[daily market conditions]
Today, the Shanghai index rose 0.98% to close at 3673.04 points; The Shenzhen Component Index closed at 15147.87 points, up 1.23%; The gem index closed at 3459.32, up 1.01%. In terms of sectors, education, decoration building materials and beauty care led the rise, while wind power equipment, non-metallic materials and chemical raw materials fell. In terms of capital flow, securities, optical optoelectronics, banking and other industries were the main net inflow. Today, the two cities traded a total of 1.26 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the investment opportunities related to innovative chain pharmacies.
On December 7, Dajia Weikang, the “first share” of the professional pharmacy, was successfully listed. Up to now, including Dajia Weikang, there have been public Prospectuses of 6 chain pharmacies, including Dingdang express, quanyuantang, Chinese health, Sipai health and Yuanxin technology, and the IPO has been put on the agenda. The cluster listing of chain pharmacies represents two trends: one is professional development (Sipai health, Yuanxin technology and Dajia Weikang), focusing on the new pattern of prescription outflow; the other is innovative development (Dingdang express and quanyuantang), focusing on the new trend of Internet medicine. However, with the implementation of the “dual channel” management mechanism, professional development has become the top priority.
In addition, at the end of last month, the guiding opinions on promoting the high-quality development of the drug circulation industry during the 14th Five Year Plan period issued by the Ministry of Commerce made it clear that by 2025, 5-10 specialized and diversified drug retail chain enterprises exceeding 50 billion yuan will be cultivated. The introduction of this document will directly accelerate industry integration and benefit chain pharmacies that comply with the trend layout.
