Industry: Chinese medicine stocks are expected to usher in rising opportunities

[Pharmaceutical Network Pharmaceutical Stock Market] According to news on September 8, Tai An Tang hit the daily limit today.
As of press time, the stock reported 6.
22 yuan, with a turnover of 329 million yuan, a turnover rate of 7.
22%, and a total market value of 4.
769 billion yuan
.

In terms of capital, the net inflow of the main capital of Tai'antang in the past 5 days was 8.
2786 million yuan, and the main capital showed a net inflow as a whole
.

The stock has risen by the limit 5 times in the past year
.

It is reported that the company is mainly engaged in the research, development, production and sales of pharmaceuticals; planting, processing and sales of Chinese medicinal materials
.

The industry believes that after the adjustment, the valuation returns to a reasonable range, and Chinese medicine stocks are expected to usher in a rising opportunity
.

Up to now, the semi-annual results of listed companies in 2021 have surfaced one after another
.

Judging from the performance of major traditional Chinese medicine companies in the first half of the year, more than 70% of their revenue and net profit rose.
Only six companies, including *ST Kangmei, Jiyao Holdings, and Guangyuyuan, were in a loss state.
Tai'antang, Taiji Group, and Longjin Pharmaceutical all saw their net profit increase by more than 400% in the first half of 2021
.

 　　Among them, Tai'an Tang disclosed the interim report on August 28, 2021.
The company achieved a net profit of 520 million attributable to the parent in the first half of 2021, a year-on-year increase of 1865.
7%; Taiji Group's net profit attributable to shareholders of listed companies in the first half of the year was 76.
8787 million yuan, which was higher than last year.
In the same period, 10.
2176 million yuan increased by 652.
41%; in the first half of the year, Longjin Pharmaceutical's net profit attributable to its parent was 4.
8729 million yuan, a year-on-year increase of 403.
32%
.

 　　In terms of market value, there are 70 stocks in the A-share market that involve traditional Chinese medicine, with a total market value of more than 980 billion yuan.
Pien Tze Huang, Yunnan Baiyao, and Baiyunshan are among the top market capitalists.
, The valuation of Baiyun Mountain is less than 30 times, which is relatively low
.

In addition, according to industry statistics, 13 companies in traditional Chinese medicine stocks are held by more than 100 institutions.
Among them, Pien Tze Huang and Yunnan Baiyao are held by more than 400 institutions, and Tongrentang and Baiyunshan are held by more than 200 institutions
.

 　　The analysis pointed out that since the first half of this year, the favorable policies of the state to support the development of traditional Chinese medicine have been successively introduced, which is the main driving force for the rise of the traditional Chinese medicine sector
.

For example, in February this year, a number of policies and measures to accelerate the development of traditional Chinese medicine were released to increase long-term investment in the traditional Chinese medicine industry; Development Opinions", emphasizing that "there should be hospital leaders in charge of traditional Chinese medicine work relatively fixedly, to create conditions for the coordinated development of traditional Chinese and western medicine; health administrative departments should incorporate the work of integrated traditional Chinese and western medicine into hospital evaluation and public hospital performance assessment, and promote the development of Chinese medicine in general hospitals.
"Medicine Development", which further enhanced the status of TCM departments in public general hospitals
.

 　　The industry believes that with the successive implementation of a series of relevant policies to support and encourage the development of traditional Chinese medicine, the traditional Chinese medicine industry is about to enter a new stage of development
.

Many traditional Chinese medicine companies are also full of confidence in the future development of the industry.
For example, Guizhou Sanli stated in its semi-annual report that the state's full recognition of traditional Chinese medicine has increased the whole society's attention to the pharmaceutical industry, especially the traditional Chinese medicine manufacturing industry and follow-up investment.
, which is conducive to ensuring the long-term healthy development of the pharmaceutical industry
.

 　　Regarding the future opportunities in the traditional Chinese medicine sector, some securities people said that from a policy perspective, the country will improve the development environment, support the development of the national traditional Chinese medicine service export base, vigorously promote the trade in traditional Chinese medicine services, and help the internationalization of traditional Chinese medicine services
.

Leading Chinese medicine enterprises are expected to usher in historic development opportunities.
It is recommended to pay attention to traditional Chinese medicine enterprises with exclusive varieties, strong innovation ability and broad international market
.