One week’s view: the supply side of the new round of covid-19 testing reagent is short, and manufacturers with overseas sales qualification benefit
As of January 15, 320 million people had been diagnosed with overseas covid-19, and 58.15 million had been diagnosed, an increase of 740000 over the 14th. With the overseas epidemic situation continuing to be high, there is a shortage of materials related to covid-19 detection reagents in Europe, America and other countries. The official website of the U.S. Department of health and human services began to purchase covid-19 diagnostic test authorized by the U.S. Food and Drug Administration (FDA) on January 15. The cost is covered by the insurance company. Each insured person carries out 8 free over-the-counter tests at home every month, benefiting relevant manufacturers with overseas sales qualifications.
One week’s view: when the policy overweight is carried out, the traditional Chinese medicine sector continues to benefit
On January 7, the Shanghai Municipal Commission of health and health and the Shanghai Municipal Administration of traditional Chinese Medicine issued the measures of Shanghai Municipality for the administration of non traditional Chinese medicine practitioners to carry out traditional Chinese medicine diagnosis and treatment activities. The measures expanded the scope of practice of non traditional Chinese medicine practitioners, traditional Chinese Medicine and doctors integrating traditional Chinese and Western medicine, and promoted the wider application of traditional Chinese medicine. On January 5, the website of the drug examination center of the State Food and Drug Administration released the guiding principles for communication and exchange technology based on the “Three Combinations” registration and evaluation evidence system (Draft for comments), so as to promote the construction of the registration and evaluation evidence system of traditional Chinese medicine. The one belt, one road development plan (one belt, one road) was launched in December 31, 2021 by the State Administration of traditional Chinese medicine. It put forward the “14th Five-Year” period, and co operated with the “one belt and one road” country to build 30 high-quality Chinese medicine overseas centers, promulgated 30 international standards for Chinese medicine, and created 10 brand names of overseas Chinese medicine culture dissemination projects. The 2021 countries were also responsible for the development of 10 Chinese medicine culture centers. Build 50 international cooperation bases of traditional Chinese medicine, build a number of national export bases of traditional Chinese medicine services, and strengthen the construction of overseas registration service platforms for traditional Chinese medicine products. On December 30, the national medical insurance bureau and others jointly issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which was fully beneficial to the traditional Chinese medicine sector.
One week’s view: the national eye health plan of the 14th five year plan further promotes the high-quality development of eye health
On January 11, 2022, the National Health Commission issued the national eye health plan for the 14th five year plan (2021-2025). By comparing the national eye health plan of the 13th five year plan, this plan focuses on two key groups: children, adolescents and the elderly, focuses on key eye diseases such as ametropia and cataract, and gives clear goals. Put forward clear planning objectives for ophthalmic medical service system, talent team construction and prevention and treatment of key eye diseases, encourage qualified county-level general hospitals to set up ophthalmology independently and provide outpatient services, and suggest encouraging strong ophthalmic specialized hospitals and general hospitals to take the lead in building professional alliances. We believe that ophthalmic specialty hospitals are expected to improve their brand strength and diagnosis and treatment ability through the construction of specialty alliance.
Recommended and beneficial objects
Recommended targets: Henan Lingrui Pharmaceutical Co.Ltd(600285) , Tasly Pharmaceutical Group Co.Ltd(600535) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Xiangyumedicalco.Ltd(688626) , Pharmablock Sciences (Nanjing) Inc(300725) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Apeloa Pharmaceutical Co.Ltd(000739) , Sino Biological Inc(301047) (the above ranking is not in order).
Beneficiary objects: Youcare Pharmaceutical Group Co.Ltd(688658) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Chinese traditional medicine, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , gushengtang, Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Yunnan Baiyao Group Co.Ltd(000538) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Ningbo Sanxing Medical Electric Co.Ltd(601567) , Aier Eye Hospital Group Co.Ltd(300015) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Lianying medical treatment, Beijing Wandong Medical Technology Co.Ltd(600055) , Autobio Diagnostics Co.Ltd(603658) , Guangzhou Wondfo Biotech Co.Ltd(300482) , minimally invasive Siasun Robot&Automation Co.Ltd(300024) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , Shenzhen Lifotronic Technology Co.Ltd(688389) , minimally invasive medical treatment, Lepu Medical Technology (Beijing) Co.Ltd(300003) , Shanghai Kindly Enterprises Development Group Co.Ltd(603987) medical equipment, Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , Xinwei medical treatment, Kontour(Xi’An) Medical Technology Co.Ltd(688314) .
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
