In March, the epidemic situation of Omicron in Hong Kong, China became more and more serious, and repeated outbreaks occurred in various provinces and cities. During the fierce fifth round of covid-19 epidemic, the agency believes that this highlights the unique challenges posed by the Omicron strain.
In March 11th, the State Health Protection Commission announced that the State Council should formulate the "COVID-19 virus antigen detection application plan" (for Trial Implementation) to the comprehensive group of New Coronavirus pneumonia epidemic prevention and control mechanism. On the basis of nucleic acid detection, it added antigen detection as a supplement, followed by the COVID-19 antigen detection concept. But at the same time, other epidemic prevention and control sectors have also been allocated funds.
Debang Securities said that in the face of such an epidemic, vaccine, detection, neutralizing antibody, small molecule drugs, traditional Chinese medicine and other means coexist, which will build a wall for epidemic prevention and control in the post epidemic era . In addition to the large market opportunities for antigen detection in the future, the vaccine has also built a basic immune barrier in mainstream countries and regions, which is the basis for the global common defense against the epidemic.
In addition, "integrated traditional Chinese and Western medicine" treatment drugs will become the main means of epidemic prevention and control in China . Since the outbreak of the epidemic, clinical doctors outside China have been constantly exploring the therapeutic effects of new and old antiviral drugs. On the basis of Western medicine treatment, China has explored more traditional Chinese medicine treatment schemes. The "three drugs and three prescriptions" represented by Lianhua Qingwen capsule has been clinically proved to have obvious therapeutic effects and shine brightly in the process of anti epidemic.
yesterday, two traditional Chinese medicine stocks on the Dragon Tiger list appeared , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) 3 trading days, with a net purchase of 86.629 million yuan from BEIXIANG capital Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) in the past three trading days, while BEIXIANG capital bought and sold, it received a net purchase of 34.612 million yuan of institutional capital.
Figure: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) dragon and tiger list
Figure: Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) dragon and tiger list
Debang Securities believes that traditional Chinese medicine will not be absent from China's covid-19 prevention and control in the future. China will continue to implement the mainstream scheme of "integration of Chinese and Western medicine" in the future. It is expected to successfully develop more domestic small molecule specific drugs in the future. The combination of specific drugs with traditional Chinese medicine will become a unique and important "Chinese scheme" for China's anti epidemic. In terms of subject matter, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Chinese traditional medicine, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , etc. deserve attention.
In the government work report of this year's two sessions, it was emphasized to support the revitalization and development of traditional Chinese medicine and promote the comprehensive reform of traditional Chinese medicine. The agency said that the industry will still be in a good period in the future.
