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[Pharmaceutical Network Market Analysis] Recently, Chinese medicine stocks have risen collectively.
The analysis believes that it is mainly related to factors such as the general increase in the price of Chinese herbal medicines, which drives the downstream prices higher, the frequent introduction of favorable policies, and the strong consumption attributes of Chinese medicine itself
.
Under the escort of the policy, the Chinese medicine industry is expected to usher in a new life! These companies are optimistic (Photo source: Pharmaceutical Network) Many institutions are optimistic about the future development space of the Chinese medicine industry
.
Among them, some institutions believe that under the careful care of policies, the traditional Chinese medicine industry is expected to usher in a new life
.
It is recommended to pay attention to the two sub-tracks of traditional Chinese medicine formula granules and traditional Chinese medicine innovative drugs, and be optimistic about the giants of traditional Chinese medicine formula granules with integrated and scale advantages, such as Hongri Pharmaceutical, China Resources Sanjiu, etc.
; as well as the giants of traditional Chinese medicine innovative drugs with outstanding research and development capabilities , such as Yiling Pharmaceutical and so on
.
The 2021 performance report released by Hongri Pharmaceutical recently showed that the company's net profit in 2021 increased by more than 20% year-on-year
.
In this regard, the company stated that the main reason is that the company strengthened resource allocation and business synergy during the reporting period, actively deployed and seized market opportunities, and continued a good business situation
.
Among them, in terms of the traditional Chinese medicine formula granule business, the company continued to strengthen the national production capacity layout, continued to improve the market coverage and the penetration rate of the stock market, and achieved a significant increase in revenue and profit compared with the same period of the previous year
.
With the completion of the pilot program of traditional Chinese medicine formula granules, the tens of billions market will be expanded, and companies that are the first to enter the market are expected to benefit significantly
.
It is understood that after years of development, Hongri Pharmaceutical has covered many fields such as finished drugs, traditional Chinese medicine granules, raw and auxiliary materials, medical devices, medical and health services, and smart supply chains of pharmaceutical devices
.
Among them, in the field of traditional Chinese medicine formula granules, Hongri Pharmaceutical has long-term accumulated experience, high production capacity and rich reserve varieties
.
The industry believes that the company's formula granule business will benefit from the release of sales channels and prescription rights under the implementation of the national standard, and the market substitution of Chinese patent medicines and Chinese herbal decoction pieces
.
CR Sanjiu Traditional Chinese Medicine Formula Granules is the RX prescription drug business of China Resources Sanjiu.
Since becoming a pilot unit of traditional Chinese medicine formula granules, the company has been able to produce more than 600 varieties of traditional Chinese medicine formula granules, and about 50 local commonly used varieties are added every year
.
In recent years, the company's formula granule business has grown steadily.
In 2020, the revenue of the formula granule business has exceeded 2 billion yuan, occupying a place in the domestic market
.
It is reported that the company is actively embracing digitalization and deploying intelligent manufacturing of formula granules
.
For example, on the sales side, China Resources Sanjiu owns a modern Chinese pharmacy, and formula granules can realize automatic dispensing and quick access for patients; on the operation side, China Resources Sanjiu has established an intelligent processing area for formula granules.
Product data management system
.
The industry believes that with the acceleration of the company's digital transformation, it will achieve the purpose of reducing costs and increasing efficiency, coupled with the company's strong channel management and terminal coverage capabilities, the company is expected to innovate in the market of traditional Chinese medicine formula granules in the future
.
Yiling Pharmaceutical Yiling Pharmaceutical is one of the most innovative Chinese medicine companies in China.
In recent years, the company has also continuously increased its investment in research and development
.
In 2020, the company's R&D expenditure was 737 million yuan, a year-on-year increase of 43.
09%; in the first three quarters of 2021, R&D investment was 538 million, a year-on-year increase of 37.
86%, much higher than the 25.
81% revenue growth rate in the first three quarters
.
With continuous R&D investment, the company has obtained 13 patented new drugs of traditional Chinese medicine since its establishment, covering cardiovascular and cerebrovascular diseases, respiratory diseases, diabetes, tumors, nervous system diseases, urinary system diseases and many other fields.
Rich product group
.
It is estimated in the industry that the company is expected to obtain 1-2 new drugs every year in the future, which will bring stable growth to its performance
.
Many institutions expressed their optimism about the long-term development of Yiling Pharmaceutical, and believed that with the support of the country's favorable policies, with the continuous development of Yiling Pharmaceutical, the company's competitive advantages in R&D, brand, and channels are expected to be further exerted
.
Among them, Huachuang Securities expects the company's EPS to be 0.
83/0.
99/1.
17 yuan respectively in 2021-2023
.
And give it 30 times PE in 2022 (similar to the average PE in the past 5 years), corresponding to a target market value of 50.
7 billion and a target price of 30 yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
The analysis believes that it is mainly related to factors such as the general increase in the price of Chinese herbal medicines, which drives the downstream prices higher, the frequent introduction of favorable policies, and the strong consumption attributes of Chinese medicine itself
.
Under the escort of the policy, the Chinese medicine industry is expected to usher in a new life! These companies are optimistic (Photo source: Pharmaceutical Network) Many institutions are optimistic about the future development space of the Chinese medicine industry
.
Among them, some institutions believe that under the careful care of policies, the traditional Chinese medicine industry is expected to usher in a new life
.
It is recommended to pay attention to the two sub-tracks of traditional Chinese medicine formula granules and traditional Chinese medicine innovative drugs, and be optimistic about the giants of traditional Chinese medicine formula granules with integrated and scale advantages, such as Hongri Pharmaceutical, China Resources Sanjiu, etc.
; as well as the giants of traditional Chinese medicine innovative drugs with outstanding research and development capabilities , such as Yiling Pharmaceutical and so on
.
The 2021 performance report released by Hongri Pharmaceutical recently showed that the company's net profit in 2021 increased by more than 20% year-on-year
.
In this regard, the company stated that the main reason is that the company strengthened resource allocation and business synergy during the reporting period, actively deployed and seized market opportunities, and continued a good business situation
.
Among them, in terms of the traditional Chinese medicine formula granule business, the company continued to strengthen the national production capacity layout, continued to improve the market coverage and the penetration rate of the stock market, and achieved a significant increase in revenue and profit compared with the same period of the previous year
.
With the completion of the pilot program of traditional Chinese medicine formula granules, the tens of billions market will be expanded, and companies that are the first to enter the market are expected to benefit significantly
.
It is understood that after years of development, Hongri Pharmaceutical has covered many fields such as finished drugs, traditional Chinese medicine granules, raw and auxiliary materials, medical devices, medical and health services, and smart supply chains of pharmaceutical devices
.
Among them, in the field of traditional Chinese medicine formula granules, Hongri Pharmaceutical has long-term accumulated experience, high production capacity and rich reserve varieties
.
The industry believes that the company's formula granule business will benefit from the release of sales channels and prescription rights under the implementation of the national standard, and the market substitution of Chinese patent medicines and Chinese herbal decoction pieces
.
CR Sanjiu Traditional Chinese Medicine Formula Granules is the RX prescription drug business of China Resources Sanjiu.
Since becoming a pilot unit of traditional Chinese medicine formula granules, the company has been able to produce more than 600 varieties of traditional Chinese medicine formula granules, and about 50 local commonly used varieties are added every year
.
In recent years, the company's formula granule business has grown steadily.
In 2020, the revenue of the formula granule business has exceeded 2 billion yuan, occupying a place in the domestic market
.
It is reported that the company is actively embracing digitalization and deploying intelligent manufacturing of formula granules
.
For example, on the sales side, China Resources Sanjiu owns a modern Chinese pharmacy, and formula granules can realize automatic dispensing and quick access for patients; on the operation side, China Resources Sanjiu has established an intelligent processing area for formula granules.
Product data management system
.
The industry believes that with the acceleration of the company's digital transformation, it will achieve the purpose of reducing costs and increasing efficiency, coupled with the company's strong channel management and terminal coverage capabilities, the company is expected to innovate in the market of traditional Chinese medicine formula granules in the future
.
Yiling Pharmaceutical Yiling Pharmaceutical is one of the most innovative Chinese medicine companies in China.
In recent years, the company has also continuously increased its investment in research and development
.
In 2020, the company's R&D expenditure was 737 million yuan, a year-on-year increase of 43.
09%; in the first three quarters of 2021, R&D investment was 538 million, a year-on-year increase of 37.
86%, much higher than the 25.
81% revenue growth rate in the first three quarters
.
With continuous R&D investment, the company has obtained 13 patented new drugs of traditional Chinese medicine since its establishment, covering cardiovascular and cerebrovascular diseases, respiratory diseases, diabetes, tumors, nervous system diseases, urinary system diseases and many other fields.
Rich product group
.
It is estimated in the industry that the company is expected to obtain 1-2 new drugs every year in the future, which will bring stable growth to its performance
.
Many institutions expressed their optimism about the long-term development of Yiling Pharmaceutical, and believed that with the support of the country's favorable policies, with the continuous development of Yiling Pharmaceutical, the company's competitive advantages in R&D, brand, and channels are expected to be further exerted
.
Among them, Huachuang Securities expects the company's EPS to be 0.
83/0.
99/1.
17 yuan respectively in 2021-2023
.
And give it 30 times PE in 2022 (similar to the average PE in the past 5 years), corresponding to a target market value of 50.
7 billion and a target price of 30 yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
