The long-term development of the pharmaceutical sector is optimistic, and these four subdivisions are worth paying attention to!

【Pharmaceutical Network Market Analysis】Recently, it was reported that Novo Nordisk announced the investment of 400 million yuan to establish Novo Nordisk (Shanghai) Investment Co.
, Ltd.
to control its production, trade, research and development and other businesses in Chinese mainland, in order to integrate and optimize the company's business resources
in China.
It is understood that in the five years since participating in the Expo, Novo Nordisk has invested in China five times, with a total investment of more than 2.
5 billion yuan
.
The development of the pharmaceutical sector is optimistic, and these four subdivisions are worth paying attention to! (Image source: Pharma Network) In addition, on November 5, AstraZeneca also announced that it will further deepen cooperation with the Qingdao municipal government to establish an inhalation aerosol factory in Qingdao High-tech Zone, support Qingdao to build an innovation highland for the diagnosis and treatment of rare diseases, and set up Qingdao Smart Medical Innovation Center and Qingdao International Life Science Innovation Park
.
It is worth noting that up to now, dozens of multinational pharmaceutical and medical device companies have announced new actions in China at the fifth CIIE, including direct investment, cooperation with local enterprises, and localized production
.
It is clear from the above that China has become an important area for
multinational pharmaceutical investment.
In fact, in order to further promote the research and development and commercialization of new drugs, investment and financing in the pharmaceutical industry have become very common
in recent years.
The industry believes that investment and financing data has a predictive effect
on the performance of the secondary market.
From the current point of view, the investment opportunities in China's pharmaceutical and health market are highly optimistic
.
So from the long-term perspective of the pharmaceutical sector, what are the investment opportunities that can be focused? In this regard, the industry proposed that the following four major subdivisions
can be paid attention to.
I.
Innovative drugs and industrial chain Innovation is the driving force for the development of enterprises, and with the country's vigorous promotion of pharmaceutical innovation and years of R&D investment and accumulation by domestic pharmaceutical companies, domestic innovative drugs are increasingly emerging overseas
.
In this regard, the industry said that in the future, innovative drug companies that differentiate/truly meet clinical needs will usher in more investment opportunities
.
In terms of innovative pharmaceutical companies, the industry recommends paying attention to: Hengrui Pharmaceutical, BeiGene, Innovent Biologics, Remegen, Akeso, Zai Lab, Haisco and Haichuang Pharmaceutical, etc.
CXO recommends paying attention to: Sunshine Novo, Baicheng Pharma, WuXi AppTec and WuXi Biologics, etc
.
Second, the medical equipment sector At present, under the encouragement of innovative medical devices, the marginal easing of centralized procurement policies, and the financial subsidy loan to support equipment renewal, the market of the medical device sector has begun to repair, of which the overall performance in the third quarter is outstanding, such as BGI Intelligent Manufacturing, Cap Biotechnology, Sinocare Biotechnology, Kaikai Medical and many other companies have achieved a year-on-year increase
in net profit attributable to the parent in the third quarter 。 Analysts believe that the medical equipment industry has good growth and independent and controllable attributes relative to the entire industry, and the industry increment in the next two years is relatively large, and it can be expected that the head companies that carry out high-end upgrade equipment and challenge imports have greater opportunities
.
It can focus on United Imaging Medical, Kai Medical and Mindray Medical, which have benefited significantly.
At the same time, it is also recommended to pay attention to the accelerated release of their own performance, low valuation of Edang Instruments and Xinhua Medical
.
Third, the traditional Chinese medicine sector In recent years, from top-level design to specific measures, the state has introduced a number of policies to encourage the development of
traditional Chinese medicine.
Benefiting from this, while the Chinese medicine industry is developing rapidly, related enterprises are also ushering in more opportunities
.
It is reported that in the third quarter of this year, nearly 40% of the traditional Chinese medicine enterprises achieved double growth in revenue and net profit attributable to the parent, of which Baiyunshan, Yunnan Baiyao, Pian Tsaixi, Jeju Pharmaceutical, and China Resources Sanjiu returned to the parent with higher net profits, achieving 884 million yuan, 804 million yuan, 738 million yuan, 577 million yuan and 519 million yuan
respectively.
Affected by the favorable policies and the good performance of the third quarter, the Chinese medicine sector ushered in a contrarian upward trend, rising by nearly 20%
since the end of September.
The industry believes that the current valuation of the sector is low, and with the intensive increase of favorable policies and the improvement of corporate operations, the sector will usher in a double repair
of valuation and performance.
In this context, the industry is optimistic about the vitality of the reform of state-owned enterprises of traditional Chinese medicine enterprises, as well as the modernization direction
of traditional Chinese medicine through formula granules and new Chinese medicines.
4.
Consumer medical sector As basic medical needs are satisfied, consumers' demand for higher quality and personalized medical care is growing, and the consumer medical market continues to expand
.
It is worth mentioning that with the advancement of medical technology, in the past, high-end medical services have sunk to the ordinary consumer market, medical consumers have continued to expand, and the market space has continued to open up, while some subdivisions in consumer medical care such as medical cosmetology and ophthalmology are attracting more and more capital intervention
.
As basic medical needs are met, the industry believes that consumers' demand for higher quality, personalized medical care will continue to grow
.
In fact, at present, stomatology, ophthalmology, assisted reproduction, health examination, medical beauty and other subdivisions have been paid attention to by the industry, and some capital is also accelerating the layout
in subdivisions.
For example, Legend Capital has made a layout in the fields of early screening, contact lenses, etc.
, and home testing, upstream consumables companies in the life science field are also the direction
of its attention.
In this field, the industry suggests that in the future, we can focus on: 1.
Ophthalmic medical services and products: Aier Ophthalmology, Tongce Medical, Xingqi Eye Medicine, He's Ophthalmology, OPCOM Vision and Aibo Medical; 2.
Pharmaceutical companies with medical cosmetology: Huadong Medicine, Changchun High-tech, etc
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.