"Pharmaceutical Stocks" Potential Analysis: Investment and Research optimistic about "New Drinks Stocks"

"Pharmaceutical Unit" has a new bright spot! According to the recently released "2017 Pharmaceutical Listed Companies Third Quarter Report Analysis" summary, pharmaceutical listed companies in January-September 2017 performance continued to improve, the first three quarters of the pharmaceutical sector 252 listed companies revenue increased 19.64 percent year-on-year, net profit attributable to the parent company increased 23.34 percent year-on-year, and significantly higher than in January-June 2017. According to the analysis, although there is a possibility of a short-term correction in the pharmaceutical sector, the full-year results are expected to maintain a steady improvement, thus driving the continued steady rise of the pharmaceutical index.pharmaceutical sector investment in the new fengkou molding
pharmaceutical index bullish, had to look at the Chinese medicine drinking tablets market. According to the Ministry of Industry and Information Technology, the completion of the main economic indicators of the pharmaceutical industry in the first half of 2017, the pharmaceutical industry sub-sectors, the Chinese medicine beverage tablet processing industry operating income growth rate and profit reached 21.33 percent and 22.78 percent, respectively, ranked first and second in the pharmaceutical industry sub-industry. Driven by macro-policy and multiple benefits, the pharmaceutical and beverage tablet market is expected to grow by 19% to 233 billion yuan in 2017 and 17% in 2018, with a market size of more than 270 billion yuan.
market performance, pharmaceutical stocks are clearly very investment value of the "bull stocks" no doubt. Among them, the Chinese medicine tablet industry has become a new investment trend with a higher growth rate than the industry average (data show that in 2016, the growth rate of Chinese medicine tablets increased by 24% yoY and the pharmaceutical industry grew by 9.2%).
, according to media reports, at present, there are more and more Chinese medicine drink tablets as the main business of listed enterprises, is rapidly seize the development of the wind. Reported that the Chinese medicine drink tablets listed enterprises in the 2017 semi-annual report, Kangmei Pharmaceuticals, Chinese medicine and other four leading Chinese medicine tablets, revenue growth in the first half of 2017 are more than 10%. It is worth noting that the hong Kong-listed chinese-listed chinese medicine industry, which mainly has a new drinking chip, the grass-crystal-breaking herb, grew its manufacturing business by 36.7%, and this growth was mainly due to the rapid growth of the wall-breaking herb business.
Recently, BOC International issued a research report, referring to China Zhi Pharmaceuticals' own brand grass jinghua broken wall herb 2012-2016 sales revenue growth rate of 71.38 percent, the first half of 2017 sales revenue of 157 million yuan, up 67.8 percent year-on-year. In the first half of 2017, the top 10 suppliers of Chinese medicine tablets in sample pharmacies in key cities ranked In the top 10 market share, Kangmei Pharmaceuticals, Pharmaceutical Sanctuary (Hunan) and Chinese Medicine ranked among the top three Chinese medicine beverage tablet retailers, according to a blue book on the development of the Chinese medicine beverage tablet industry released by the CFDA Southern Institute of Pharmaceutical Economics. Analysing the top five companies in market share, Kangmei and Pharmaceutical Sanctuary (Hunan) grew by 22.01% and 19.09% yoY in the first half of 2017, respectively, slightly higher than the average growth rate of the beverage retail industry (18.8%. 67%); Tongrentang in Beijing was slightly below the industry average; Guangdong Eagle Emperor grew by 35.63 percent in the first half of the year; and Zhongzhi Pharmaceuticals, the third-largest market share, grew by 92.1 percent year-on-year in the first half, the highest growth rate among the top five companies in the market share.Chinese medicine drink tablets into a new favorite
In 2016, a joint release from the National Health and Planning Commission, the CDC and other relevant government departments and industry agencies, "China's self-care blue book (2015-2016)," By comprehensively combing the current situation of China's self-care industry, it is pointed out that the prevalence of chronic diseases among Chinese residents has increased from 123.3 per thousand in 2003 to 245.2 per thousand in 2013, a ten-year increase, and the number of chronic diseases diagnosed in China has reached nearly 300 million. At present, the prevalence of hypertension in Chinese adults exceeds 25%, high blood lipids 40%, diabetes about 10%, fatty liver 20%-30%. According to a study by the Harvard School of Public Health, 80 percent of diabetes and heart disease, 70 percent of strokes, and 50 percent of cancers are avoidable. The study shows that "health management" is a core and the most promising trend in the future health industry. Because with the development of economy and the national concern for health, even driven by national policies, people's demand for health has not only increased the level of disease treatment, but more importantly, the demand in the field of "cure the disease".
the theory of "cure the disease" in Chinese medicine, emphasizing the function of preventing disease. In the field of Chinese medicine application, the most important material basis for the prevention and treatment of diseases is Chinese medicine tablets. According to the China Self-Care Blue Book (2015-2016), 70 per cent of people in the US now have access to health management services, while less than 0.1 per cent in China. Obviously, in our country to improve the level of health of the whole people, so that people have health management services, the future of the space is enormous. And the "Healthy China 2030 Planning Outline" also put forward to allow the whole people to enjoy basic medical services, prevention-oriented, Chinese and Western medicine and other requirements. The increase in social demand, coupled with the promotion of national policies, has promoted the consumption demand for Chinese medicine tablets, helped the faster development of Chinese medicine tablets, and become an attractive investment hot spot.Policy Dividend Drive
According to the "Blue Book on the Development of Chinese Medicine Drinks And Tablets Industry (2017)" data show that in 2011-2016, China's large-scale Chinese medicine tablet enterprises sales revenue growth rate of 18.02%, in China's pharmaceutical industry in the seventh sub-industry ranked second. During the same period, the compound growth rate of sales revenue reached 71.4% in 2012-2016.
Chinese medicine tablets have become the "scent" of the research circle, in addition to the sustained growth of the market, policy dividends are also the key. According to Zhang Natural, vice president of the World Federation of Chinese Medicines, the policy dividend is fertile ground for the rapid growth of Chinese medicine tablets. "It is a great policy for any other sub-industry in the pharmaceutical industry to have favorable policies such as not eliminating the increase, not calculating the proportion of medicines, not unifying tenders, and including them in the list of essential drugs and medical insurance," he said. Jiang Sunming, director of the data center of the CFDA Southern Medical Economic Research Institute, also said at the 29th China Pharmaceutical Economic Information Conference held recently, "The Chinese medicine and beverage tablet industry will continue to grow at a high rate in the future due to policy promotion, coupled with the mass base and cultural heritage, and inheritance and innovation will be the direction of development." According
according to the policy interpretation, Chinese medicine tablets are not affected by the drug zero-plus policy, the market size will be expanded year by year. Reducing the proportion of medicines and selecting them in the new medical insurance catalogue will further stimulate the increment by making Chinese medicine tablets alternatives to chemicals, Chinese medicines and chinese medicine injections. In addition, the state's regulatory policy on Chinese medicine tablets stepped up, a large number of production qualifications, low-quality enterprises with low technical gold content, as well as accounting for 70% of the sales of less than 100 million yuan of low-threshold enterprises, will be eliminated. More than the scale of Chinese medicine tablet enterprises, will be the direct beneficiaries of industry integration, strong Hengqiang get better development.why new drink tablets are better
Breaking the wall of herbs and other new beverage tablets products, is an important supplement to traditional Chinese medicine tablets, is the traditional Chinese medicine tablets form of innovation.
According to the Blue Book on the Development of Chinese Medicine Drinks (2017), broken-walled drinks come from the powder application of ancient Chinese medicine tablets, and the cell walls of traditional Chinese medicine drink tablets are broken by combining modern wall-breaking techniques to achieve high solubility rate of active ingredients and high utilization rate of Chinese medicine drink tablets. In essence, Chinese medicine broken wall drink tablets are the ancient industry and modern science and technology highly integrated products, is the country strongly advocated the modernization of Chinese medicine in the process of innovation products.
Breaking the wall drink tablets through technological innovation, greatly improved the traditional Chinese medicine drink tablets poor uniformity of the disadvantages, in the complete retention of all the material parts of Chinese medicine drink tablets premise, broken the wall after the product is more conducive to play its efficacy, forming a "better absorption" of the new category of Chinese medicine drink tablets. And this kind of products because can be directly flushed and drunk, to take convenient can improve patient/consumer compliance and become the new darling of the market, access to more and more high-income groups, social elites love.
present, China involves Chinese medicine broken wall drinking tablets enterprises, in addition to leading enterprises in The Chinese medicine industry, there are Hunan Chunguang Jiuhui, Guizhou United Sheng Pharmaceutical Industry and so on. However, only the Chinese medicine industry listed into the capital circle. The Chinese medicine industry, which is mainly engaged in the business of grass crystal china broken-walled herbs, is regarded by the market as a "new type of drinking tablet stock", which is truly named. (Medical Economics)