Anxin fund pool Chen Sen: large short-term increase in the traditional Chinese medicine sector and differentiation in the future

Financial Associated Press, January 6 (Xinhua). Today, the traditional Chinese medicine sector continues to rise strongly by 3.84%, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Renhe Pharmacy Co.Ltd(000650) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) and other limits. Since November last year, the overall increase of the traditional Chinese medicine sector has reached 38.5%. Chi chensen, fund manager of Anxin fund, said that the overall performance of the traditional Chinese medicine sector has been good since November 2021. There are three main reasons: ① the valuation of the traditional Chinese medicine sector itself is low, most of the industry stocks are at the bottom, and some targets have good valuation and cost performance; ② On December 30, the State Medical Insurance Bureau and the State Administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine to support the development of traditional Chinese medicine from the perspective of industrial policies; ③ The position adjustment of market funds at the end of the year and the beginning of the year may also aggravate the fluctuation of the plate. At the same time, Chi chensen pointed out that the short-term Chinese medicine plate fluctuates greatly, and the Chinese medicine market may be divided in the future. At present, there may be moisture in the valuation of some speculation directions, so investors should not blindly pursue hot spots. (CCTV)

(Financial Associated Press)

 

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