The heavy-holding stocks of the pharmaceutical fund are exposed!

The position of pharmaceutical funds has been closely watched
.
As of March 23, the net value of several pharmaceutical securities investment funds including Southern Pharmaceutical Innovation Stock A, Fuguo Biomedical Technology Hybrid C, and Galaxy Pharmaceutical Hybrid rose, and new heavy-holding stocks also surfaced
.
Judging from the top ten heavyweight stocks held by these funds, individual stocks mainly focus on sub-sectors such as CXO, medical equipment, medical services, pharmaceutical equipment, and traditional Chinese medicine
.
The heavy-holding stocks of the pharmaceutical fund are exposed! Mainly focus on these sectors (photo source: Pharmaceutical Network) For example, the top ten heavyweight stocks of Huatai-Pineapple Biopharmaceutical Mixed C include WuXi AppTec, Asymchem, Puluo Pharmaceuticals, and Proton shares, accounting for four CXO stocks.
than nearly half
.
Among them, WuXi PharmaTech holds 9.
45% of the shares, holds 587,491 shares, and holds a market value of 69.
664 million yuan; Asymchem holds 7.
32%, holds 124,100 shares, and holds a market value of 53.
9835 million yuan; , Proton shares accounted for more than 6% of the shares
.
The new periodic report of Southern Pharmaceutical Innovation Stock A shows that CXO stocks account for half of the top ten heavyweight stocks, including Yaoshi Technology, Tigermed, WuXi AppTec, Asymchem, GenScript Biotechnology, and Zhaoyan New Drug
.
Among them, Yaoshi Technology, Tigermed, and WuXi PharmaTech all accounted for more than 6% of their positions, with 1,353,728, 1,489,971, and 1,477,134 (shares) holdings, respectively, and the market value of their positions was 192 million, 190 million, and 175 million (RMB)
.
In addition, the CXO stocks of the top ten heavyweight stocks of Wells Fargo Biomedical Technology Mixed C include WuXi AppTec, Pharmaron, Asymchem, Medicilon, etc.
; the CXO stocks of the top ten heavyweight stocks of Galaxy Pharmaceutical Mixed C include Asymchem, Asymchem, Asymchem, etc.
Tigermed, Yaoshi Technology, WuXi AppTec, Zhaoyan New Drug, etc.
; the top 10 heavyweight stocks of Cinda Aoyin Pharmaceutical Health Mix also include Medicilon, Zhaoyan New Drug, WuXi AppTec, Tigermed, Kanglong Chemical and other CXOs Figures of individual stocks
.
It is not difficult to see that the leading companies in the CXO sector are favored by pharmaceutical funds
.
CXO refers to a series of outsourcing activities in the process of drug research and development, clinical trials, production and marketing, and its main market is concentrated on CRO R&D and production outsourcing.

.
In recent years, under the rapid development of the innovative drug industry, the domestic CRO industry has ushered in rapid development.
With the rise of domestic innovative drugs and the transfer of the global pharmaceutical R&D industry chain to developing countries, the domestic CRO industry has considerable prospects.
The CRO market share can account for about 14% of the global CRO market
.
Recently, it is also the annual report disclosure period of major companies
.
Judging from the CRO companies that have disclosed their annual report performance, WuXi PharmaTech’s net profit increased by 72% year-on-year, Tigermed’s net profit increased by 66.
07% year-on-year, and Proton’s net profit increased by 61.
49% year-on-year.
In addition, YaoShi Technology expects net profit to increase Over 160%
.
The industry believes that the leading companies in the CXO sector such as WuXi AppTec, YaoShi Technology, Tigermed, and Proton are all potential stocks
.
In the secondary market, after the CRO concept passed the low point in February, the sector as a whole rose, and the overall index rebounded by more than 20%, significantly stronger than the broader market in the same period
.
In addition to CXO, the leading companies in the medical device sector, Mindray Medical, Huitai Medical, Tongce Medical, Tofflon in the pharmaceutical equipment sector, Aier Ophthalmology, Opsikang in the medical service sector, and Pien Tze Huang in the traditional Chinese medicine sector also Ranked among the top ten holding stocks of some pharmaceutical funds
.
From the perspective of these sub-sectors, the industry's prosperity is relatively high
.
For example, medical devices, in the context of an aging population, escalating medical needs, and per capita medical expenditures, the medical device industry, as a just-needed product for patient treatment, is expected to continue to improve; the pharmaceutical equipment industry is accelerating its upgrading and import substitution in the pharmaceutical industry.
There is a large market space under the background of the Chinese medicine industry; another example is traditional Chinese medicine.
The traditional Chinese medicine industry is an important part of China's pharmaceutical industry.
In recent years, a series of favorable policies of the state have supported the development of the traditional Chinese medicine industry, and the industry's prosperity is also quietly picking up
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.