In less than a month, many pharmaceutical stocks rose by more than 60%

【Pharmaceutical Network Pharmaceutical Stock Market】Recently, pharmaceutical stocks have rebounded significantly
.
According to industry statistics, in less than a month from October 12 to November 7, the pharmaceutical bioindex (Shenwan) rose by 15.
03%, and many pharmaceutical stocks rose by more than 60%, including Zhongke Meiling, Watson Pharmaceutical, Microelectrophysiology-U, Zhongsheng Pharmaceutical, Remegen Biologics, etc
.
Among them, Zhongke Meiling ranked first
with a range increase of more than 275%.
The company takes the research and development, production and sales of biomedical cryogenic storage equipment as the core, lays out three business sectors of life science, smart cold chain and family health, and its products have been widely used in medical systems, blood systems, disease control systems, health systems, university scientific research institutions, biomedicine and other enterprises, as well as genetic engineering, life sciences and other fields
.
The stock landed on the Beijing Stock Exchange on October 18, closing at 16.
38 yuan on the opening day, and the high trading price was 17.
29 yuan, a high increase of 8.
06%.

As of the close of trading on November 7, the stock was quoted at 15.
11 yuan, an increase of -1.
95%, with a total market value of 1.
462 billion
.
Huason Pharmaceutical followed closely behind, with a range increase of 143.
19%.

It is worth mentioning that in the past 16 trading days since October 17, the stock has risen and stopped 9 times, and the stock price has risen from 12.
96 yuan / share to 29.
62 yuan / share, a cumulative increase of more than 128%.

At the end of November 7, Huason Pharmaceutical rose again, with a total market value of 11.
880 billion
.
According to the data, Huason Pharmaceutical is an enterprise
integrating drug research and development, production and sales.
At present, the company has 74 drug approval numbers, including proprietary Chinese medicines, chemical raw materials and preparations, including 53 drugs in the national "medical insurance" list, 49 national drug standards have been formulated, 72 patents have been owned, and 120 scientific and technological research and development projects of
national, provincial and municipal ministries and commissions have been undertaken successively.
The market performance of the microelectrophysiology-U range is also very eye-catching, rising as much as 110% in October, and as of the close of November 7, the stock was quoted at 27.
27 yuan, an increase of 3.
30%.

The company is a leading enterprise in the domestic electrophysiology industry, a company focusing on the research and development, production and sales of innovative medical devices in the field of electrophysiological interventional diagnosis and treatment and ablation therapy, and is committed to providing globally competitive "integrated solutions for diagnosis and ablation therapy with precise interventional navigation as the core"
.
In addition, Zhongsheng Pharmaceutical, Remegen, InnoCare-U, Haichuang Pharmaceutical-U, David Medical, Shuangcheng Pharmaceutical, etc.
also increased significantly, with an increase of more than 60%.

From the perspective of their subdivision, most of these stocks belong to traditional Chinese medicine, medical equipment, vaccines and other fields
.
As for the reasons for the recent rebound of pharmaceutical stocks, the analysis believes that it is mainly affected
by factors such as the marginal easing of centralized procurement policies, the stable performance of pharmaceutical companies, especially the third quarterly report of leading enterprises, and the relatively low institutional holdings of pharmaceutical sectors 。 In the medium and long term, many institutions believe that the core logic of the pharmaceutical sector has not changed, and are still optimistic about the structural opportunities of the pharmaceutical industry, mainly including: under the intensification of population aging, the country is facing huge medical demand, as well as the general trend of innovation and upgrading, manufacturing upgrading, plus the pharmaceutical sector has undergone long-term adjustments, the valuation has been at a relatively low level in history, the cost performance is more prominent, and it has now entered the layout of the medium and long-term value range
.
Specific to the subdivision track, including CXO, retail pharmacy, high-end equipment import substitution, consumer medical treatment, APIs, traditional Chinese medicine, etc.
are worth paying attention
to.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.