The traditional Chinese medicine index stopped falling and pulled up, and funds ambushed these traditional Chinese medicine stocks
traditional Chinese medicine index stopped falling and pulled up, and many stocks rose sharply
After several consecutive days of correction, the Chinese medicine sector performed well today. The wind Chinese medicine index rose 3.54%, and many stocks rose sharply. Chongqing Taiji Industry (Group) Co.Ltd(600129) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Hefei Lifeon Pharmaceutical Co.Ltd(003020) , Jinghua Pharmaceutical Group Co.Ltd(002349) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) harvest the daily limit, and more than 10 traditional Chinese medicine concept stocks rose by more than 5%.
In terms of news, according to the latest data of the Ministry of industry and information technology, the income scale of China’s traditional Chinese medicine manufacturing industry is 619.6 billion yuan, including 441.4 billion yuan in the traditional Chinese medicine manufacturing industry and 178.2 billion yuan in the traditional Chinese medicine decoction processing industry. As a sub industry with the largest scale in the traditional Chinese medicine sector, Chinese patent medicine is widely used in clinical practice. According to the latest data of minenet, Chinese patent medicine is used in 13 categories of treatment in the sample public hospitals, of which 35% is used for cardiovascular and cerebrovascular system, 14.67% for respiratory system and 8.58% for skeletal muscle system
policies for the traditional Chinese medicine industry have been issued frequently to speed up the characteristic development of traditional Chinese medicine
At the end of 2021, the State Food and Drug Administration issued the implementation opinions on supporting the inheritance, innovation and development of traditional Chinese medicine, which clearly pointed out that the qualified prepared pieces of traditional Chinese medicine, traditional Chinese patent medicine and traditional Chinese medicine preparations of medical institutions should be included in the catalogue of Medicare drugs according to regulations; According to the affordability of the fund and clinical needs, all localities will include qualified ethnic medicines, traditional Chinese medicine preparations and traditional Chinese medicine decoction pieces of medical institutions into the payment scope of local medical insurance according to procedures, and establish a dynamic adjustment mechanism.
On January 30 this year, the Ministry of industry and information technology and other nine departments jointly issued the “14th five year plan” for the development of pharmaceutical industry, which mentioned that the development of new traditional Chinese medicine should be guided by clinical value, and the development of new traditional Chinese medicine should be carried out in a variety of ways such as combination of disease and syndrome, special disease and syndrome traditional Chinese medicine, focusing on the development of traditional Chinese medicine compound preparations based on ancient classic prescriptions, And the transformation of traditional Chinese medicine preparations to new traditional Chinese medicine drugs in medical institutions; Carry out the secondary development of Chinese patent medicine and develop large varieties of traditional Chinese medicine.
China Securities Co.Ltd(601066) pointed out that since 2021, the implementation speed of policies supporting the traditional Chinese medicine industry at the national level has significantly accelerated. the follow-up market of traditional Chinese medicine will develop in depth, and the excellent companies that select traditional Chinese medicine consumer goods may be one of the important ideas.
funds going north ambush multiple concept stocks
According to the statistics of securities times and data treasure, the wind traditional Chinese medicine index rose by 28.62% in 2021, up by 12.5% in December alone. Since this year, the traditional Chinese medicine sector has experienced a correction. So far, the decline of the wind traditional Chinese medicine index has almost erased the increase in December 2021.
Since January, only 10 of the 71 shares have recorded positive gains. The increase of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jinghua Pharmaceutical Group Co.Ltd(002349) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Hefei Lifeon Pharmaceutical Co.Ltd(003020) was more than 10%.
According to the statistics of data treasure, since January, the cumulative net purchase amount of northbound funds of 14 shares has recorded a positive value, of which the cumulative net purchase amount of northbound funds of Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) has exceeded 100 million yuan, and Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) 234567} has gained 549 million yuan, 481 million yuan and 461 million yuan of positions respectively.
In terms of main funds, 48 traditional Chinese medicine stocks received the main net purchase today, and the main net purchase of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Beijing Tongrentang Co.Ltd(600085) , Jinghua Pharmaceutical Group Co.Ltd(002349) exceeded 100 million yuan.
In addition to the favorable policy support, the gratifying performance forecast of traditional Chinese medicine stocks is also an important reason for the stock price to stop falling and rise. Up to now, 34 out of 71 shares have issued 2021 performance forecast or express, and 25 are expected to be happy, accounting for more than 70%. According to the data of the median forecast or express report, the performance of 9 listed companies of traditional Chinese medicine is expected to double, of which the performance of Dong-E-E-Jiao Co.Ltd(000423) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Teyi Pharmaceutical Group Co.Ltd(002728) is expected to double.
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