Another Chinese medicine stock won 7 days and 5 boards! Where does it come from?

【Pharmaceutical Network Pharmaceutical Stock Market】After last week, the traditional Chinese medicine stock Special Yi Pharmaceutical walked out of 7 days and 5 boards, and recently another Chinese medicine stock won 7 days and 5 boards, namely Tailong Pharmaceutical
.
As of the close on November 21, Tailong Pharmaceutical's quotation was 8.
75 yuan, an increase of more than 33%
from the closing price on November 16, 2022.
The stock touched the limit in early trading on November 22, and as of 10:11, the increase was close to 7%, the quotation was 9.
36 yuan, the turnover was 1.
628 billion, the turnover rate was 29.
92%, and the price-to-earnings (TTM) loss was made, and the total market value is 5.
372 billion
.
So, where does this Chinese medicine stock come from? According to the data, Tailong Pharmaceutical is a modern pharmaceutical enterprise integrating production, operation and scientific research, and the company mainly includes four business sectors: pharmaceutical preparations, Chinese medicine pieces, drug research and development services and pharmaceutical material circulation
.
Among them, traditional Chinese and Western medicine products are the main ones, involving double jaundice series products, double gold combinations, Haberine (Huperzine A tablets), bamboo lamine (phenolbenzylmine hydrochloride tablets) and so on
.
The analysis believes that the bright rise recorded by Tailong Pharmaceutical is mainly related
to the company's holding of double jaundice oral liquid products.
On November 11, the National Health Commission issued a relevant notice, requiring attention to giving full play to the unique advantages of traditional Chinese medicine and making reserves of effective traditional Chinese medicine prescriptions; Meeting the medication needs of patients, especially those at high risk of severe disease and older patients; Attach importance to giving play to the unique advantages of traditional Chinese medicine and strengthen the reserve
of emergency drugs and medical equipment.
Tailong Pharmaceutical recently replied to investors on the interactive platform, saying that the company's double jaundice oral liquid has been listed as a recommended drug
for major diagnosis and treatment plans by the National Health Commission and the Administration of Traditional Chinese Medicine for many times.
It has been included in the diagnosis and treatment plans of Beijing, Guangdong, Henan, Heilongjiang, Shaanxi and other provinces and cities; The company has actively prepared raw material reserves and reasonably planned production, which can ensure the sufficient supply of
products.
The company has jointly established planting bases with local farmers and cooperatives in many Forsythia Real Estate Areas inside and outside the province to meet the needs
of its own product production.
In addition, Tailong Pharmaceutical is also involved in the field of drug R&D services, Zhongtai Securities pointed out in the research report that the valuation of the CRO sector is at a historical low, the epidemic disturbance, the marginal improvement of the geopolitical game, the valuation of the sector is expected to gradually recover, and said that the CRO sector is a good track for long slopes and thick snow, and the business model of the integrated platform "front-end diversion + back-end extension" accelerates the harvest
.
It is reported that Xinling, a subsidiary of Tailong Pharmaceutical, provides customers with technical services
for the whole industry chain such as preclinical pharmaceutical research, clinical CRO services, registration application and transfer of R&D results.
From the perspective of the entire traditional Chinese medicine sector, with the recent easing of environmental policies released by the "Twenty Articles" and the impact of the potential influenza season, the traditional Chinese medicine sector has ushered in a relatively strong upward logic
.
On November 22, the entire traditional Chinese medicine sector changed, in addition to Tailong Pharmaceutical, there were also traditional Chinese medicine stocks including Jianmin Group, Zhongsheng Pharmaceutical, Huluwa, Zhenbao Island and other traditional Chinese medicine stocks have risen
.
For the next market of the traditional Chinese medicine sector, Huaan Securities believes that in the case of the trend of environmental easing and the National Center for Disease Control and Prevention's reminder of the autumn and winter influenza season, respiratory anti-infective drugs will become a normal demand
in the future.
In particular, the unique advantages of traditional Chinese medicine in "treating diseases before they occur" will be brought into full play
.
CITIC Securities said that the state has frequently issued policies to support the development of traditional Chinese medicine, and raised the development plan of traditional Chinese medicine to the national level
.
For example, 36 of the 53 varieties collected by the Guangdong Provincial Alliance are unique varieties, while traditional Chinese medicine has the attributes of consumer goods and health products, and has a long-term growth logic under the aging of the population and consumption upgrading, and it is expected that the overall demand of the traditional Chinese medicine industry will continue to improve
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.