In recent years, the state has successively issued a series of support policies related to traditional Chinese medicine, such as the release of the "Guiding Opinions on Medical Insurance to Support the Inheritance and Innovative Development of Traditional Chinese Medicine" at the end of 2021, which has enhanced the support of medical insurance for traditional Chinese medicine, and the attitude of medical insurance to traditional Chinese medicine has shifted from the previous restrictions to support, which has greatly enhanced market confidence
.
At present, under a series of favorable policies, the industry believes that the Chinese medicine industry has long-term investment value, and it is recommended to pay attention to the following tracks
.
The Chinese medicine industry has long-term investment value, and these tracks have great potential (Source: Pharmaceutical Network)
1.
Traditional Chinese medicine OTC
1.
Traditional Chinese medicine OTC
TCM OTC has the characteristics of strong policy immunity, small risk of cost control and price reduction, and because the main sales channel is at the retail end rather than public medical institutions, it has higher price maintenance capabilities, so the industry generally believes that the future expansion of the industry can be expected
.
It is understood that in fact, in the past two years, a number of enterprise products have raised prices, and improved profit expectations, in this regard, the industry predicts that in the upstream Chinese herbal medicine continued to increase prices, retail pharmacies pursue gross profit background, Chinese medicine OTC price increase is sustainable
.
Among them, especially some traditional Chinese medicine OTC varieties
with strong brand power and high market share.
2.
Innovation in traditional Chinese medicine
2.
Innovation in traditional Chinese medicine
At present, the overall review and approval of traditional Chinese medicines in China is improving, the number of declarations and approvals of new Chinese medicines has increased significantly, and the time limit for review has been continuously shortened, which is accelerating the continuous enhancement
of the inheritance and innovation ability of traditional Chinese medicines.
It is reported that since the beginning of this year, a number of new drugs of traditional Chinese medicine class 1 have been approved
.
According to the catalogue of varieties accepted by CDE, from January to March 2022, CDE has undertaken and accepted 18 applications for
registration of new Chinese medicine drugs.
The types of new Chinese medicine drugs applied for are focused on categories 1.
1 and 1.
2, of which 6 are new drugs of class 1.
1
.
From the overall point of view, combined with modern advanced research means for innovation, the layout of research and development pipelines in advantageous areas has obviously become one of the core competitiveness of traditional Chinese medicine enterprises, with the policy to increase support for the innovation of traditional Chinese medicine science and technology, enterprises are expected to further accelerate innovation and transformation on the basis of inheritance, and usher in more innovative achievements, so that the performance ushers in a new growth point
.
3.
Traditional Chinese medicine formula granules
3.
Traditional Chinese medicine formula granules
Traditional Chinese medicine formula granules have the advantage of being easy to take, in line with the fast-paced lifestyle of modern people, the market demand is obvious to all, coupled with the support of a series of favorable policies, there is a huge market blue ocean
.
Previously, the industry expected that by 2030, the market size of China's formula granules will reach 110.
2 billion yuan, and by 2030, the penetration rate will also increase to the range
of 25%-35%.
Analysts believe that the current Chinese medicine formula granules market space is huge, the future has a strong technical strength, and in the Chinese medicine industry chain traceability, Chinese herbal medicine quality control, production capacity and sales channels and other aspects of the head of the enterprise head enterprises are expected to become the beneficiaries
of industry expansion.
4.
Traditional Chinese medicine and medical treatment
4.
Traditional Chinese medicine and medical treatment
According to the data of the "China Health Statistics Yearbook 2020", the number of traditional Chinese medicine institutions in China in 2010 was 36,714 and then rose to 65,809 in 2019
.
By the end of 2020, the total number of TCM medical and health institutions in China has reached 72,355, an increase of 6,546 over 2019
.
As can be seen from the above, China's traditional Chinese medicine medical industry is constantly expanding
.
At the same time, the market is growing
.
It is understood that in 2019, the market size of traditional Chinese medicine health has reached 917 billion yuan
.
According to the current trend, the industry is expected to further expand the TCM medical industry as the state supports the expansion of the total amount of high-quality TCM medical resources and encourages social forces to run TCM at the grass-roots level
.
Among them, the vigorous development of TCM diagnosis and treatment and TCM subdivision track, especially will effectively drive the entire TCM health industry to set sail
.
5.
Traditional Chinese medicine goes to sea
5.
Traditional Chinese medicine goes to sea
In recent years, with the transformation of human health concepts and medical models, the unique advantages of traditional Chinese medicine have gradually been recognized and accepted
by more and more countries and regions.
Therefore, the pace of Chinese traditional Chinese medicine enterprises entering the international market has also begun to accelerate
.
According to reports, as of now, China has built 31 national export bases for traditional Chinese medicine services, and the total export trade of traditional Chinese medicine products during the "13th Five-Year Plan" period reached 28.
19 billion US dollars; the State Administration of Traditional Chinese Medicine has supported domestic traditional Chinese medicine institutions to build 30 high-quality Chinese medicine overseas centers in the "Belt and Road" countries.
The industry believes that with the continuous improvement of policies on the internationalization of traditional Chinese medicine, the continuous optimization of the environment, and the continuous increase in support, the pace of traditional Chinese medicine going out will continue to accelerate
.
Affected by this, many Chinese medicine companies will also usher in more overseas revenues
.
