Last week, both pharmaceutical stocks were reduced by more than 1 percentage point by Northbound Capital

According to industry statistics, last week, many pharmaceutical stocks significantly reduced their holdings, among which Zhongsheng Pharmaceutical and Yiling Pharmaceutical were both reduced by more than 1 percentage point
by Beishang funds.
Specifically, Zhongsheng Pharmaceutical was reduced by 1.
17% by Beishang Capital, which rose 2.
14% last week, and the new shareholding of Beishang Capital accounted for 2.
15
.
It is worth mentioning that the stock has been reduced for 6 consecutive days, with a cumulative reduction of 14.
77 million shares, with a reduction amount of nearly 400 million yuan
.
On the news, Zhongsheng Pharmaceutical said in response to investors' questions on the interactive platform a few days ago that ZSP1273 tablets are currently in the phase III clinical research stage, and multiple clinical research centers have achieved case enrollment
.
According to the data, Zhongsheng Pharmaceutical is a high-tech enterprise
integrating drug research and development, production and sales.
With pharmaceutical manufacturing as its core business, the company adheres to the development path of R&D innovation and marketing innovation to promote the development of
the pharmaceutical and health industry.
According to the third quarter report of 2022, Zhongsheng Pharmaceutical achieved main revenue of 1.
991 billion yuan, a year-on-year increase of 9.
19%; the net profit attributable to the parent was 249 million yuan, down 20.
73% from the same period last year; Deducted non-net profit of 267 million yuan, down 10.
08%
from the same period last year.
As of the close on January 13, 2023, Zhongsheng Pharmaceutical closed at 26.
68 yuan, down 4.
48%, with a turnover rate of 8.
69%, a volume of 614,500 lots and a turnover of 1.
66 billion yuan
.
Yiling Pharmaceutical was reduced by 1.
17% by Beishang Capital, which rose 2.
14% last week, and Beishang Capital's new holdings accounted for 2.
15
.
The stock was also reduced for five consecutive days from January 5 to January 11, and a total of 27.
88 million shares have been reduced by Beishang Capital this year, with a reduction amount of more than 800 million yuan
.
It is worth mentioning that in 2022, the share price of Yiling Pharmaceutical hit a record high, with a cumulative increase of more than 55% throughout the year, and in December 2022, the stock price was as high as nearly 54 yuan, but the current cumulative drawdown of the stock exceeds 45%.

。 Data show that Yiling Pharmaceutical is a manufacturer of traditional Chinese medicine, since its establishment, the company has always adhered to scientific and technological innovation to drive product innovation and enterprise development, in scientific research and continuous efforts, the company is currently around cardiovascular and cerebrovascular diseases, diabetes, respiratory, tumor, nerves, urinary high incidence, market dosage of six categories of diseases, the development of a series of independent intellectual property rights of patented traditional Chinese medicine, has developed 13 patented new drugs, of which 8 are listed in the national medical insurance list, 5 listed in the national essential drug list
。 According to the third quarter report of 2022, Yiling Pharmaceutical's operating income in the first three quarters was 7.
946 billion yuan, down 2.
04% year-on-year; The net profit attributable to the parent was 1.
41 billion yuan, an increase of 15.
58% over the same period last year, and a three-year compound growth rate of 34.
99%.

The industry believes that looking forward to 2023, industry insiders pointed out that medical insurance negotiations and the new version of the basic drug catalogue in 2023 are the two major plays in the traditional Chinese medicine industry, with Ling Pharmaceutical, as a leading enterprise, has the ability to control the whole industry chain, and also has competitive advantages in the construction of upstream Chinese herbal medicine planting bases, cost control, quality standard control, and downstream terminal channel capabilities, or can stand out
.
As of the close on January 13, 2023, Yiling Pharmaceutical closed at 29.
58 yuan, down 0.
5%, with a turnover rate of 3.
78%, a volume of 519,900 lots and a turnover of 1.
534 billion yuan
.
.
.
.
.
.
.
.
However, pharmaceutical stocks have been reduced and increased
.
Last week, the top stocks in the growth of the shareholding ratio of Beishang Capital also included many pharmaceutical stocks, such as Chunli Medical, Shandong Pharmaceutical Glass, Anke Biotechnology, and Medici, with their shareholding ratios increasing by 0.
79%, 0.
78%, 0.
77% and 0.
70%
respectively.
From the perspective of their subdivision, these overweight stocks are mainly concentrated in popular tracks
such as medical devices and CRO.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.