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    Home > Active Ingredient News > Drugs Articles > In the second half of the year, these four pharmaceutical stocks sub-sectors deserve attention.

    In the second half of the year, these four pharmaceutical stocks sub-sectors deserve attention.

    • Last Update: 2020-08-28
    • Source: Internet
    • Author: User
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    In the first half of this year, compared with other industries affected by the epidemic, the pharmaceutical industry has become a unique presence.
    , especially pharmaceutical stocks are in the bull market carnival, many pharmaceutical companies rose and stopped.
    , it is worth noting that into the second half of 2020, pharmaceutical stocks did not continue the first half of the strong rise, began to appear a rapid decline and rapid rise of the unstable situation. in the second half of
    , these four pharmaceutical stocks sub-sectors deserve to focus on this situation, industry analysts believe that there are two main reasons, first, the first half of the pharmaceutical stocks rose too much, high invincible;
    so in the second half of the year, how to select good pharmaceutical stocks among the hundreds of listed companies to invest? Below, the author in consulting the industry, and integrate some trends in the pharmaceutical industry, to find out the four major sub-sectors worthy of attention to share with you.
    bio-vaccine sector pharmaceutical stocks have in fact been institutions and foreign capital and other large funds, and now with the popularity of value investment in A-shares, more and more funds gradually participate in pharmaceutical stocks investment.
    especially because of this year's particularity, the bio-vaccine plate is more powerful recently, the leader Boao innovation received 6 boards outside, Watson biological, revival medicine has also appeared up and down, even board.
    in accordance with the current environment, the industry believes that although the current pharmaceutical index is at a high point, a number of stocks are also at a high historical valuation, but in comparison, the hot sectors still have investment value. The
    vaccine as an effective way to eliminate the outbreak will also be focused in the second half of the year, which is bound to improve the awareness and vaccination rate of new vaccines, including biological vaccines, long-term benefits to innovative vaccine companies, recommended to focus on zhifei biological, Kantai biological and Watson biological and other heavy-weight products supported enterprises.
    medical device sector review the first half of the year, the pharmaceutical industry out of the "divisive market."
    But in terms of sub-sectors, the sub-sectors that have risen very well since 2020 have been medical devices, up 52.38 per cent, followed by biologics and chemical raw materials, while in other sub-sectors, medical services have risen 15 per cent, chemicals have risen 6.71 per cent and pharmaceutical businesses have risen 8.98 per cent.
    , although from the data point of view, the first half of the medical device sector performance, but it is worth noting that its "differentiation" situation is also very serious.
    , for example, IVD (in-body diagnosis) in the medical device sector performed very well, but orthopaedic supplies and so on due to the hospital outpatient volume, surgery volume, the impact of a large, the performance of a sharp decline.
    , the industry believes that the second half of the year with the epidemic prevention and control situation turned better, most of the early demand for large products will return to normal levels, the early increase is too high companies should pay attention to circumvent.
    early stage, such as high-value supplies, medical imaging, orthopaedic implantation equipment, etc. are just needed, so the performance will be greatly improved.
    can increase the attention of related enterprises, such as heart health care, jianfan biology, Mike biology and so on.
    medical services sector to Ping An good doctor, Ali Health and other representative of the Internet medical care as an important branch of the medical service sector, no doubt benefit from the outbreak ushered in a rapid growth.
    that the outbreak has clearly made more consumers aware of the benefits of Internet health care, so in the second half of the year and in the long term, the industry-related enterprises will usher in sustained and stable development.
    such as ophthalmology, dentistry, physical examination and other specialized chain institutions, based on China's huge demand for treatment, with the epidemic prevention and control situation is good, has shown a recovery trend, the second half of the year will be expected to bottom rebound, ushered in an outbreak.
    industry recommends focusing on Eyre Ophthalmology, General Strategy Medical, Meiye Health and other enterprises.
    chinese medicine sector, although compared with other sectors of the valuation of lower, industry sentiment has also declined, but it is in recent years the state focus on supporting the revitalization of the national industry.
    , with the increase in the importance of Traditional Chinese medicine, Chinese medicine stocks in the future will have greater opportunities for development.
    In the long run, in the Chinese medicine industry policy pressure is still under the circumstances, in the choice of the standard, it is recommended to favor "light medicine heavy medical consumption", pay attention to the leading enterprises with the advantages of large varieties and other products, and have certain consumption attributes of varieties.
    such as the selection of tablets, Yunnan white medicine, such as ultra-long-term investment, is a more secure and effective method.
    analysis by industry experts, the probability of differentiation in the pharmaceutical sector will be greater in the second half of the year.
    suggested that when investing, try to dilute the short-term impact of the outbreak, and consider the structural investment opportunities of the sector from the perspective of medium- and long-term industrial trends and the business climate of the sub-sectors.
    .
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