On January 30, the Ministry of industry and information technology, the national development and Reform Commission, the Ministry of science and technology and other nine departments jointly issued the 14th five year plan for the development of pharmaceutical industry. This plan mainly focuses on “innovation leading”, “supply chain modernization” and “internationalization”, puts forward higher requirements for the pharmaceutical industry in terms of the development results of the 13th five year plan, and puts forward specific development plans in five aspects: product innovation and industrialization technology breakthrough, industrial chain stability and competitiveness, supply guarantee ability, pharmaceutical manufacturing capacity system and new international competitive advantages, And formulated a series of safeguard measures to help achieve the development goals of the 14th five year plan.
Review and Prospect: entering a new stage of high-quality development, development opportunities outweigh challenges. The objectives achieved during the 13th Five Year Plan period have achieved good results: the overall development level has reached a new level, new breakthroughs have been made in industrial innovation, new progress has been made in supply guarantee, outstanding contributions to epidemic prevention and control, new steps have been taken in international development, and China Meheco Group Co.Ltd(600056) industry has been driven by innovation A new stage of high-quality development in which the industrial chain is modernized and integrated into the global industrial system at a higher level. However, with the acceleration of a new round of technological transformation and cross-border integration, China Meheco Group Co.Ltd(600056) industry still faces problems such as insufficient original innovation ability in cutting-edge fields, low industrial concentration and weak international competitive advantage.
The 14th five year plan has set specific targets for the problems faced: steady growth of economies of scale, innovation driven transformation, stable and controllable industrial chain supply chain, continuous strengthening of supply guarantee capacity, systematic improvement of manufacturing level and overall acceleration of international development. The characteristics of the 14th five year plan are: the status of the pharmaceutical industry is improved; High efficiency development as the main melody; Large enterprises with full layout of R & D and production are expected to gradually stand out, and the industry concentration is expected to increase.
Recommended and beneficial objects
Traditional Chinese medicine: recommended targets: Henan Lingrui Pharmaceutical Co.Ltd(600285) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Tasly Pharmaceutical Group Co.Ltd(600535) ; Beneficiaries: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Chinese traditional medicine, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , gushengtang, Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Yunnan Baiyao Group Co.Ltd(000538) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Jianmin Pharmaceutical Group Co.Ltd(600976) . Innovative medicine and industrial chain industry: recommended targets: Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Pharmablock Sciences (Nanjing) Inc(300725) ; Beneficiaries: Jiangsu Hengrui Medicine Co.Ltd(600276) , Baiji Shenzhou, Xinda biology, kangfang biology, Rongchang biology, Keji pharmaceutical, Kaifa pharmaceutical, Wuxi Apptec Co.Ltd(603259) , Yaoming biology, Pharmaron Beijing Co.Ltd(300759) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Porton Pharma Solutions Ltd(300363) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Heyuan biology, etc. API industry: recommended targets: Apeloa Pharmaceutical Co.Ltd(000739) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) ; Beneficiary:
\u3000\u3000 Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) 、 Zhejiang Tianyu Pharmaceutical Co.Ltd(300702) 、 Zhejiang Ausun Pharmaceutical Co.Ltd(603229) 、 Ningbo Menovo Pharmaceutical Co.Ltd(603538) 、 Zhejiang Starry Pharmaceutical Co.Ltd(603520) 。 Upstream industry chain: recommended targets: Sino Biological Inc(301047) , Tofflon Science And Technology Group Co.Ltd(300171) ; Beneficiary objects: Nanjing Vazyme Biotech Co.Ltd(688105) , Acrobiosystems Co.Ltd(301080) , Truking Technology Limited(300358) , Suzhou Nanomicro Technology Co.Ltd(688690) , Focused Photonics (Hangzhou) Inc(300203) , Shanghai Titan Scientific Co.Ltd(688133) , Shanghai Aladdin Biochemical Technology Co.Ltd(688179) , yuningwei, etc. Vaccine section: recommended target: Shenzhen Kangtai Biological Products Co.Ltd(300601) ; Beneficiary:
Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Cansino Biologics Inc(688185) biology, Walvax Biotechnology Co.Ltd(300142) etc. Device sector: beneficiaries: minimally invasive Siasun Robot&Automation Co.Ltd(300024) , Qiming medical, Xintong medical, Kontour(Xi’An) Medical Technology Co.Ltd(688314) , Beijing Wandong Medical Technology Co.Ltd(600055) , Sonoscape Medical Corp(300633) , Xiangyumedicalco.Ltd(688626) , Nanjing Vishee Medical Technology Co.Ltd(688580) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , Lepu Medical Technology (Beijing) Co.Ltd(300003) , Beijing Balance Medical Technology Co.Ltd(688198) . Pharmaceutical business sector: recommended targets: Yifeng Pharmacy Chain Co.Ltd(603939) , Lbx Pharmacy Chain Joint Stock Company(603883) , Jointown Pharmaceutical Group Co.Ltd(600998) ; Beneficiary objects: Yixintang Pharmaceutical Group Co.Ltd(002727) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Yunnan Jianzhijia Health-Chain Co.Ltd(605266) , Shuyu Civilian Pharmacy Corp.Ltd(301017) . (the above ranking is in no order)
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
