The traditional Chinese medicine sector has changed! Kangyuan Pharmaceutical rose more than 6%, and Dong Ejiao rose nearly 5%

News on January 12, the traditional Chinese medicine sector changed, in terms of individual stocks, Kangyuan Pharmaceutical rose by more than 6%, and Dong'a Jiao rose by nearly 5%, in addition, Jianmin Group, Pian Zixi, Zhongsheng Pharmaceutical, etc.
have followed suit
.
As of 10:53 on January 12, Kangyuan Pharmaceutical rose 6.
29%, with a quotation of 21.
62 yuan, a turnover of 330 million, a turnover rate of 2.
66%, and a price-to-earnings (TTM) of 32.
02
.
According to the data, Kangyuan Pharmaceutical is a modern, international and intelligent large-scale enterprise
committed to the research and development, production and sales of traditional Chinese medicine.
The analysis believes that the reasons for the rise of the stock include concepts such as traditional Chinese medicine and pharmaceutical business
.
In terms of Internet development, since 2015, Kangyuan Pharmaceutical has hired relevant talents from the industry and started to develop e-commerce business
.
The company's major shareholder, Kangyuan Group, has established a pharmaceutical commercial company and has an Internet license
.
In terms of traditional Chinese medicine, the company has a total of 44 drugs that are exclusive varieties of traditional Chinese medicine and 4 protected varieties of traditional Chinese medicine
.
On the news, on January 9, Kangyuan Pharmaceutical issued an announcement on the inclusion of the company's varieties in the diagnosis and treatment plan (trial version 10), including dispersing cold and wet granules, hot poisoning injection, Huoxiang zhengqi capsules (mixture, water), etc
.
The company expects that the release of this diagnosis and treatment plan will have a positive impact on the marketing and sales of dispersing cold and wet granules, hot poisoning injection and other varieties, but the sales of the above products are affected by the epidemic and other factors, and the impact on the company's recent business performance cannot be estimated for the time being, please pay attention to the investment risks
.
In addition, recently some media reported that Kangyuan Pharmaceutical started full power production and did not stop production during the Spring Festival
.
As of 10:53 on January 12, Dongea Ejiao rose 4.
89%, the quotation was 42.
65 yuan, the turnover was 200 million, the turnover rate was 0.
72%, and the price-earnings (TTM) was 42.
78
.
For the reasons for the change in the stock, the analysis believes that Dong Ejiao is a leading enterprise in the ejiao industry, with a nourishing national treasure brand image, and the company has three main varieties, including ejiao block, compound ejiao pulp and peach blossom ji ejiao cake
.
The pharmaceutical and health care industry in which the company is located will continue to grow with the increase in residents' income level, demographic changes, government policy support and people's awareness of medical care
.
In addition, as of 10:53 on January 12, Jianmin Group rose 2.
17%, quoted 56.
42 yuan, with a turnover of 68.
64 million, a turnover rate of 0.
79%, and a price-to-earnings (TTM) of 21.
98
.
As of 10:53 on January 12, Pian Zixi rose slightly by 1.
69%, with a quotation of 295.
71 yuan, a turnover of 648 million, a turnover rate of 0.
36%, and a price-to-earnings (TTM) of 72.
16
.
As of 10:53 on January 12, Zhongsheng Pharmaceutical rose 2.
64%, with a quotation of 28.
36 yuan, a turnover of 1.
324 billion, a turnover rate of 6.
61%, and a price-to-earnings (TTM) of 108.
64
.
.
.
.
.
.
.
According to the weekly report of the traditional Chinese medicine industry recently released by Xiangcai Securities, the overall rebound of the pharmaceutical sector last week, and the increase in the traditional Chinese medicine sector was relatively small
.
Traditional Chinese Medicine II closed at 7219.
29 points, up 0.
69%.

The report points out that in view of the normalization of prevention and control and the possible recurrence in the future, it is expected that the demand for Chinese medicines, especially those related to prevention and treatment, will remain high in the short and medium term, and it is recommended to pay attention to the opportunities
of Chinese medicines under prevention and control.
The bank believes that in 2023, the investment value of the traditional Chinese medicine industry will remain unchanged, and it is optimistic about the investment opportunities in the traditional Chinese medicine industry jointly constructed by "favorable policies + performance out of the low point + low valuation", and recommends paying attention to three main investment lines: inheriting the innovation line, focusing on innovative traditional Chinese medicine and branded traditional Chinese medicine; Centralized procurement of dual catalog driving line, focusing on exclusive varieties and OTC varieties; Anti-epidemic line, focusing on anti-epidemic related Chinese medicines in the new stage of epidemic prevention and control
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.