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According to statistics, in 2020 under special circumstances, the number of pharmaceutical companies with a market capitalization of A-shares and Hong Kong stocks has doubled to a record 22.
It is worth noting that in 2020 the market value of more than 100 billion, in addition to Changchun Gaoxin, Fosun Pharma and other established star stocks, there are several 2020 new shares, such as Junshi Bio, Wanta Bio and a short-term market value of 100 billion Gan Li Pharmaceuticals.
To this end, some analysts believe that the 2020 epidemic led to the relevant pharmaceutical stocks performance and valuation have been improved, 2015-2019 pharmaceutical listed companies have shown a greater differentiation in performance, the valuation of innovative pharmaceutical leaders are gradually differentiated, high-quality good enterprises and industrial upgrading certainty is becoming increasingly clear.
, in fact, the pharmaceutical industry's sub-sectors are complex, listed on the market value of hundreds of billions of enterprises, can be subdivided into biopharmaceuticals, medical equipment services, Traditional Chinese medicine and other three major themes.
Of these, biopharmaceuticals can be re-divided into various professional fields, but from a broad range, in addition to medical equipment, Medical Services, Eyre ophthalmology, Chinese medicine, Yunnan white medicine, tablets, biopharmaceuticals are still a relatively large number of very popular subject matter.
, biopharmaceuticals, is undoubtedly the main protagonist of this pharmaceutical industry carnival, especially vaccine research and development enterprises, because of technical barriers and the impact of the epidemic, is becoming a big market winner.
it is well known that at the end of last year the A stock market was worth 100 billion pharmaceutical stocks for five, but with this year's outbreak led to a surge in the sector, four biopharmaceuticals ran into the market.
, the market value at the end of last year was only 56.644 billion yuan, but it took only half a year to reach 109.052 billion yuan in the first half of the year.
, which went public at the end of June, has been trading for more than a dozen consecutive trading days, with a market capitalisation of 103.307 billion yuan as of July 17.
from the above-mentioned, biopharmaceutical and even vaccine field, is clearly becoming a hundred billion market value of pharmaceutical companies born a warmbed.
of course, the development of China's pharmaceutical industry and pharmaceutical enterprises is still closely related to medical reform.
with the domestic medical insurance into the stock game era in recent years, one of the great effects is that pharmaceutical enterprises need to increase research and development efforts, to innovative pharmaceutical enterprises transformation.
, biopharmaceuticals, vaccines and other fields in innovative drugs are beginning to attract more and more investors to the layout.
hundreds of billions of market cap shares, such as Hengrui Pharmaceuticals, Hansen Pharmaceuticals, China Biopharmaceuticals and Stone Pharmaceuticals Group, are invested in development logic based on "Hot Areas , Net Red Team and Star Capital".
industry believes that, in fact, China's pharmaceutical industry now needs not only hundreds of billions of market capitalization enterprises, but really can be based on the global enterprises.
With the gradual deepening of medical reform, the future of those in innovative drug research and development, with the "hot areas of the red team and star capital" of the company, in becoming the next hundred billion enterprises at the same time, there is more foothold with the world possible.
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