The pharmaceutical sector rose, and many stocks such as Xintian Pharmaceutical touched the limit!

【Pharmaceutical Network Pharmaceutical Stock Market】News on October 28, the pharmaceutical sector rose, Xintian Pharmaceutical, Kazakhstan Sanlian and other stocks touched the limit, Luoxin Pharmaceutical, Zuoli Pharmaceutical, Wohua Pharmaceutical, Lingrui Pharmaceutical, Watson Pharmaceutical, etc
.
have followed.
Xintian Pharmaceutical hit the limit in the session on October 28, as of 9:44 on the 28th, the stock was quoted at 16.
13 yuan, with a turnover of 362 million, a turnover rate of 9.
89%, and a price-to-earnings (TTM) of 33.
62
.
The stock has risen and stopped 19 times in
the past year.
For the reasons for the change in the stock, the analysis believes that there are two aspects, one of which is that the company's main business is the research and development, production and sales
of proprietary Chinese medicines.
The company's main products are Kuntai capsules, Ningbitai capsules, sophora gel, summer dry grass oral liquid, yellow cedar capsules, menstrual revitalization capsules, angelica blood oral liquid, Xinlikang capsules, hot leaching tablets, Xinlikang granules, dragon palm mouth liquid, cold cough capsules, hot leaching syrup, anti-stasis and lipid lowering capsules; Second, the main research and development areas of the shareholding company Huilun Biologics include generic drugs and innovative drugs
for anti-tumor, cardiovascular and cerebrovascular, respiratory and digestive diseases.
From the perspective of the traditional Chinese medicine formula granule industry to which it belongs, Southwest Securities believes that under the acceleration of the switch to the national standard, the national standard products are expected to gradually achieve volume
in the third and fourth quarters of 2022.
In addition, the market size of formulated granules increased from 10.
7 billion yuan in 2016 to 25.
5 billion yuan
in 2020.
It is estimated that the replacement rate of China's future formula granules is about 50%, and the market of 100 billion yuan will be opened in the future
.
In addition to Xintian Pharmaceutical, Kazakhstan Sanlian also opened the limit in the session today, quoting 15.
08 yuan, with a turnover of 304 million, a turnover rate of 11.
64%, and a price-earnings (TTM) loss
.
The stock has risen and stopped 6 times in
the past year.
According to the data, the company specializes in the research and development, production and sales of chemical preparations, and the indications of the products include nervous system, cardiovascular and cerebrovascular, musculoskeletal, systemic anti-infection, anti-tumor, as well as regulating water, electrolyte and acid-base balance, supplemental nutrition and other medical fields
。 The stock is a medical beauty concept stock, the company's shareholding company Shuerjia production products include medical hyaluronic acid nano repair patch, medical hyaluronic acid nano repair liquid, hyaluronic acid nano repair patch, hyaluronic acid nano repair patch (black film), recombinant collagen water light repair patch, recombinant collagen multi-effect repair patch, hyaluronic acid sodium repair spray, B5 emergency care spray, recombinant collagen water light repair spray, etc.

Recently, the trend of medical beauty concept stocks has been active, especially on the 26th, Betteni rose nearly 15% intraday, Kazakhstan Sanlian, Innovative Medical, Special One Pharmaceutical, etc.
, Amec, Haohai Shengke, Huadong Pharmaceutical, etc
.
have followed.
Fundamentally, recently in the disclosure period of the third quarterly report of listed companies, a number of medical cosmetology companies disclosed the performance data of the first three quarters, and the net profit increased significantly, such as the strong growth rate of the medical cosmetology sector of East China Medicine, a year-on-year increase of 113.
7% (excluding Ningbo, East China), the net profit of Amec increased by about 40% year-on-year, and the net profit of Bethany increased by 45.
6%
year-on-year.
Some securities institutions pointed out that as a beauty economy, consumer demand is being released, and the core logic of growth includes increased penetration, regularization, light medical beauty, and localization
.
Statistics from Frost & Sullivan show that from 2009 to 2019, the penetration rate of medical cosmetology in China has continued to increase, from 0.
1% to 3.
6%, but it is still far behind
that of major countries in the world.
Compared with the United States, South Korea and Japan, their penetration rates are 16.
6%, 20.
5% and 11%
respectively.
China's penetration rate should still have room for
improvement by more than five times.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.