On the 21st, stocks related to "traditional Chinese medicine + epidemic prevention and control" reappeared a strong trend Jinghua Pharmaceutical Group Co.Ltd(002349) ( Jinghua Pharmaceutical Group Co.Ltd(002349) . SZ), Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) ( Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) . SH), Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) ( Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) . SZ) and other stocks rose by the limit.
In fact, the market of traditional Chinese medicine was ignited last week, of which Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Jinghua Pharmaceutical Group Co.Ltd(002349) has harvested two boards, and Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) recorded four boards Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) ( Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) . SZ), Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Shanghai Kaibao Pharmaceutical Co.Ltd(300039) increased by more than 20% last week.
Figure | trend of traditional Chinese medicine in recent five trading days
This wave of market is mainly related to two authoritative documents:
In March 5th, the expert consensus on New Coronavirus pneumonia prevention and treatment (Chinese patent medicine) was released to guide clinicians to use safe and rational Chinese patent medicines for epidemic prevention and control, and recommend clinical medication for the prevention and control of China's epidemic situation in the future. In March 14th, the latest New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth) (referred to as the "diagnosis and treatment plan") further enriched the contents of "prevention and treatment of Chinese medicine".
According to the insiders of the daily, the two documents are more authoritative than the diagnosis and treatment plan, and the expert consensus further supplements and expands the relevant contents of TCM Prevention and treatment in the diagnosis and treatment plan.
The two documents basically determine such an idea: for mild, early, asymptomatic and other ordinary covid-19 patients, traditional Chinese medicine can be used for treatment or rehabilitation; For severe and critical diseases, the combination of Chinese and Western medicine and complementary treatment can be adopted
traditional Chinese medicine is effective in the treatment of covid-19
The reporter of Kechuang ban daily learned that compared with the treatment of covid-19 patients with western medicine alone, the treatment of covid-19 with integrated Chinese and Western medicine is considered to have certain advantages. For example, traditional Chinese medicine has the effect of "simple effect and cheap test", which mainly refers to the advantages of simple selection and operation, no waste of human and material resources, effective verification and so on.
A chief physician of a class III traditional Chinese medicine hospital in Beijing told the reporter of science and Innovation Board daily that traditional Chinese medicine has a clear therapeutic effect in the treatment of patients diagnosed with covid-19 . "The use of traditional Chinese medicine can effectively prevent the further deterioration of patients with confirmed diseases, and for patients with mild and moderate diseases, the recovery time is shorter than that of Western medicine." She said.
She also told reporters that in addition to being used for the treatment of confirmed cases, under special circumstances, traditional Chinese medicine also has a certain preventive effect . "If there are more asymptomatic infected patients and confirmed cases in the external environment, in this case, for the purpose of self-protection, people can also take some proprietary Chinese medicine in an appropriate amount according to the doctor's advice, so as to do a good job of self-protection." She said.
At the same time, some business people told the reporter of science and Innovation Board daily that one advantage of traditional Chinese medicine in the treatment of covid-19 lies in its cheaper price and higher accessibility. For example, the price of a box of Lianhua Qingwen capsule is less than 20 yuan.
The relevant research report of Debang Securities believes that "integration of Chinese and Western medicine" will become the main way of covid-19 treatment in China. "The prevention and treatment of covid-19 by traditional Chinese medicine has formed a consensus in China, and it is optimistic that the 'three drugs and three parties' will build covid-19 prevention and treatment walls together with small molecules and neutralizing antibodies in the future."
several enterprises said that the production capacity can be fully guaranteed
Compared with the eighth edition of the diagnosis and treatment plan, the ninth edition of the diagnosis and treatment plan mainly added "recommended proprietary Chinese medicine" for the four diseases of damp heat accumulating lung syndrome, damp toxin depressing lung syndrome, epidemic toxin entraining dryness syndrome and epidemic toxin closing lung syndrome, including Jinhua qinggan granule, Lianhua Qingwen capsule, Xuanfei Baidu granule and Huashi Baidu granule, involving Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ( Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) . SZ), Shandong Buchang Pharmaceuticals Co.Ltd(603858) ( Shandong Buchang Pharmaceuticals Co.Ltd(603858) . SH) China Meheco Group Co.Ltd(600056) ( China Meheco Group Co.Ltd(600056) . SH) three listed companies.
Among them, China Meheco Group Co.Ltd(600056) Huashi Baidu granule was officially listed on March 25, 2021. Therefore, it was included in the ninth edition of diagnosis and treatment plan for the first time. Superimposed by the US Pfizer Inc COVID-19 special agent PAXLOVID in Chinese mainland market commercial operation good news stimulation, recently China Meheco Group Co.Ltd(600056) stock price has also been new high.
In addition, as far as the supply problem concerned by the market is concerned, according to the situation learned by the reporter of science and Innovation Board daily, most Chinese patent medicines for covid-19 are now available .
Lianhua Qingwen capsule is the trump card product of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) . The reporter of the science and Innovation Board daily learned from Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) that the company's production capacity has taken into account the incremental demand caused by covid-19 epidemic, which can fully ensure the supply.
" Lianhua Qingwen is a mature product, and the upstream raw materials are ordinary Chinese herbal medicines. There is no problem in the supply of raw materials; in terms of production capacity, the company's production capacity can meet the demand for expansion at any time. " the enterprise said.
Xuebijing injection, the product of Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) ( Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) . SZ), is also a Chinese patent medicine recommended in the diagnosis and treatment plan, which is used for the treatment of severe and critical patients. The enterprise also told the reporter of the science and Innovation Board daily that "Xuebijing injection has been included since the revision of the fourth edition of the diagnosis and treatment plan. The company has no problem with production capacity and the supply is stable. "
