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[Pharmaceutical Network Market Analysis] Today, the development of traditional Chinese medicine has become a national strategy.
A series of favorable policies from the state to the local government frequently support the development of traditional Chinese medicine, and the entire industry is showing a new development pattern
.
So, how to grasp the main line of the traditional Chinese medicine industry? Recently, many securities people have given their own suggestions
.
For example, Ping An Securities looks at opportunities in the TCM industry from five main lines, including innovative TCM drugs, branded OTC TCM, TCM formula granules, TCM injections, and TCM medical services
.
First, innovative traditional Chinese medicine
.
The new registration classification is clearly guided by clinical value, and the "three-in-one" review system clarifies the research and development ideas
.
It is recommended to pay attention to Yiling Pharmaceutical, Xintian Pharmaceutical, Kangyuan Pharmaceutical, etc.
; secondly, brand OTC Chinese medicine
.
The overall scale of OTC has grown steadily, the out-of-hospital market is dominated by controlled fees and has little impact, and it has the ability to continuously raise prices and pass on costs
.
It is recommended to pay attention to China Resources Sanjiu, Guizhou Sanli, Tongrentang, Lingrui Pharmaceutical, Jianmin Group, Taiji Group, etc.
; third, Chinese medicine formula granules
.
TCM formula granules are an upgraded product of TCM decoction pieces.
The pilot program is over, and the industry has entered a new cycle of rising volume and price
.
It is recommended to pay attention to China Traditional Chinese Medicine, Hongri Pharmaceutical, etc.
; fourth, pay attention to traditional Chinese medicine injections with relaxation of medical insurance restrictions in the short term
.
It is recommended to pay attention to Kunming Pharmaceutical Group, Buchang Pharmaceutical, etc.
; fifth, traditional Chinese medicine medical services
.
The combination of online and offline mode solves the problems of insufficient supply and structural mismatch of TCM medical services
.
It is recommended to pay attention to Gushengtang and so on
.
Huaan Securities recently released a research report pointing out that the Chinese medicine industry has undergone changes driven by the "14th Five-Year Plan" policy.
Tianyao, Guizhou Sanli, Tasly, etc.
; related brands of traditional Chinese medicine that benefit from consumption upgrades and have higher price maintenance capabilities, such as Rentang, Guangyuyuan, China Resources Sanjiu, Jianmin Group, Pien Tze Huang, Yunnan Baiyao, Jichuan Medicine Industry, Lingrui Pharmaceutical, etc.
; the previous pilot enterprises of traditional Chinese medicine formula granules with first-mover advantages, such as China Resources Sanjiu, Hongri Pharmaceutical, etc.
; The industry is scattered and small, the competition pattern is not yet clear, coupled with the expansion of demand, daily health management and "preventive treatment" are favored, and with the support of policies, it is expected to usher in a golden period of development
.
Debon Securities also pointed out that the "14th Five-Year Plan" has played a major role in promoting the development of traditional Chinese medicine, and the traditional Chinese medicine sector will usher in important development.
It is recommended to pay attention to 5 sub-tracks: First, traditional Chinese medicine formula granules, it is recommended to focus on : China Traditional Chinese Medicine, Hongri Pharmaceutical, China Resources Sanjiu, etc.
; secondly, traditional Chinese medicine innovation, it is recommended to focus on: Yiling Pharmaceutical, Xintian Pharmaceutical, Kangyuan Pharmaceutical, etc.
; third, traditional Chinese medicine OTC, which is expected to achieve volume and price Qisheng, it is recommended to focus on: Taiji Group, Jianmin Group, Lingrui Pharmaceutical, etc.
; fourth, traditional Chinese medicine to fight the epidemic, it is recommended to focus on: Yiling Pharmaceutical, Buchang Pharmaceutical, etc.
; fifth, the traditional Chinese medicine medical service sector will usher in Major development opportunities, it is recommended to focus on: Gushengtang,
etc.
In general, the sub-tracks of innovative traditional Chinese medicine, brand OTC traditional Chinese medicine, traditional Chinese medicine formula granules, and traditional Chinese medicine medical services are generally favored by securities people
.
These tracks are basically the tracks that benefit from favorable policy support, with a high degree of prosperity and a relatively large space for development
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
A series of favorable policies from the state to the local government frequently support the development of traditional Chinese medicine, and the entire industry is showing a new development pattern
.
So, how to grasp the main line of the traditional Chinese medicine industry? Recently, many securities people have given their own suggestions
.
For example, Ping An Securities looks at opportunities in the TCM industry from five main lines, including innovative TCM drugs, branded OTC TCM, TCM formula granules, TCM injections, and TCM medical services
.
First, innovative traditional Chinese medicine
.
The new registration classification is clearly guided by clinical value, and the "three-in-one" review system clarifies the research and development ideas
.
It is recommended to pay attention to Yiling Pharmaceutical, Xintian Pharmaceutical, Kangyuan Pharmaceutical, etc.
; secondly, brand OTC Chinese medicine
.
The overall scale of OTC has grown steadily, the out-of-hospital market is dominated by controlled fees and has little impact, and it has the ability to continuously raise prices and pass on costs
.
It is recommended to pay attention to China Resources Sanjiu, Guizhou Sanli, Tongrentang, Lingrui Pharmaceutical, Jianmin Group, Taiji Group, etc.
; third, Chinese medicine formula granules
.
TCM formula granules are an upgraded product of TCM decoction pieces.
The pilot program is over, and the industry has entered a new cycle of rising volume and price
.
It is recommended to pay attention to China Traditional Chinese Medicine, Hongri Pharmaceutical, etc.
; fourth, pay attention to traditional Chinese medicine injections with relaxation of medical insurance restrictions in the short term
.
It is recommended to pay attention to Kunming Pharmaceutical Group, Buchang Pharmaceutical, etc.
; fifth, traditional Chinese medicine medical services
.
The combination of online and offline mode solves the problems of insufficient supply and structural mismatch of TCM medical services
.
It is recommended to pay attention to Gushengtang and so on
.
Huaan Securities recently released a research report pointing out that the Chinese medicine industry has undergone changes driven by the "14th Five-Year Plan" policy.
Tianyao, Guizhou Sanli, Tasly, etc.
; related brands of traditional Chinese medicine that benefit from consumption upgrades and have higher price maintenance capabilities, such as Rentang, Guangyuyuan, China Resources Sanjiu, Jianmin Group, Pien Tze Huang, Yunnan Baiyao, Jichuan Medicine Industry, Lingrui Pharmaceutical, etc.
; the previous pilot enterprises of traditional Chinese medicine formula granules with first-mover advantages, such as China Resources Sanjiu, Hongri Pharmaceutical, etc.
; The industry is scattered and small, the competition pattern is not yet clear, coupled with the expansion of demand, daily health management and "preventive treatment" are favored, and with the support of policies, it is expected to usher in a golden period of development
.
Debon Securities also pointed out that the "14th Five-Year Plan" has played a major role in promoting the development of traditional Chinese medicine, and the traditional Chinese medicine sector will usher in important development.
It is recommended to pay attention to 5 sub-tracks: First, traditional Chinese medicine formula granules, it is recommended to focus on : China Traditional Chinese Medicine, Hongri Pharmaceutical, China Resources Sanjiu, etc.
; secondly, traditional Chinese medicine innovation, it is recommended to focus on: Yiling Pharmaceutical, Xintian Pharmaceutical, Kangyuan Pharmaceutical, etc.
; third, traditional Chinese medicine OTC, which is expected to achieve volume and price Qisheng, it is recommended to focus on: Taiji Group, Jianmin Group, Lingrui Pharmaceutical, etc.
; fourth, traditional Chinese medicine to fight the epidemic, it is recommended to focus on: Yiling Pharmaceutical, Buchang Pharmaceutical, etc.
; fifth, the traditional Chinese medicine medical service sector will usher in Major development opportunities, it is recommended to focus on: Gushengtang,
etc.
In general, the sub-tracks of innovative traditional Chinese medicine, brand OTC traditional Chinese medicine, traditional Chinese medicine formula granules, and traditional Chinese medicine medical services are generally favored by securities people
.
These tracks are basically the tracks that benefit from favorable policy support, with a high degree of prosperity and a relatively large space for development
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
