The logic of the long-term development of medicine is still there, and the enthusiasm for the layout of public funds is unabated

As of October 19, only 10 stocks in the A-share market had risen more than 20 times in the past decade, three of them from the pharmaceutical and biological sectors, according to Wind.
recent years, although there have been some fluctuations in the pharmaceutical sector, many fund managers believe that medicine as a new need, the industry's long-term development logic is still there, investment opportunities are still worth looking forward to.
listed companies in the third quarter of the public fund figure from many listed companies in the third quarter report, the figure of public fund in which frequent.
For example, the third-quarter report of Jianyou shares shows that Xingquan Fit flexible allocation of hybrid funds and Xingquan Herun graded hybrid funds in the third quarter, respectively, increased their holdings of Jianyou shares 4.948 million shares and 3.343 million shares.
addition, Xingquan-Organic Growth 1 Asset Management Plan has been promoted to the top ten outstanding shareholders of Jianyou shares, with a total of 8.382 million shares.
, BOC Schroeder Growth Hybrid Fund, National Social Security Fund 109 portfolio, etc. also have a stake in Jianyou.
Is not unique, Zhifei Bio also in the third quarter by the rich countries Tianhui selected growth, China Merchants National Securities Biopharmaceutical Index and other public funds increased holdings, the two funds held 11 million shares and 10.43 million shares, respectively, the market value of positions reached 1.53 billion yuan and 1.454 billion yuan, respectively.
it is worth noting that both funds were among the top 10 new shareholders in circulation in the third quarter.
the pharmaceutical companies, which have received increased holdings from public funds, have performed well.
the first three quarters of this year, the company achieved operating income of RMB2,158 million, up 18.08 percent year-on-year, and net profit of RMB613 million, up 36.69 percent year-on-year.
the first three quarters of this year, Zhifei Bio achieved total operating income of RMB11,050 million, up 44.14% YoY, and net profit attributable to shareholders of the parent company of RMB2.479 billion, up 40.59% YoY.
, the first three quarters of Zhifei Bio's total operating income and net profit attributed to the mother have exceeded the full year 2019.
recent fund company layout enthusiasm, in addition, recently, the fund company layout pharmaceutical bio-sector enthusiasm, a number of fund companies have issued biopharmaceutical theme funds.
For example, the Yafonda Pharmaceutical Bio equity fund, launched on 19 October, is to be funded by Yang Qi, Ph.D., Concord Medical College, with 9 years of experience in investment and research in the pharmaceutical industry, focusing on investing in A-shares and outstanding pharmaceutical bio-stocks in Hong Kong Stock Exchange.
understood that, as the manager of the tool-based industry theme fund, Yang Is familiar with the cutting-edge technology and industrial trends of medicine, especially good at grasping the structural opportunities of the mid-view industry.
's equity assets as a percentage of the fund's assets are 80%-95% (of which Hong Kong shares do not exceed 50% of the equity assets), and the assets invested in pharmaceutical and bio-industry securities are not less than 80%.
refers to the "pharmaceutical and biological industry" including chemical and pharmaceutical, Traditional Chinese medicine, biological products, pharmaceutical business, medical equipment, medical services, such as more than a dozen sub-sectors.
present, the Esfangda Pharmaceutical Bio-Research Team, led by Yang Wei, has achieved full coverage of the above sub-sectors, and its long-term accumulated research results will provide a solid basis for investment decision-making.
Guangfa Fund began to issue Guangfa Pharmaceutical Health, which is to be managed by Wu Xingwu, which is also the second actively managed pharmaceutical theme fund created by Guangfa Fund, mainly to invest in the domestic market and the Hong Kong market with high growth and investment value of fine pharmaceutical health-related enterprises, the proposed fund manager Wu Xingwu.
Galaxy Securities statistics show that as of September 25, Guangfa Healthcare shares managed by Wu Xingwu have returned 168.04 percent in the past two years, ranking first among 18 similar funds (pharmaceutical and health industry equity funds).