Under the frequent favorable policies, the Chinese medicine sector continued to strengthen, with one stock rising more than 15%

【Pharmaceutical Network Pharmaceutical Stock Market】On September 28, the Chinese medicine sector rose unexpectedly, of which Enwei Pharmaceutical rose rapidly in the intraday, rising more than 2% in 5 minutes, and as of 9:59, the stock rose more than 15%.


On the news side, Enwei Pharmaceutical announced on the evening of September 22 that the State Drug Administration approved and agreed to carry out clinical trials
of the new drug Qiankunin tablets under research by Enwei Pharmaceutical.

In addition to Enwei Pharmaceutical, on the 28th, Shuangcheng Pharmaceutical walked out of the three boards, Baihua Pharmaceutical rose and stopped, Zuoli Pharmaceutical, Zixin Pharmaceutical, Longjin Pharmaceutical, Zhenbao Island, Taiji Group, Yiling Pharmaceutical and so on also followed
.

From the perspective of industry news, on September 21, the National Health Commission issued the "Notice on Carrying out Special Activities for the Promotion of Traditional Chinese Medicine Health in the Healthy China Action", which mainly includes 8 contents: maternal and child traditional Chinese medicine health promotion activities, traditional Chinese medicine health promotion activities for the elderly, traditional Chinese medicine prevention and treatment activities for chronic diseases, traditional Chinese medicine treatment of pre-existing diseases intervention program promotion activities, "Chinese medicine into the family" activities, adolescents myopia, obesity, scoliosis Chinese medicine intervention activities, medical and physical integration and health action, Chinese medicine culture dissemination action, etc
.

The "Notice" proposes that in the next 3 years, China will carry out special activities for the promotion of traditional Chinese medicine health in the Healthy China Action, and it is expected that by 2025, the health management rate of traditional Chinese medicine for the elderly over 65 years old will reach 75%, aiming to integrate the concept of traditional Chinese medicine treatment of pre-existing diseases into the whole process of health promotion, the whole process of major disease prevention and treatment, and the whole process of
disease diagnosis and treatment.

In addition, at a recent press conference held by the National Health Commission, it was revealed that Chinese medicine has spread to 196 countries and regions; China has signed special TCM cooperation agreements with more than 40 foreign governments, regional competent institutions and international organizations, and carried out the construction of 30 high-quality TCM overseas centers, 75 TCM international cooperation bases, and 31 national TCM service export bases.
TCM is included in 16 free trade agreements
.

According to the development goals set in the "Promoting the High-quality Integration of Traditional Chinese Medicine into the Joint Construction of the "Belt and Road" Development Plan (2021-2025), during the "14th Five-Year Plan" period, China will cooperate with the countries jointly building the "Belt and Road" to build 30 high-quality Chinese medicine overseas centers, promulgate 30 international standards for traditional Chinese medicine, build 10 overseas communication brand projects of traditional Chinese medicine culture, build 50 international cooperation bases for traditional Chinese medicine, and build a number of national export bases for traditional Chinese medicine services.
Strengthen the construction of overseas registration service platforms for traditional Chinese medicine products, organize and dispatch TCM medical teams to aid foreign countries, and encourage social forces to adopt market-oriented methods to explore the construction of Sino-foreign friendly TCM hospitals
.

Affected by a series of favorable policies, the traditional Chinese medicine sector has continued to strengthen in recent days, and many securities companies are optimistic about the future development of the traditional Chinese medicine industry and the layout opportunities
on the subdivision track.

Zheshang Securities believes in the new pharmaceutical industry weekly report that the state attaches great importance to the innovative development of traditional Chinese medicine and the intervention of traditional Chinese medicine to treat diseases, the prevention and treatment of traditional Chinese medicine diseases and health management has become an inevitable development trend, and the traditional Chinese medicine industry has ushered in a new round of development opportunities under the frequent favorable policies, and it is recommended to pay attention to the investment opportunities
brought by the formula granule track and the reform of state-owned enterprises.

Huatai Securities said that it is optimistic about the growth of consumer Chinese medicine for a long time, and is optimistic about the structural opportunities of consumer Chinese medicine in the short and medium term, that is, products with strong brand power and excellent efficacy, which are expected to outperform the market through three types of paths: business improvement, product price increase and equity incentive under the improvement of pharmacy chain rate, the decentralization of publicity media and the
rise of e-commerce platforms.

CITIC Securities also said in the new research report that the normalization of the collection of proprietary Chinese medicines is expected to lead to a major reshuffle in the industry, and Chinese medicine tablets (formula granules) have also been explored in some areas
.

The state has frequently issued policies to support the development of traditional Chinese medicine and elevated the development plan of traditional Chinese medicine to the national level
.

Most of Chinese medicine is an exclusive variety, while Chinese medicine has the attributes of consumer goods and health care products, and has a long-term growth logic
under the aging of the population and consumption upgrading.

It is expected that the overall demand for the Chinese medicine industry will continue to improve
.

Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.