Are investment opportunities in the pharmaceutical sector over? Industry: Quite the opposite.

On August 19, Tonghuashun data showed that the pharmaceutical biology sector fell 2.79 percent on the day, with vaccine concept stocks down 4.79 percent.
recently, the original "over-screen" active equity fund performance list for several months of medical theme funds also seem to have become the master, non-pharmaceutical funds Great Wall environmental theme. More than
investors believe that the recent performance of the pharmaceutical sector is relatively weak, and some of the improvement in the fundamentals of the non-cyclical sector will lead to the growth of the net value of non-pharmaceutical theme funds, which is a healthy performance of the market.
, are investment opportunities in the pharmaceutical sector over? This is the industry is more concerned about the topic.
in the eyes of industry insiders, investment opportunities in the pharmaceutical sector are far from over.
the first half of the pharmaceutical fund to obtain a significant excess income, the market at the same time the pharmaceutical sector expectations are relatively high, now in the short term there is a certain adjustment or decline is normal phenomenon.
through the disclosed first half of this year's financial results can be found that the first half of the pharmaceutical and biological industry listed companies generally performed well.
as of August 19, 90 listed companies in the pharmaceutical and biological industries had disclosed their results for the 2020 half-yearly results, and during the reporting period, a total of 60 companies, or nearly 70 percent, had achieved a year-on-year increase in net profit attributable to shareholders of the parent company.
, 17 companies achieved a doubling of net profit attributable to shareholders of the parent company during the reporting period, and two companies, Zhende Medical and Oriental Bio, achieved a more than 10 times year-on-year increase in net profit attributable to shareholders of the parent company during the reporting period.
other pharmaceutical and biological stocks have been courted with money.
statistics show that on August 19, a total of 73 pharmaceutical and biological stocks in the sector showed a large single net capital inflow trend, of which, 27 stocks of large single capital inflow of more than 10 million yuan, Hengrui Pharmaceuticals, Zhejiang Pharmaceuticals and other 2 Stocks on the same day were more than 100 million yuan of large single-fund financing, film , Xianxian Pharmaceuticals and other 25 stocks, including the net inflow of large single-fund also more than 10 million yuan, these 27 stocks a total of 1,048 million yuan.
medium- to long-term investment, the industry believes that the pharmaceutical sector is still the main line of long-term layout.
This person's analysis points out that it is mainly based on two aspects of logic: on the one hand, the medium- and long-term logic of the pharmaceutical sector is the industrial upgrading under the dividend of medical reform policy;
With the continuous adjustment of the pharmaceutical sector, in fact, it is also an opportunity for the layout of good individual stocks, such as medical devices, innovative drugs, vaccines, genetic testing and other sectors of the excellent concept of individual stocks, is still favored by the industry.
Is mainly based on several aspects of thinking: for the innovative drug sector, with the volume of procurement, consistent evaluation, encouragement of innovative drugs and other policies, innovative drugs become the development trend of the pharmaceutical industry, worthy of long-term optimistic, and with the upgrading of people's consumption, health care awareness, as well as the aging of the number of chronic disease patients, coupled with the future increased domestic investment in the field of health care, vaccines, medical devices, testing and other sub-sectors will also usher in opportunities.
in the context of the increasing differentiation of the pharmaceutical sector, sub-sectors may present a strong Hengqiang, leading the winning competitive landscape.
The industry believes that future winners need to have several conditions: first, in a good track, including the demand side of the broad market and continued growth;
.