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On Thursday, in the volatile market pattern, the pharmaceutical and biological sector strength, for the market situation in the weak market added a "bright color", the performance is quite "eye-catching".
from the actual situation of trading, since the "11th" section, the pattern of the two cities from the previous period of strong continuity of the valuation repair phase gradually transitioned to the recent hot spot scattered structural market. From the recent market environment, due to the atmosphere tends to be cautious, risk appetite decreased, defensive demand increased, comprehensive opportunities are not many, but the pharmaceutical bio-sector as the representative of the theme of investment trading opportunities are obvious.theplate is strong
in the current market, hot spot switching is overwhelming, the recent collective strength of the pharmaceutical and biological sector, it seems full of randomness and chance, but it is the result of Dolly good resonance.
Guoxin Securities said, first of all, the basic face of good. According to the latest data from the Bureau of Statistics, total profits in the pharmaceutical manufacturing sector grew by 18.3% year-on-year in January-August 2017, up sharply from last year. The Ministry of Industry and Information Technology's half-yearly data also show that the growth rate of industry profits is stabilizing. From the perspective of listed companies, the net profit attributable to the mother disclosed in the 2017 semi-annual report increased by 17.4% YoY, slightly up from 2016. The profit growth rate of listed companies exceeds the growth rate of the industry, and it is also verified from the side that the leading enterprises in the industry are in a slightly better position than small and medium-sized enterprises.
followed by the Opinions on Deepening the Reform of the Review and Approval System to Encourage Drug Medical Device Innovation (hereinafter referred to as "Opinions") issued by the General Office of the CPC Central Committee and the General Office of the State Council on October 8. This is another programmatic document on the reform of drug device review and approval, following the August 2015 Opinions of the State Council on Reforming the Drug Medical Device Review and Approval System. Judging from the release specifications of this document, the importance is self-evident. Analysts also said that a good policy environment for the industry is undoubtedly the biggest support and good.
trend, the pharmaceutical and biological industry has experienced a round of up-down-to-rise process so far this year. After yesterday's big rise in the sector, Shenwan Pharmaceutical Bioindices again close to the previous high position. As of yesterday, the sector had risen more than 15 per cent since August, ranking second only to the communications sector among the 28 Shenwan Tier 1 industries.
analysts point out that the biopharmaceutical industry's own characteristics determine its supply-side reform and technology renewal process is slow, "explosive" growth expectations are not realistic, more likely, more sustainable and more quality growth. From the beginning of the year to date the plate gradually market, standing at the current point in time, the pharmaceutical and biological industry may be in a long cycle of a new starting point.institutions look at the long sector after the market
the current market as a whole shock, from the game point of view, the previous better blue chips and growth sector its valuation has been at a stage high, not easy to attract incremental funds to intervene. The pharmaceutical bio-sector, which has a relatively low valuation outlook, has begun to be unanimously bullish by institutions.
said the State Council issued the Opinions to provide guidance on clinical standardization and accelerated review of new drugs. After the publication of the Opinion, the pharmaceutical sector rose significantly, and the willingness of the pharmaceutical sector to be added by institutions was strong.
the agency believes that the current drug review reform system dividend is being released, follow-up new drugs and new medical devices will be significantly accelerated review speed, the medical sector will continue to emerge new points. At present, China's drug structure and overseas there are still huge differences, the medical sector "consumption upgrade" refers to the day, and research and development-driven drug structure upgrade will drive the plate to produce greater investment opportunities, the follow-up "research and development innovation" will be the pharmaceutical sector as the most core investment theme.
Guotai Junan Securities also pointed out that the valuation of the innovative pharmaceutical sector with fundamental support, local innovation is in the eve of upgrading, the valuation system needs to be remodeled. At this point in time, the agency continues to strategically look at the revaluation of the multi-innovation drug sector. (China Securities Network)