The pharmaceutical business sector rose sharply, and many stocks such as Kaikai Industrial rose to the limit

【Pharmaceutical Network Pharmaceutical Stock Market】On November 17, the pharmaceutical business sector rose sharply, individual stocks, at 10:40, Kaikai Industry, First Pharmaceutical, Shuyu Civilian rose 8.
39%, YaoTesco rose 7.
90%, and Da Shenlin, Liu Yao Group, Jianzhijia and so on followed suit
.
As of 10:40 on November 17, Kaikai Industrial has a price of 11.
85 yuan, a turnover of 149 million, a turnover rate of 8.
12%, and a price-to-earnings (TTM) of 60.
09
.
From the analysis point of view, Kaikai Industry is mainly engaged in the production and sales of clothing and the circulation of traditional Chinese medicine, of which the pharmaceutical industry is mainly the wholesale, retail and western patent medicine, traditional Chinese medicine pharmaceutical services under the brand of "Lei Yunshang" and the production and sales of high-end tonics of its own brand "Shanglei" brand, with strong brand value and market influence, and the annual main business income is 750 million yuan
.
The company's main commercial properties are located in the core area
of downtown Shanghai.
On May 10, 2019, the company announced that its wholly-owned subsidiary, Lei Yunshang, holds 100% of the equity of Shibei Outpatient Department, which will be a project reserve
for accelerating the strategic transformation and development from "pharmaceutical circulation enterprise" to "medical and health industry" in the future.
As of 10:40 on November 17, First Pharmaceutical's price was 14.
41 yuan, the turnover was 237 million, the turnover rate was 7.
60%, and the price-to-earnings (TTM) was 36.
54
.
First Medicine has a certain brand influence in the pharmaceutical circulation enterprises in Shanghai, the business scope covers Chinese and Western medicines, nutritional health products, medical devices, Chinese medicine pieces and other major market areas, in addition, the company is located in Nanjing Road Pedestrian Street First Medicine Store, over the years retail single store business performance in the industry and market has advantages
。 The company actively adjusts the commodity structure, accelerates the introduction of categories and varieties that are compatible with the concept of "big health", expands its own brand customized goods, enriches and meets consumer demand, and at the same time optimizes the quality of business services by improving the service level of the pharmaceutical industry, promoting the transformation of traditional operations, exploring the linkage model of physical operation + Internet, creating convenient ways for healthy consumption, and striving to gradually release the potential demand market
for health.
In terms of news, it was mainly affected
by the news that the sales of epidemic prevention drugs had increased month-on-month after the release of 20 articles.
Recently, some media reported that pharmacies in some areas have run out of cold medicine
.
In autumn and winter, in addition to Lianhuaqingwei's hot sales, the sales of other cold and epidemic prevention drugs increased month-on-month, but there was no out-of-stock phenomenon
.
On November 15, Jointown also mentioned on the investor interactive platform that before and after the 20 articles came out, the market demand for epidemic prevention drugs and equipment increased, and the sales of epidemic prevention drugs such as Lianhua Qingwei, Kewei, and Cold Ling grew rapidly
.
The industry believes that the expectation of good consumption scenarios in pharmacies has been strengthened, and the growth rate of Q4 same-store stores will increase
month-on-month.
The proportion of the four types of drugs available in households in pharmacies has reached about 15%, and after the residents' awareness of self-treatment and prevention is enhanced, the increase in customer traffic will promote the sales of the four types of
drugs.
Soochow Securities pointed out in the research report that the "twenty articles" are conducive to the recovery of consumer medical treatment such as medical beauty and pharmacies, but at the same time, herd immunity appears, the demand for respiratory cough medicines, antipyretics and other drugs will also increase significantly, and the demand for antigens for home self-testing will also be obvious
.
Relevant listed companies will benefit significantly
.
Looking ahead, the bank believes that the pharmacy sector will continue to grow
steadily under the trend of increasing industry concentration and chaining rate.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.