Pharmaceutical e-commerce and other sub-sectors are strengthening, and the industry: The opportunity for the pharmaceutical industry to lay out has come!

In the early trading of March 4th, the pharmaceutical sector performed outstandingly, among which the e-commerce sector rose sharply, including the daily limit of multiple stocks such as Common Pharmaceutical, Intel Group, Neptunus Bio, and Kaikai Industry
.
Among them, China Pharmaceutical recorded three consecutive boards, hitting a new high price in 15 months
.
Previously, the stock has been trading at the daily limit for 2 consecutive days, and the industry believes that the company's new announcement was directly catalyzed by the sector's surge
.
As early as March 2, there was news in the industry that China Pharmaceutical was cooperating with a multinational pharmaceutical company on related virus treatment drugs, and the company's stock price also rose rapidly in the afternoon of that day
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Sinopharm issued a change announcement on the evening of March 3, in which it stated in response to rumors, "After the company's verification, relevant matters are currently being communicated and negotiated, and there are still uncertainties
.
" According to the data, Sinopharm is a company listed on the Shanghai Stock Exchange.
State-owned holding listed company, the company is mainly engaged in pharmaceutical business, as well as some international trade, pharmaceutical industry and other businesses
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The company also controls Chongqing Pharmaceuticals, the main body of which is the listed company Heavy Pharmaceutical Holdings.
In the early trading of March 4, Heavy Pharmaceutical Holdings also hit the daily limit
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On January 29, Sinopharm released its 2021 performance forecast.
It is expected that the net profit attributable to shareholders of listed companies in 2021 will be 300 million to 700 million yuan, a year-on-year decrease of 77% to 47%
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As for the reason for the pre-decrease in performance, the company stated that it was mainly due to the significant drop in export epidemic prevention business year-on-year due to changes in the overseas epidemic situation
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In addition, affected by factors such as volume purchases and adjustment of medical insurance catalogues, the performance of the pharmaceutical industry and pharmaceutical business also declined year-on-year
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In addition, the company's proposed provision for relevant impairment has a certain impact on this performance
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From the perspective of the development background of the entire pharmaceutical e-commerce industry, the domestic pharmaceutical e-commerce industry is currently in the wind
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Data shows that the scale of my country's pharmaceutical e-commerce has exceeded 200 billion yuan in 2020.
With the increase in policy, the rising tide of financing, and more and more giants entering the field, it is expected that the pharmaceutical e-commerce market will have a major breakthrough in 2022.
, the proportion of the sales scale of the entire pharmaceutical industry will continue to increase
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Some analysts believe that with the change of consumer behavior, the continuous development of Internet medicine, and the integration of medicine to medicine and medicine to medicine, pharmaceutical e-commerce will further show its vitality
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In addition to the pharmaceutical e-commerce sector, segments such as medical beauty and testing concepts also rose sharply in the early morning of March 4
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The analysis believes that the rise of the concept of medical beauty is mainly related to the recently released "14th Five-Year Plan for the Construction of China's Medical Beauty Standard System" (draft), which aims to promote the standardization of the medical beauty industry and promote the healthy development of the medical beauty industry
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The sharp rise in the detection sector may be affected by most of the recent good news of the industry's corporate performance
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As far as the market of the entire pharmaceutical sector is concerned, Southwest Securities said that the current valuation of the pharmaceutical sector is 29 times, which has gradually been digested below the historical center
.
The agency believes that from a fundamental point of view, companies such as CXO generally perform well, and due to the impact of orders for new crown small molecule drugs, their performance in 2022 will be more flexible
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The valuation of the pharmaceutical sector is undervalued + the performance in 2021 is still strong, and the pharmaceutical sector has ushered in a good opportunity for layout recently
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Guosheng Securities believes that the rigid demand attribute of the pharmaceutical sector and the certainty of growth compared to other industries are unchanged.
In the case of the continuous increase in the expansion of rigidly needed medicines and the penetration rate of health consumption upgrades brought about by the aging process, its demand for medicines The medium and long-term trend of the sector remains optimistic
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Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.