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[Pharmaceutical Network Industry News] Recently, the market investment sentiment has gradually recovered, and the enthusiasm of overseas institutions for research has continued to ris.
According to statistics from Databao, in the past 10 days (July 26 to August 8), a total of 61 listed companies have been investigated by overseas institutions, which has attracted market attentio.
Pharmaceutical and biological industry (photo source: PharmaNet) Overseas institutions have intensively investigated pharmaceutical and biological industries and other industries among the above-mentioned 61 listed companies, 8 companies including Gaoce, Lizhong Group, and USI have received more than 10 overseas institution.
It has received intensive research from overseas institution.
From the perspective of the industry, in the past 10 days, the 61 listed companies surveyed by overseas institutions involved various industries, and the five industries, including electronics, power equipment, mechanical equipment, medicine and biology, and household appliances, ranked the highest in the number of companies surveyed by institution.
A total of 44 companies have become the focus of institutional research during the perio.
Among them, pharmaceutical biology is still the focus of research by overseas institution.
In the past 10 days, a total of 7 listed pharmaceutical and biological companies have received the attention of overseas institutions, including Jiudian Pharmaceutical, Changchun High-tech, Walter Dyne, Weiss Medical, Weili Medical,et.
In the pharmaceutical and biological research list, 4 overseas institutions participated in the research by Changchun High-tech, which received particular attention; followed by Weiss Medical and Nanmo Biotechnology, with 3 and 2 overseas institutions participating in the research respectively, and the remaining companies participate.
The number of overseas institutions surveyed is only on.
From the perspective of stock price performance, the seven pharmaceutical stocks surveyed by overseas institutions have risen by an average of 7% in the past 10 day.
Among them, Jiudian Pharmaceutical, Changchun High-tech, Huatdyne, Weiss Medical, Weili Medical, et.
, the stock prices rose, and Jiudian Pharmaceutical performed better, with a cumulative increase of 109% during the perio.
In addition, the increase during Changchun High-tech was 77.
There are 2 stocks that have fallen, CanSino and Nanmo Biology, with a cumulative decline of 03% and 70%, respectivel.
Looking ahead, the pharmaceutical industry still has institutional market condition.
Focusing on the pharmaceutical and biological industry, the overall performance of the industry is relatively sluggis.
The proportion of pharmaceutical positions held by many public funds has been at a historical lo.
However, with the gradual release of market sentiment, brokerages generally believe that the industry's valuation and performance-to-price ratio are outstanding, and there will still be institutional market condition.
Combining the views of many securities companies and fund managers, the following main lines of the pharmaceutical sector in the market outlook are worthy of attention: First, the main lines supported by favorable policies, such as the traditional Chinese medicine formula granules in the traditional Chinese medicine subdivision track, benefit from the completion of the pilot program and the national standar.
Replacement, exempt from "zero bonus", the risk of centralized procurement is small, the market space is expected to expand, and the future performance growth rate is relatively hig.
Second, the innovation track, including innovative drugs that have turned inflection points, as well as "continuous innovation + internationalization" pharmaceutical companie.
Third, the track with a lot of room for growth is also a relatively prosperous industry, including CXO, ophthalmology,et.
Among them, the CXO sector is particularly favored by securities companie.
Southwest Securities pointed out that the CXO sector is still a track with a higher growth rate in the pharmaceutical industry, and its performance forecast generally exceeds market expectation.
The follow-up will enter a period of intensive disclosure with the interim report, which is expected to boost market confidenc.
Fourth, tracks with strong consumption attributes, including pharmacies,et.
Not long ago, the draft revision draft for the implementation of the Drug Administration Law proposed that "third-party platform providers shall not directly participate in the online sales of drugs.
The industry believes that this will be beneficial to those who have more consumption attributes than medical attributes, strong scalability and a high degree of market freedo.
Ministry of chain enterprise.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyon.
According to statistics from Databao, in the past 10 days (July 26 to August 8), a total of 61 listed companies have been investigated by overseas institutions, which has attracted market attentio.
Pharmaceutical and biological industry (photo source: PharmaNet) Overseas institutions have intensively investigated pharmaceutical and biological industries and other industries among the above-mentioned 61 listed companies, 8 companies including Gaoce, Lizhong Group, and USI have received more than 10 overseas institution.
It has received intensive research from overseas institution.
From the perspective of the industry, in the past 10 days, the 61 listed companies surveyed by overseas institutions involved various industries, and the five industries, including electronics, power equipment, mechanical equipment, medicine and biology, and household appliances, ranked the highest in the number of companies surveyed by institution.
A total of 44 companies have become the focus of institutional research during the perio.
Among them, pharmaceutical biology is still the focus of research by overseas institution.
In the past 10 days, a total of 7 listed pharmaceutical and biological companies have received the attention of overseas institutions, including Jiudian Pharmaceutical, Changchun High-tech, Walter Dyne, Weiss Medical, Weili Medical,et.
In the pharmaceutical and biological research list, 4 overseas institutions participated in the research by Changchun High-tech, which received particular attention; followed by Weiss Medical and Nanmo Biotechnology, with 3 and 2 overseas institutions participating in the research respectively, and the remaining companies participate.
The number of overseas institutions surveyed is only on.
From the perspective of stock price performance, the seven pharmaceutical stocks surveyed by overseas institutions have risen by an average of 7% in the past 10 day.
Among them, Jiudian Pharmaceutical, Changchun High-tech, Huatdyne, Weiss Medical, Weili Medical, et.
, the stock prices rose, and Jiudian Pharmaceutical performed better, with a cumulative increase of 109% during the perio.
In addition, the increase during Changchun High-tech was 77.
There are 2 stocks that have fallen, CanSino and Nanmo Biology, with a cumulative decline of 03% and 70%, respectivel.
Looking ahead, the pharmaceutical industry still has institutional market condition.
Focusing on the pharmaceutical and biological industry, the overall performance of the industry is relatively sluggis.
The proportion of pharmaceutical positions held by many public funds has been at a historical lo.
However, with the gradual release of market sentiment, brokerages generally believe that the industry's valuation and performance-to-price ratio are outstanding, and there will still be institutional market condition.
Combining the views of many securities companies and fund managers, the following main lines of the pharmaceutical sector in the market outlook are worthy of attention: First, the main lines supported by favorable policies, such as the traditional Chinese medicine formula granules in the traditional Chinese medicine subdivision track, benefit from the completion of the pilot program and the national standar.
Replacement, exempt from "zero bonus", the risk of centralized procurement is small, the market space is expected to expand, and the future performance growth rate is relatively hig.
Second, the innovation track, including innovative drugs that have turned inflection points, as well as "continuous innovation + internationalization" pharmaceutical companie.
Third, the track with a lot of room for growth is also a relatively prosperous industry, including CXO, ophthalmology,et.
Among them, the CXO sector is particularly favored by securities companie.
Southwest Securities pointed out that the CXO sector is still a track with a higher growth rate in the pharmaceutical industry, and its performance forecast generally exceeds market expectation.
The follow-up will enter a period of intensive disclosure with the interim report, which is expected to boost market confidenc.
Fourth, tracks with strong consumption attributes, including pharmacies,et.
Not long ago, the draft revision draft for the implementation of the Drug Administration Law proposed that "third-party platform providers shall not directly participate in the online sales of drugs.
The industry believes that this will be beneficial to those who have more consumption attributes than medical attributes, strong scalability and a high degree of market freedo.
Ministry of chain enterprise.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyon.
