Fund ten large-size stock exposure Blue-chip into the fund layout focus (p. 4)

agency to investigate the next wind: bull market supporting role pharmaceutical stocks want to be positive?A-share capital feast is in full swing, institutional research has become the company's share price of a strong needleOnce the company after research on the stock price rise and stop phenomenon, in the last week (March 16-20) A-share market intensified, but also appeared in the afternoon welcome morning share price has been dead to seal the rise and fall of the board of the eventthis round of bull market capital surge, since the end of last year A-share company share surging 50% is not new, but the defensive properties and the previous years of industry bull market, may be the main reason why pharmaceutical stocks have become this round of bull market supporting roleHowever, the recent institutional research on pharmaceutical stocks gradually strengthened, even the transformation into the large medical industry cross-border companies have not let goMany of the companies surveyed, such as East China Pharma and Shangrong Healthcare, have seen their share prices soar, but are only on par with last Octobermost representative of East China Pharmaceuticals on the day of the survey that the share price soaredOn Saturday, March 14, East China Pharma disclosed its 2014 annual report, with net profit showing no significantly more than expected, up 32% year-on-yearHowever, on Monday, March 15th, Shares in East China Pharmaceuticals were closed for almost the whole day's most plausible explanation for this is probably the collective survey of more than 90 institutional investors at 3:30 p.mthat day, organized the previous weekendResearch institutions include etcInstitutional investors mainly asked 5 questions, concerned about East China Pharmaceutical Annual Report analysis, main business, beauty products, e-commerce and research and developmentEast China Pharma is registered in Hangzhou, Alibaba's home city, so that the agency can not help but think of the unitedEast China Pharma said that its East China Wulin Big Pharmacy in Tmall to operate B2C business, Hangzhou City, more than 300 pharmaceutical chain retail stores (including Wulin big pharmacy more than 20) in late 2014 with Ali Health signed a contract to participate in the prescription electronic platform businessAt present, the system has begun to test run, patients actively upload prescription photos, pharmacies through price competition to obtain orders, not yet including prescription drugs, the overall business volume is not large a year later, Shangrong Medical received research again, the guests mainly foreign institutions, including Goldman Sachs Asia, Fidelity Fund nearly 30, the type of activity for the Shenzhen Stock Exchange International Department of QFII research Shang Rong Medical claims that the company is a leader in China's hospital construction and medical professional engineering industry, creating a domestic hospital construction overall solution and medical system integration one-stop service foreign institutions are concerned about The core business of Shangrong Medical and its development strategy for the next five years Shangrong Medical said that the hospital overall solution as the core business, according to the different needs of customers, design different solutions for customers to choose For the future, the company will further improve and enrich the product system and industrial chain, in continuing to maintain the hospital overall construction of the main industry development on the basis of mergers and acquisitions and other ways, timely expansion of the main industry upstream and downstream industries, with three to five years time to build medical logistics and distribution, medical supplies production and marketing, medical equipment configuration, medical resources integration and other four platforms, the company will become a large domestic medical service provider for the layout of mobile medicine, Shangrong Medical believes that there will be a large market, in the offline products and business premise, the future will consider doing something in mobile medical last week, the pharmaceutical industry has received research and the pharmaceutical industry listed companies and do medicine robot Chutian technology and so on