A shares welcome the "open door", the industry: medicine is still the gold track

"Pharmaceutical Network Market Analysis" during the double-holiday period, overseas markets generally rose, after the festival, A-shares also ushered in the "open door red."
, the market in the fourth quarter has attracted much attention from the industry.
industry analysis pointed out that in the long run, medicine is still the gold track.
From the back reasons, with the consistent evaluation of generic drugs, innovative drug approval accelerated, forcing pharmaceutical companies to develop in the direction of innovation, innovative drugs as the main line of sub-industry market demand is activated, so far, the long-term development logic of the pharmaceutical industry has not changed significantly.
the aging of the population structure, the level of mass consumption is constantly upgrading, and the medical industry has the driving force for long-term development.
industry pointed out that, especially in some excellent pharmaceutical sub-circuit, such as innovative pharmaceutical industry chain, medical services, high-end equipment, related enterprises have the space and opportunities to become bigger and stronger.
of innovative pharmaceutical industry chain, the rigid demand brought about by aging and consumption upgrading will cause the demand for drugs for chronic diseases such as cardiovascular and tumors to expand.
, chronic disease is the current hot field, but also attracted domestic innovative pharmaceutical enterprises have layout.
In the field of anti-tumor PD-1/PD-L1 market, as early as 2018 there are about 20 domestic PD-(L)1 single resistance in research and development, research and development pharmaceutical companies including Junshi Bio, Xinda Bio and Hengrui Pharmaceuticals, but because of the high entry threshold of PD-1, the strength of research and development requirements, and investment costs are huge, strong enterprises are difficult to stand out.
China's huge slow-disease market is also attracting a number of pharmaceutical companies to accelerate the layout, for example, as early as 2014, Shi Pharmaceutical Group's innovative drug "Hyunning" launched the U.S. NDA project, and on December 20, 2019 was approved by the FDA review, becoming the first local Chinese companies to obtain full U.S. approval of innovative drugs.
industry believes that in the chain of slow disease management, the future will give birth to a series of huge business opportunities, in order to win more markets, pharmaceutical companies need to be laid out as soon as possible.
medical service track, this year, affected by the special period, the industry is expected to pay more attention to health management later in the year, for health care-related enterprises will put forward greater expectations, this is an opportunity and a challenge.
several sub-tracks are of interest to the industry.
is high-end medical services, in recent years, the demand for high-end medical services is very large, and customers show a growing trend of youth.
is the rehabilitation industry, in addition, home care, cancer treatment and other sub-sectors are also optimistic.
high-end equipment track, this year, including Gree and other enterprises are across the border to target the field of high-end equipment, it can be seen that the market potential behind it gradually emerged.
, in recent years, by a series of good policies, China's medical device market has been growing steadily.
relevant data show that in 2018, China's medical device market size of about 530.4 billion yuan, a growth rate of about 19.19 percent, china's medical device market size is expected to exceed 600 billion yuan in 2019, about 636.5 billion yuan.
this year, the equipment industry has ushered in opportunities.
The industry believes that, combined with the current trend of infrastructure development, as well as exposed public health service short board, it is expected that the future investment in hospital construction will be increased, whether it is incremental hospital construction or the quality improvement of the stock of medical services, will produce a greater demand for medical equipment, especially high-end medical equipment.
, high-end medical equipment itself has both technological and consumer characteristics, enjoying long-term growth in valuation and performance in the pharmaceutical sector.