1. Current status of medical and pharmaceutical development
Medical service consumption + in-hospital diagnosis and treatment continue to recover. As the domestic epidemic prevention situation improves and the lives of residents and businesses return to normal, the previously suppressed demand is expected to be fully released. We are optimistic about the ophthalmology track, consumer medical care and private hospitals ( medical aesthetics , Growth hormone , desensitization treatment, dental , etc.);
In addition, during the epidemic period, some hospitals suspended clinics and controlled the number of patients and other special circumstances occurred, resulting in a decline in the number of patients in medical institutions. It is recommended to pay attention to the damage caused by the epidemic in the early stage The demand for medication and consumables has been restored, including the recovery in the consumption of pediatric medications, injections, traditional Chinese medicine pieces, in-hospital preparations, and equipment and consumables due to the rebound in elective surgeries.
2. Medical and pharmaceutical development trends:
Looking at the long term, medicine is a track with high certainty, and the future is bright under the guidance of the policy of common prosperity. In terms of medicine, the long-term thinking of investing in innovation and growth remains unchanged, the industrial policy environment remains healthy and favorable, and the general direction of encouraging innovation and industrial upgrading has not changed. Therefore, we maintain our long-term strategic optimism unchanged.
3. List of popular and high-quality medical and pharmaceutical products:
1, Dali Pharmaceutical (603963), current price 17.26, the main products are "Zhongjing Brand" Xingnaojing Injection and Shenmai Injection , well-known trademarks in China, Zhongjing Brand Production and sales of Western medicine injections.
Xingnaojing Injection is a drug for cerebrovascular diseases. It is mainly used to treat stroke and coma caused by cerebral blood stasis, cerebral embolism , acute cerebral hemorrhage, craniocerebral trauma . It is a Category B Chinese patent medicine product under the national medical insurance. , was once a national second-level protected species of traditional Chinese medicine.
2, Rheinland Biotech (002166) , current price 14.60, a leader in the global plant extraction industry, natural health products business and construction business.
company and its subsidiaries are mainly engaged in natural health products business and construction business. The company is mainly engaged in the production and operation of natural health products. The main products are Luo Han Guo extract, stevia extract and other natural plant extract products and natural Chinese herbal extract products.
3, Hanyu Pharmaceutical (300199) , current price 14.4, a leading domestic polypeptide drug enterprise, R&D, production and sales of polypeptide drugs. As a leading domestic peptide drug company,
company has 22 peptide preparations within the validity period according to the approval number, 9 new drug certificates, and 17 clinical approval documents. It has rich product reserves and has formed six core businesses, namely raw materials. Drugs, peptide preparations, high-end chemical drugs, biological drugs , medical devices, chronic disease management, the main products have covered hemostatic drugs, digestive system drugs, gynecological drugs, immune function regulating drugs, cardiovascular drugs, polypeptide APIs, medical Devices, chronic disease management products, etc.
4, Yiling Pharmaceutical (002603) , current price 25.25, is a national high-tech enterprise dedicated to the research and development, production and sales of proprietary Chinese medicines, and the research, development, production and sales of patented innovative traditional Chinese medicines.
company uses the theory of collateral disease to guide research on the treatment of clinically refractory diseases. The innovation of the collateral disease theory drives the research and development of patented new drugs, forming the company's unique scientific and technological core competitiveness. Lianhua Qingwen products are the company's leading products, National Essential Medicines List and National Medical Insurance List (Class A) varieties, mainly used for the treatment of colds, influenza related diseases.
5, Fosun Pharma (600196) , current price 48.24, an industry-leading pharmaceutical manufacturing and R&D, medical device and medical diagnosis enterprise, pharmaceutical, medical device and medical diagnosis, and medical health services.
company's business field strategically lays out the medical and health industry chain, is based in China and expands global business. The directly operated businesses include pharmaceuticals, medical devices and medical diagnosis, and medical services. It also covers the pharmaceutical business field through its participation in Sinopharm Holdings .
6, Hongri Pharmaceutical (300026) , current price 7.8, Xuebijing injection and other products monopolize market segments, engaged in the production, operation and research and development of drugs and medical devices. The main products of Chaosi Electronics , a wholly-owned subsidiary of
, are mainly medical and health electronic products, with medical products as an important supplement, including pulse oximeters, monitors, ECG detectors, respiratory trainers and a variety of mobile Internet products. Combined remote multi-parameter new medical and health electronic products.
7, Sunflower Pharmaceuticals (002737) , current price 16..08, "Little Sunflower" children's medicine series has become a leading brand in the industry, dominated by the production of Chinese patent medicines, with "chemical drugs, biological drugs" and " "Health and wellness products" are two wings, integrating drug research and development, manufacturing and marketing. The industry
belongs to is the pharmaceutical manufacturing industry. It is a large-scale brand pharmaceutical group enterprise that integrates drug research and development, production and sales, with the production of traditional Chinese medicine as the leading role and "chemical medicines, biological medicines" and "health and wellness products" as the two wings.
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