On the trading day of the New Year in 2023, the traditional Chinese medicine sector changed in early trading, and in the morning of January 3, Fangsheng Pharmaceutical and Zhongsheng Pharmaceutical touched the limit of increase, and individual stocks such as Kangbei, Hongri Pharmaceutical, and Kunming Pharmaceutical followed suit
.
On the news, entering 2023, the topic of traditional Chinese medicine is still hot, and the industry continues to have good news: on January 3, the joint prevention and control mechanism of the State Council announced that all localities should be equipped with sufficient proprietary Chinese medicines for primary medical and health institutions in accordance with the standard of serving 15%-20% of the population, and according to the guidelines for home medicine intervention previously issued by the State Administration of Traditional Chinese Medicine, a total of 60 proprietary Chinese medicines have been recommended, and the industry expects that the demand for related proprietary Chinese medicine products is expected to continue to expand in the short term; The State Food and Drug Administration recently organized the drafting and release of the Regulations on the Protection of Traditional Chinese Medicines (Revised Draft for Comment) and solicited public comments, and the adjustment of the draft of the Protection Regulations mainly involves four major aspects
: scope of protection, duration of protection, form of protection and withdrawal mechanism.
In this regard, some institutions believe that this revision is expected to accelerate the sales of proprietary Chinese medicines and promote the innovative research and development
of proprietary Chinese medicines.
Traditional Chinese medicine is China's unique health resources, has great development potential, at present, the policy for the entire Chinese medicine industry in the research and development of new drugs has been tilted, since 2019, China has successively issued "Opinions on Promoting the Inheritance and Innovation and Development of Traditional Chinese Medicine", "Registration Classification of Chinese Medicines and Application Information Requirements", "Notice on Several Policies and Measures to Accelerate the Development of Chinese Medicine Characteristics", "Guiding Opinions on Medical Insurance to Support the Inheritance and Innovation and Development of Traditional Chinese Medicine" and other policy documents, All of them have repeatedly emphasized the incentive measures
for innovation in traditional Chinese medicine.
In response to a recommendation in October 2022, the State Administration of Traditional Chinese Medicine mentioned that after a series of policy and measure reforms, in 2021, the State Food and Drug Administration summarized the practical experience of the transformation of anti-epidemic achievements, and approved 9 new Chinese medicine drugs for marketing
on the basis of the urgent approval of lung cleansing and detoxification granules, wet sepsis granules, and lung sepsis granules.
In 2021, the number of applications for registration of traditional Chinese medicines and the total number of applications accepted exceeded those in
2019 and 2020.
At the same time, in the past three years, the number of clinical trial applications and marketing applications for new Chinese medicine drugs has shown a trend of increasing year after year
.
In 2023, the news that innovative traditional Chinese medicine drugs have been approved for marketing is still the same
.
Just recently, the first traditional Chinese medicine compound preparation (that is, a new drug of Chinese medicine class 3.
1) managed according to the catalogue of ancient classic formulas declared by Kangyuan Pharmaceutical, Lingguishugan granules, the traditional Chinese medicine class 1.
1 innovative drug Ginseng Kidney Capsules declared by Xinjiang Huachun Biotechnology, and the new compound preparation of traditional Chinese medicine Qi Jiao Jing Granules declared by Anbang Pharmaceutical were all announced to be approved for marketing
.
The industry believes that with the acceleration of the review of innovative Chinese medicine drugs and the entry into the medical insurance path, new Chinese medicine drugs are expected to usher in an increase
.
As far as the outlook of the traditional Chinese medicine sector is concerned, the long-term opportunities of the sector are generally optimistic
by institutions.
Among them, Great Wall Securities pointed out that in the medium term, the "top-level design + grassroots service" policy will continue to be introduced, the industry upgrading will accelerate, and the competition pattern will be optimized
.
In the long run, the aging of the national population has spawned medical and health care needs, coupled with the upgrading of residents' consumption, and the traditional Chinese medicine industry has benefited
for a long time.
Orient Wealth Securities believes that under the background of "dual circulation" in China in the next few years, with the continuous improvement of clinical data of traditional Chinese medicine and the guidance of integrated traditional Chinese and Western medicine, the development of traditional Chinese medicine will usher in a deep development
.
According to Sullivan's forecast, the penetration rate of TCM diagnosis and treatment is expected to increase from 13.
3% in 2019 to 16.
6% in 2025, and the status of TCM diagnosis and treatment in China's medical and health industry has steadily improved
.
In addition, Minsheng Securities also continues to be strategically optimistic about the long-term opportunities of traditional Chinese medicine, the agency believes that in the future, with the overall support of national policies, there are still opportunities for the valuation of traditional Chinese medicine to improve sectors, and it is recommended to focus on the four main lines
of state-owned enterprise reform, traditional Chinese medicine innovative drugs, traditional Chinese medicine OTC, and the elasticity of formula granules.
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