2021 is still prominent among the four major terminals, and it is expected that the annual sales in 2022 will be 289.
9 billion yuan, with a growth rate of more than 32%, and the industry will continue to maintain rapid growth
.
It is reported that China Pharmaceutical has established an integrated industrial pattern of trade, industry, technology and service led by international trade, supported by the pharmaceutical industry and linked by pharmaceutical commerce, comprehensively promoting the integration of the three major business sectors of industry and commerce and actively giving play to synergistic advantages
.
Third, Shenyang Zhuying, a subsidiary of China Pharmaceutical, is one of the four major suppliers of the B2C segment of
JD.
com.
The industry believes that JD.
com mainly sells licensed goods and has B2C advantages, and there are also opportunities
for Chinese pharmaceutical subsidiaries.
Fourth, the company belongs to a state-owned enterprise
.
Fifth, the company's industrial system covers chemical preparations, chemical APIs, biological products, Chinese proprietary medicines, Chinese medicine pieces and other pharmaceutical sub-industries, and has a chemical API R & D and production platform, characteristic chemical drugs, modern Chinese medicine R & D and production platform
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.