In 2022, which segments of the pharmaceutical industry are worthy of seizing opportunities?

After the market adjustment in 2021, many fund companies and brokerages are making every effort to prepare for a good start
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At present, many fund managers are looking forward to the pharmaceutical sector in 2022 and are optimistic about the market in 2022.

So, what are the subdivisions this year? Are opportunities in the field worth grasping? The fund manager of China Asset Management believes that in the entire investment strategy, it is worth paying attention to these pharmaceutical companies with pricing power, and is optimistic about 4 directions: First, biomedicine at the manufacturing end and upstream equipment, reagents and consumables of biomedicine Second, the field of medical consumer goods, such as specialized medical services, consumer medical consumables and traditional Chinese medicine products, etc.
Third, characteristic medical services, such as medical beauty, ophthalmology, pension, rehabilitation, etc.
Fourth, the field of CXO
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The fund manager believes that the pharmaceutical sector has long-term investment value, and is optimistic about the opportunities in the pharmaceutical subdivision industry that meet the trends of innovation and upgrading, consumption upgrading and manufacturing upgrading.
There are three directions for medium and long-term optimism: First, the internationalization of innovative drugs and innovative devices.
Second, opportunities for medical services, consumer devices, and high-end traditional Chinese medicine that conform to the trend of consumption upgrading; third, the innovative service industry chain that conforms to the trend of innovation and upgrading and industrial upgrading, including the service outsourcing industry, especially the characteristic service outsourcing industry
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We are optimistic about the industries of scientific research reagents, consumables, equipment, etc.
in the upper reaches of the characteristic service outsourcing industry chain, which are in the early stage of the boom
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According to the analysis of NORD Fund, there may be greater opportunities in the track that is less affected by the policy in 2022.

For example, traditional Chinese medicine Innovative drugs, traditional Chinese medicine formula granules and upstream life science, CXO (pharmaceutical R&D and production outsourcing) and other tracks will have certain fundamental opportunities
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In terms of capital, the track of traditional Chinese medicine innovative drugs and traditional Chinese medicine formula granules will have certain advantages at present
It is expected that the market of the traditional Chinese medicine sector in the first quarter of 2022 is expected to continue
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Recently, the traditional Chinese medicine sector has been rising fiercely and has attracted market attention
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From December 1, 2021 to January 7, 2022, the Shanghai and Shenzhen traditional Chinese medicine sector rose by as much as 22.
23%
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In this regard, some analysts pointed out that there are mainly several factors behind it: First, the valuation of many traditional Chinese medicine companies is at a low level, and funds will choose sectors with low valuations, low expectations, and low stock prices for hedging during the vacuum period of financial reports.

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Second, the policy impact
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For example, the "Guiding Opinions on Medical Insurance Supporting the Inheritance, Innovation and Development of Traditional Chinese Medicine" recently issued by the National Medical Insurance Administration and other departments proposed that qualified traditional Chinese medicine (including integrated traditional Chinese and Western medicine, minority medicine, the same below) medical institutions, traditional Chinese medicine retail Pharmacies, etc.
are included in the management of the medical insurance fixed-point agreement; the qualified Chinese herbal decoction pieces, Chinese patent medicines, and Chinese medicine preparations in medical institutions are included in the medical insurance drug catalog; Chinese medical institutions may temporarily not implement payment by disease diagnosis-related group (DRG), and those that have implemented DRG and In areas where payment is made based on the value of the disease, the coefficient and score of TCM medical institutions and TCM diseases should be appropriately increased
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In addition, Chinese herbal decoction pieces and Chinese herbal formula granules can still enjoy a 25% bonus
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The above-mentioned person further pointed out that, especially after the release of the policy to support the inheritance and development of traditional Chinese medicine, the market has better expectations for the future growth rate of the traditional Chinese medicine sector
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Third, since the end of 2021, the prices of many traditional Chinese medicine products have increased, leaving a lot of room for the realization of the profit side
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At the same time, many traditional Chinese medicine companies issued equity incentive plans, which boosted market confidence
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