The general office of the State Council recently printed and distributed the “14th five year plan” for the development of traditional Chinese medicine, which comprehensively deployed the work of traditional Chinese medicine during the 14th Five Year Plan period. The plan proposes that by 2025, the health service capacity of traditional Chinese medicine will be significantly enhanced, the high-quality development policy and system of traditional Chinese medicine will be further improved, the revitalization and development of traditional Chinese medicine will achieve positive results, and its unique advantages in the construction of a healthy China will be brought into full play. The plan puts forward the specific development goals of traditional Chinese medicine service system, characteristic talent team, inheritance and innovation, industry and health service industry, culture, open development and governance level, as well as 15 main development indicators.
Capital Securities pointed out that the leading companies in the traditional Chinese medicine sector have obvious cost performance and high allocation value. Traditional Chinese medicine has played an important role in the covid-19 epidemic. In recent years, with the continuous improvement of the high-level attention to the cause of traditional Chinese medicine, various policies supporting the development of traditional Chinese medicine have been issued one after another. Especially in 20202021, favorable policies for the traditional Chinese medicine industry will be intensively introduced, involving drug evaluation, clinical use, medical insurance payment, medical service system construction and many other aspects. The policy environment of the traditional Chinese medicine industry will be greatly improved, and the industry is expected to usher in an inflection point.
Sunflower Pharmaceutical Group Co.Ltd(002737) ( Sunflower Pharmaceutical Group Co.Ltd(002737) ) company is a large brand pharmaceutical group enterprise integrating drug R & D, manufacturing and marketing, with the production of Chinese patent medicine as the leading and “chemical medicine, biological medicine” and “health care products” as the two wings. At present, the company has more than 1000 drug approval numbers and about 300 varieties in production and sale. It has effectively covered the treatment fields of “Pediatrics, gynecology, digestive system, respiratory cold, rheumatic bone disease, cardio cerebrovascular disease” and so on.
Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) ( Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) ) at present, 11 dosage forms have obtained the national GMP certificate, 117 varieties, 130 drug approval numbers, 6 varieties are exclusive production varieties, 49 varieties are listed in the national catalogue of basic medical insurance drugs, and 17 varieties are listed in the national catalogue of basic drugs. Over the years, through close cooperation with well-known universities and scientific research institutions across the country, the company has developed products of national pharmaceutical approval from ginseng root to ginseng stem and leaf, ginseng flower and ginseng fruit, becoming the first enterprise in the pharmaceutical industry to realize the whole plant development of ginseng.
Mayinglong Pharmaceutical Group Co.Ltd(600993) ( Mayinglong Pharmaceutical Group Co.Ltd(600993) ) focusing on the needs of customers in the whole course of anorectal disease, the company has continuously enriched the product series. At present, it has formed 26 varieties and 86 specifications of products, covering drugs, medical devices, health products, food and other categories, so as to meet the needs of the whole course of anorectal disease and health care. The scale of anorectal category continued to grow, with a year-on-year increase of 18.81% in 2021. The brand value has been continuously improved. It has been selected as the “most valuable brand in China” for 18 consecutive years, and the brand value has reached 49.281 billion yuan.
