Chinese medicine refers to the medicinal herbs used to prevent and treat diseases guided by the theory of Chinese medicine, usually including natural medicinal materials, Chinese herbal tablets and Chinese herbal preparations
.
The data shows that in recent years, the market scale of the traditional Chinese medicine industry is expanding, for example, in 2021, the revenue of proprietary Chinese medicine and traditional Chinese medicine pieces industry in China's pharmaceutical industry accounted for 17% and 7% respectively, reaching a total of about 24%, and the market size was close to 700 billion
.
There are huge investment opportunities in the three major segments of the traditional Chinese medicine sector! (Image source: Pharma Network)
The industry believes that the continuous development of the traditional Chinese medicine industry is mainly due to favorable policies
.
As not long ago, the joint prevention and control mechanism of the State Council announced that all localities should allocate sufficient proprietary Chinese medicines to grassroots medical and health institutions in accordance with the standard of serving 15%-20% of the population
.
The industry expects that the demand for related proprietary Chinese medicine products is expected to continue to expand
in the short term.
In addition, the State Food and Drug Administration also organized the drafting of the Regulations on the Protection of Varieties of Traditional Chinese Medicines (Revised Draft for Comments) and solicited public comments, and the adjustment of the draft of the Protection Regulations mainly involves four major aspects
: scope of protection, duration of protection, form of protection and withdrawal mechanism.
Some institutions believe that this revision is expected to accelerate the sales of proprietary Chinese medicines and promote the innovative research and development
of proprietary Chinese medicines.
Judging from a series of favorable documents, the industry generally believes that there are long-term development opportunities
in the traditional Chinese medicine sector.
Among them, investment opportunities in three major segments are worth paying attention to
.
Planting and primary processing of Chinese medicinal materials
Recently, the State Food and Drug Administration issued Several Measures on Further Strengthening the Scientific Supervision of Chinese Medicines and Promoting the Inheritance, Innovation and Development of Chinese Medicines, which mentioned that the supervision and inspection of Chinese medicine tablets, Chinese medicine formula granules and proprietary Chinese medicines should be continuously strengthened, and the extended inspection of Chinese medicinal materials should be carried out in an orderly manner
.
Further standardize the circulation and operation order of Chinese medicine pieces, Chinese medicine formula granules and proprietary Chinese medicines, and strengthen the quality supervision
of the use link.
In this regard, the industry expects that strengthening the quality supervision and management of Chinese medicinal materials will be one of the long-term tasks for the development of the traditional Chinese medicine industry, and with the continuous strengthening of supervision, it will further stabilize the high-quality supply of traditional Chinese medicinal materials, accelerate the clearance of the industry to achieve "good money drives out bad money", and promote the modernization and internationalization
of traditional Chinese medicine.
In this context, it is recommended to focus on leading companies
with early standardization of medicinal materials, better quality management, and high-quality Chinese medicinal materials.
Chinese herbal tablets and formula granules
At present, more and more Chinese medicine pieces have been included in the collective procurement
.
Analysts believe that the overall rules for the collective procurement of Chinese medicine pieces are clear and clear, highlighting the hierarchical management, high quality and competitive price to the greatest extent, which is conducive to improving the quality level of supply of Chinese medicine pieces, accelerating the formation of a unified national market for Chinese medicine pieces, and is expected to continue to expand the market share
of Chinese medicine pieces enterprises.
However, it should be noted that Chinese medicine formula granules undoubtedly require a higher level of technical process while achieving more controllable quality standards, flexible composition, and easy management
.
In this context, enterprises participating in the formulation of national standards and with advanced technology will have the right to speak and are expected to continue to share the growth dividends
of the industry.
Innovative medicine of traditional Chinese medicine
In recent years, China has issued a series of documents to promote the development of the Chinese medicine industry, mainly aimed at promoting and activating the innovation of Chinese medicine, such as the "Registration Classification and Declaration Data Requirements for Chinese Medicines", which broadens the scope of improved new drugs and encourages the secondary development of Chinese medicines; The "Key Work Tasks for Deepening the Reform of the Medical and Health System in 2022" was issued, listing the promotion of the revitalization and development of traditional Chinese medicine as one of the key tasks, and carrying out pilot projects of medical treatment, medical insurance and pharmaceutical linkage to promote the inheritance and innovative development of traditional Chinese medicine.
.
.
The introduction of numerous policies further demonstrates the state's support
for the innovative development of traditional Chinese medicine.
In the future, with the deep integration and innovation of new technologies and traditional Chinese medicine, the traditional Chinese medicine industry is expected to "blossom old trees and new flowers" and usher in more innovative achievements
.
In this regard, the industry recommends focusing on the progress of the approval of ancient classic formulas, famous old Chinese medicine prescriptions, and preparations of medical institutions, and is optimistic about the domestic Chinese medicine innovation leaders with abundant new Chinese medicine drugs under research
.
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