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In 2021, the Chinese medicine sector has been showing a continuous trend of positive development.
A large number of companies’ stock prices have risen very brightly.
Among them, Jianmin Group and Guangyuyuan have increased by more than 100% this year
.
In this regard, the industry generally believes that this is caused by the support of a series of favorable policies in the Chinese medicine sector
.
It is understood that in 2021, there will be "Several Policy Measures on Accelerating the Development of Traditional Chinese Medicine Characteristics", "Opinions on Further Strengthening the Work of Traditional Chinese Medicine in General Hospitals to Promote the Coordinated Development of Traditional Chinese and Western Medicine", and "Implementation Plan for the Communication of Traditional Chinese Medicine".
(2021-2025)", "Registration Classification and Application Information Requirements of Chinese Medicines".
.
.
a series of heavy documents were released, which continued to promote the innovation and high-quality development of the Chinese medicine industry, as well as the continuous expansion of the market
.
It is worth noting that the National Medical Insurance Administration and the State Administration of Traditional Chinese Medicine have recently issued the "Guiding Opinions on Medical Insurance Supporting the Inheritance and Innovative Development of Traditional Chinese Medicine" (hereinafter referred to as the "Opinions")
.
Among them, the "Opinions" emphasized the importance of medical insurance to support the innovative development of traditional Chinese medicine, and will promote the deepening reform of the payment method of traditional Chinese medical insurance
.
In addition, the "Opinions" also put "full understanding of the importance of medical insurance in supporting the inheritance and innovative development of traditional Chinese medicine" as the headline content, and raised the development of traditional Chinese medicine to a very high policy level
.
The industry believes that from an overall point of view, the "Opinions" tilts medical resources more in the field of Chinese medicine, reflecting the government's great importance to the healthy development of the Chinese medicine industry
.
In the future, with the release of the dividends of the Chinese medicine policy, the entire Chinese medicine industry will usher in a golden period of more standardized development, and the domestic Chinese medicine market is expected to continue to expand; at the same time, many Chinese medicine companies will also stand on the new frontier of development
.
In fact, under the influence of a series of favorable policies, the development of the Chinese medicine industry has obviously begun to accelerate in recent years
.
Among them, in terms of innovative drugs, according to incomplete statistics, more than 10 innovative Chinese medicines have been approved in 2021.
The approved new drugs are widely distributed in the field of disease treatment, covering multiple fields such as respiratory, nerve, and digestion.
.
In addition to the continuous increase in the number of innovative Chinese medicines, there are data showing that the Chinese medicine manufacturing market is also expanding.
From 2016 to 2020, China's Chinese medicine manufacturing market has increased from 63.
7 billion yuan to 73.
7 billion yuan, with an average annual compound growth rate.
The rate is 3.
7%
.
According to this trend, the industry predicts that by 2025, the size of this market may reach RMB 4,807.
17 billion
.
It is worth mentioning that not only Chinese medicine companies are accelerating their development.
Many domestic Chinese medicine-related pharmaceutical equipment companies, university laboratories, and research institutes have also developed a large number of Chinese medicine equipment in terms of efficiency, energy saving, and intelligence.
The research work is accelerating the technological innovation and improvement of equipment in order to better serve the development of the Chinese medicine industry
.
From the above point of view, the analysis believes that with the intensification of population aging, the base of chronic disease patients continues to expand, and the rigid demand for traditional Chinese medicine continues to grow; and the continuous support of domestic favorable policies and the guidance of various localities to respond to the impact, the development of the traditional Chinese medicine industry will Entering the fast lane, although opportunities will coexist with challenges in the development process, at the same time, a large number of companies will usher in benefits
.
The industry suggests that in this context, investors can look for high-quality Chinese medicine brands and focus on leading Chinese medicine companies
.
Among them, especially those with exclusive varieties, strong innovation ability, strong attributes of consumer goods companies such as Pien Tze Huang, Tong Ren Tang, Jianmin Group; and Chinese medicine granules Chinese medicine leading enterprises, China Resources Sanjiu red medicine and so on
.
A large number of companies’ stock prices have risen very brightly.
Among them, Jianmin Group and Guangyuyuan have increased by more than 100% this year
.
In this regard, the industry generally believes that this is caused by the support of a series of favorable policies in the Chinese medicine sector
.
It is understood that in 2021, there will be "Several Policy Measures on Accelerating the Development of Traditional Chinese Medicine Characteristics", "Opinions on Further Strengthening the Work of Traditional Chinese Medicine in General Hospitals to Promote the Coordinated Development of Traditional Chinese and Western Medicine", and "Implementation Plan for the Communication of Traditional Chinese Medicine".
(2021-2025)", "Registration Classification and Application Information Requirements of Chinese Medicines".
.
.
a series of heavy documents were released, which continued to promote the innovation and high-quality development of the Chinese medicine industry, as well as the continuous expansion of the market
.
It is worth noting that the National Medical Insurance Administration and the State Administration of Traditional Chinese Medicine have recently issued the "Guiding Opinions on Medical Insurance Supporting the Inheritance and Innovative Development of Traditional Chinese Medicine" (hereinafter referred to as the "Opinions")
.
Among them, the "Opinions" emphasized the importance of medical insurance to support the innovative development of traditional Chinese medicine, and will promote the deepening reform of the payment method of traditional Chinese medical insurance
.
In addition, the "Opinions" also put "full understanding of the importance of medical insurance in supporting the inheritance and innovative development of traditional Chinese medicine" as the headline content, and raised the development of traditional Chinese medicine to a very high policy level
.
The industry believes that from an overall point of view, the "Opinions" tilts medical resources more in the field of Chinese medicine, reflecting the government's great importance to the healthy development of the Chinese medicine industry
.
In the future, with the release of the dividends of the Chinese medicine policy, the entire Chinese medicine industry will usher in a golden period of more standardized development, and the domestic Chinese medicine market is expected to continue to expand; at the same time, many Chinese medicine companies will also stand on the new frontier of development
.
In fact, under the influence of a series of favorable policies, the development of the Chinese medicine industry has obviously begun to accelerate in recent years
.
Among them, in terms of innovative drugs, according to incomplete statistics, more than 10 innovative Chinese medicines have been approved in 2021.
The approved new drugs are widely distributed in the field of disease treatment, covering multiple fields such as respiratory, nerve, and digestion.
.
In addition to the continuous increase in the number of innovative Chinese medicines, there are data showing that the Chinese medicine manufacturing market is also expanding.
From 2016 to 2020, China's Chinese medicine manufacturing market has increased from 63.
7 billion yuan to 73.
7 billion yuan, with an average annual compound growth rate.
The rate is 3.
7%
.
According to this trend, the industry predicts that by 2025, the size of this market may reach RMB 4,807.
17 billion
.
It is worth mentioning that not only Chinese medicine companies are accelerating their development.
Many domestic Chinese medicine-related pharmaceutical equipment companies, university laboratories, and research institutes have also developed a large number of Chinese medicine equipment in terms of efficiency, energy saving, and intelligence.
The research work is accelerating the technological innovation and improvement of equipment in order to better serve the development of the Chinese medicine industry
.
From the above point of view, the analysis believes that with the intensification of population aging, the base of chronic disease patients continues to expand, and the rigid demand for traditional Chinese medicine continues to grow; and the continuous support of domestic favorable policies and the guidance of various localities to respond to the impact, the development of the traditional Chinese medicine industry will Entering the fast lane, although opportunities will coexist with challenges in the development process, at the same time, a large number of companies will usher in benefits
.
The industry suggests that in this context, investors can look for high-quality Chinese medicine brands and focus on leading Chinese medicine companies
.
Among them, especially those with exclusive varieties, strong innovation ability, strong attributes of consumer goods companies such as Pien Tze Huang, Tong Ren Tang, Jianmin Group; and Chinese medicine granules Chinese medicine leading enterprises, China Resources Sanjiu red medicine and so on
.