The pharmaceutical business sector has soared again! Liuyao Group touched the limit of increase, and Jianzhijia rose more than 5%

News on November 28, the pharmaceutical business sector rose
sharply again.
From the perspective of individual stocks, Liuyao Group touched the price limit, Jianzhijia rose by more than 5%, Yixintang, People's Tongtai, *ST Bikang, First Pharmaceutical, Laomin, Yifeng Pharmacy, etc.
followed suit
.
Among them, Liuyao Group opened the limit at 9:55 on November 28, and as of 10:43, the stock rose more than 9%, with a quotation of 21.
66 yuan, a turnover of 391 million, a turnover rate of 5.
01%, and a price-to-earnings (TTM) of 12.
25
.
Liuyao Group is a comprehensive pharmaceutical listed enterprise, after years of intensive cultivation, the company has gradually formed a comprehensive pharmaceutical health industry group business system
with "pharmaceutical wholesale, pharmaceutical retail, pharmaceutical industry as the main business, supply chain value-added services, pharmaceutical Internet services, terminal health services and other innovative businesses coordinated development" 。 It is reported that Liuyao Group has built a deep and extensive service network in the field of pharmaceutical circulation, accumulated rich channel customer resources, and has become a distributor of major pharmaceutical and device manufacturers at home and abroad in Guangxi, and the company has set up subsidiaries in various core cities in Guangxi, and its business covers hospitals above grade II in the region
.
In addition, Guizhong Pharmacy, a subsidiary of the company, as a local long-established pharmaceutical retail chain pharmacy, has obvious
advantages in the integrated channel of batch zero.
As of 10:43, Jianzhijia rose 5.
76%, the quotation was 87.
59 yuan, the turnover was 108 million, the turnover rate was 2.
12%, and the price-to-earnings (TTM) was 29.
25
.
Jianzhijia is mainly engaged in the chain retail business of health products such as medicines, health foods, personal care products, family health products, convenience foods, daily consumables, etc.
, and provides related professional services
.
In recent years, in order to adapt to the changes in market demand, the company has actively explored the expansion from single drug sales to professional health comprehensive services, and established a professional chronic disease management system
.
In addition, the company also provides professional pharmaceutical services, skin care consultation, health and nutrition consultation and other comprehensive health services, providing customers with disease consultation, medication guidance, disease prevention, nutritional health care, Chinese medicine health preservation, healthy diet and lifestyle improvement suggestions
.
In terms of news, it is mainly affected by the "20 Articles" optimization policy, triggering short-term bullish sentiment in the market, in addition, long-term factors such as the continuous promotion of prescription outflow and the return period after the expansion of chain pharmacies are also supporting factors
for the rise of the pharmaceutical business sector.
The industry believes that the chain pharmacy industry has ushered in a double repair
of valuation and performance.
The data shows that a total of 24 stocks in the pharmaceutical circulation sector are included in the statistics, and the sector achieved a total revenue of 630.
5 billion yuan in the first three quarters, a year-on-year growth rate of 6.
51%; Net profit was 16.
76 billion yuan, a year-on-year growth rate of -1.
74%.

Wanhe Securities said in the research report that at present, some pharmaceutical circulation enterprises have laid out the upstream pharmaceutical industry sector and downstream pharmacy retail to achieve industrial chain integration, thereby further opening up long-term performance growth space
。 From the perspective of industry development, at present, China's pharmaceutical circulation market has maintained stable and good development, the trend of industry concentration has accelerated, smart supply chain services have promoted the reengineering of channel value of circulation enterprises, Internet information technology has empowered traditional business formats, promoted the digital transformation of the circulation industry, accelerated the extension of the large health industry chain, realized the coordinated development of the industry, accelerated the development of policy dividends for innovation in the traditional Chinese medicine industry, accelerated the centralized procurement of equipment consumables and localized substitution
。 It is worth mentioning that on November 18, the pharmaceutical business sector also showed a change in the rise, at that time China Pharmaceutical rose to the limit, First Pharmaceutical rose by more than 5%, Ruikang Pharmaceutical, Liuyao Group, Shanghai Pharmaceutical, etc
.
followed suit.
Before the "20 articles", the increase in pharmaceutical business in the past month had exceeded 26%, and the cumulative increase in half a year reached 48.
72%.