Anti cold drugs are popular in the pharmaceutical industry

Market analysis of China Pharmaceutical network 】For the current hot sale of anti cold drugs and the phenomenon that many enterprises follow the trend in the investor interaction platform, a securities firm strategy analyst told reporters that short-term hot spot does not fundamentally change the fundamentals of drug companies For institutional investors, their focus is on the continuous stability of the fundamentals of the companies on the market, and they will not blindly increase their investment due to the emergence of short-term themes Zi With more and more places entering the seasonal peak of influenza, the number of hospital visits has increased dramatically, which has also brought about the hot sale of anti cold drugs, and further promoted the secondary market performance of listed companies related to the production of anti flu drugs, such as pharmaceutical stone technology, poinsettia, Lizhu group, Kelun pharmaceutical, Lufan pharmaceutical and other companies In the 2017 annual report disclosure period of listed companies, the leading pharmaceutical industry segment with performance support is expected to attract investors' attention "This year's abnormal weather caused a high incidence of influenza, and the intensity of this influenza is significantly higher than that of the same period in previous years." An anonymous senior researcher in the pharmaceutical industry pointed out in an interview with the reporter of red weekly that every winter and spring is a high incidence season of influenza Every five or six years, there will be a wave of high incidence season of influenza Zhao Bing, an analyst in the pharmaceutical industry of Shanghai Securities, also believes that the introduction of the 2018 influenza diagnosis and treatment plan is conducive to the improvement of antiviral drugs and the corresponding Chinese patent medicine market, and has a positive impact on the business environment of relevant listed companies, such as Yiling pharmaceutical, which produces Lianhua Qingwen capsule, and sunflower pharmaceutical, which produces children's lung heat cough and asthma oral liquid, all increased production and sales due to the outbreak of influenza "The flu is coming fast and moving fast It is expected that the flu epidemic will form a short-term stimulus to the pharmaceutical market before the Spring Festival." Zhao Bing said so The reporter learned that due to the strong variability of influenza, at present, the effective western medicine for influenza mainly includes oseltamivir, zanamivir and palamivir, while the traditional Chinese medicine for adults includes Jinhua Qinggan granules, Lianhua Qingwen capsules, Qingkailing granules (oral liquid), Shufeng Jiedu capsules, Yinqiao Jiedu capsules, Sangju colds, etc., while Banlangen, the star anti influenza drug in the past, is not It is recommended in the influenza diagnosis and treatment plan In children's medication, it is recommended that children's Anti Sense granules, children's douqiaoqingre granules, etc Among the varieties of Western anti influenza drugs, at present, the domestic approved manufacturers of oseltamivir include dongyangyao and Shanghai Zhongxi 3D pharmaceutical, a subsidiary of Shanghai Pharmaceutical Among them, oseltamivir of dongyangyao accounted for 86.85% of the market share in the sales of sample hospitals in the first three quarters of 2017, far exceeding the original research Roche Among the traditional Chinese medicine manufacturers, Qingkailing injection and capsule produced by Guangzhou Baiyunshan Mingxing Pharmaceutical Co., Ltd., a subsidiary of Baiyunshan, and Xiaoer Daichi qiaoqingre granules produced by Jichuan Pharmaceutical Co., Ltd all increased rapidly in sales due to the recommendation of the new influenza diagnosis and treatment scheme Not recommended drug companies have been busy with the outbreak of this round of national influenza, leading to the hot sale and out of stock of many anti influenza drugs For example, the manufacturer of oseltamivir, dongyangyao, and the manufacturer of Lianhuaqingwen, Yiling pharmaceutical, have made it clear that the sales volume of related products has increased by multiple than usual due to the hot sale Among them, the insiders of Yiling pharmaceutical industry said, "in the face of sudden large-scale market demand, now our workshop temporarily stops the production of other drugs, and 12 high-speed production lines are all used to produce Lianhua Qingwen capsules and granules without stopping." At present, the daily output of Lianhua Qingwen is 3500-4000 boxes, with the production capacity increased by 5 times " Compared with the advantages of the above two enterprises, the pharmaceutical enterprises not included in the diagnosis and treatment scheme recommended by the national health and Family Planning Commission have also scratched hot spots, such as poinsettia, Xiangxue pharmaceutical, Kangyuan pharmaceutical, Huarun 39 and other companies have emphasized the effectiveness of their own drugs on the investor interaction platform Among them, Xiangxue pharmaceutical said that in the near future, the frequent occurrence of influenza, the market demand for drugs to treat influenza continued to increase, the company's product Xiangxue antiviral oral liquid has a good preventive effect and curative effect on diseases such as wind heat cold, fever, upper respiratory tract infection, influenza, mumps virus infection, etc; Kangyuan pharmaceutical said that the company's Reduning injection has been listed in the national health and Family Planning Commission's diagnosis and treatment guidelines for a number of diseases; Cr Sanjiu said that 999 cold medicine series products enjoy high market awareness and consumer recognition, and the cold category is the company's OTC business category Among them, antiviral oral liquid and other products can be used for the prevention and treatment of influenza For the current hot sale of anti cold drugs and the phenomenon that many enterprises follow the trend in the investor interaction platform, a securities firm strategy analyst told red weekly that the short-term hot spot does not fundamentally change the fundamentals of pharmaceutical companies For institutional investors, their focus is on the continuous stability of the fundamentals of listed companies, which will not be caused by the emergence of short-term themes Blindly increasing investment "Performance is the king, and value investment is still the core idea of investing in the pharmaceutical and biological sectors." According to the above researchers, in the current disclosure period of annual reports of listed companies, investors should pay more attention to the stable performance of pharmaceutical white horse stocks, "the performance of listed companies increases by about 30%, and the company with a valuation of about 20 times is worth looking forward to." At present, the investment income of large and medium-sized stocks is better than that of small and medium-sized companies " According to the standard of "the performance growth of listed companies is about 30%, and the valuation is about 20 times", the reporter screened the pharmaceutical stocks, and found that the expected net profit growth rate in 2018 is about 30%, and the corresponding enterprises with the valuation of about 20 times are Jichuan pharmaceutical, sunflower pharmaceutical, Chinese medicine, shandahua, etc Among them, the 2017 performance forecast net profit of sunflower pharmaceutical industry is about 4322.0717 million yuan to 4475.1744 million yuan, an increase of 451.04% - 470.56% It is understood that Xiaoer Feire Kechuan oral liquid (granules) is the core main product in the field of children's medicine of the company, and the sales volume of single product in 2017 exceeded 600 million yuan At present, the company's valuation is only 22 times The leader of the pharmaceutical segmentation industry is expected to see a boom in production and sales of anti allergy pharmaceutical companies due to the outbreak of influenza, while the leader of the pharmaceutical industry segmentation industry has also been intensively investigated by institutional investors in the near future due to the continuous improvement of the fundamentals According to statistics from red weekly, 115 companies out of 279 pharmaceutical stocks have released 2017 annual performance forecast Among them, there are 85 companies that have increased in advance, 13 companies that have continued to make profits, 2 companies that have turned losses, 3 companies that have suffered the first loss, 8 companies that have been reduced in advance, and 4 companies that are uncertain Among the companies with performance increase in advance, 12 pharmaceutical companies such as Yabao pharmaceutical, Lizhu group, Yisheng pharmaceutical and jiankangyuan are expected to double their annual performance Among them, Yabao pharmaceutical is expected to increase its net profit by 788% ~ 818% in 2017, which is due to the increase of sales revenue of key products and high margin products of the company; Yaoshi technology, a cro service provider, is expected to increase by 77.21% ~ 106.28% due to the favorable industry environment, with a net profit of about 64-74.5 million yuan predicted; Lizhu group, a leading innovative medicine company, is expected to achieve a net profit of about 4322.0717 million yuan to 4475.1744 million yuan, an increase of 451.04% - 470.56% In recent institutional research, pharmaceutical companies with continuous growth in performance have been investigated by many agencies, such as American health, Puli pharmaceuticals, Heron medicine, and Li Zhu group Among them, when Puli pharmaceutical was investigated by the agency on January 12, it said that Puli has always taken the international route, and we have the first advantage in consistency evaluation; solid and injection consistency evaluation company is already in the process In the current pharmaceutical policy environment, internationalization and consistency evaluation are good for the company's new production capacity, and the performance is expected to grow better after the realization of capacity expansion When Hanyu pharmaceutical was investigated by the organization on January 12, it said that the consistency evaluation company had the first advantage, and the consistency evaluation company of solid and injection was already in progress YAMAWA Pharmaceutical Co., Ltd also said that the impact of consistency evaluation on the company is positive, and the impact is expected to begin to appear in the second half of 2018 Tiger pharmaceutical is a leading clinical cro enterprise, with a net profit of about 281304000-323358900 yuan in 2017, an increase of 100% - 129.90% At the time of institutional research, tiger pharmaceutical said that the continuous promotion of consistency evaluation policy will make be incremental business become the performance growth point of the company from 2018 to 2019; and the company's performance is expected to grow rapidly thanks to the policies of innovative drugs, priority review and approval, as well as the continuous promotion of Asia Pacific and overseas businesses Original title: anti allergy pharmaceutical enterprises strengthen in short term, leading in pharmaceutical segmentation, optimistic Author: Liu Xiaoxu