Pharmaceutical e-commerce for six consecutive years of high-speed growth funds counter-attack 15 stocks

On Friday, the pharmaceutical e-commerce sector was more active, with 19 related concept stocks in the sector rising against the market, among them, Yunnan White Pharmaceuticals, Erkang Pharmaceuticals, Guangyuyuan, Jiashutang, Dong'a Gum and other five stocks led the rise, respectively: 2.44%, 2.29%, 2.18%, 1.96%, 1.84%.
capital flow, on Friday, a total of 15 concept stocks in the sector received the attention of market funds, a total of 75.18 million yuan. Among them, Yunnan White Pharmaceuticals, Erkang Pharmaceuticals large single-fund net inflow, respectively, 30.3162 million yuan, 13.4061 million yuan, in addition, Kangmei Pharmaceuticals, Yong'an Pharmaceuticals, National Pharmaceuticals Consistent, Liuzhou Pharmaceuticals, Lepu Medical, First Medicine, Qianjin Pharmaceuticals, Jiuzhitang, Ruikang Pharmaceuticals, people and Thai and other stocks of large single capital inflows are also more than 1 million yuan.
news, the Ministry of Commerce recently issued the National Drug Circulation Industry Development Plan (2016-2020) (hereinafter referred to as the "Plan"), clearly to guide the drug distribution industry to effectively allocation of resources, build a drug distribution network throughout urban and rural areas, and gradually improve the concentration of the industry. By 2020, a modern drug circulation system should be formed with unified openness, orderly competition, optimized network layout, high degree of organization and circulation efficiency, safety and convenience, and benefits to the masses.
"Plan" proposed that by 2020, to cultivate the formation of a number of network coverage throughout the country, intensive and high degree of information technology of large-scale drug circulation enterprises. At the same time, support pharmaceutical distribution enterprises and medical institutions, medical insurance departments, e-commerce enterprises to carry out pharmaceutical e-commerce services, to provide patients with over-the-counter drugs , "online (drug) shop access" online subscription (drug) shop delivery" and other convenient services, to promote online and offline integration and development.
To this, analysts believe that the "plan" pointed out that from the external environment, "two-vote system", "separate medicine" and other policies, as well as "Internet and medicine" and other models of innovation, have put forward new requirements for the transformation and upgrading of the industry, which means that pharmaceutical e-commerce will usher in a new opportunity for development.
pharmaceutical e-commerce in China has maintained high-speed growth for six consecutive years. According to CMH data, in 2015, China's total online pharmacy sales reached 11 billion yuan, an increase of 52.8% over 2014. Among them, the size of drugs reached 3 billion yuan, online pharmacy operations accounted for 27.3%, an increase of 57.9% over 2014. It is expected that in 2016 the total class transaction size of online pharmacies will reach 16 billion yuan, up 45.5% YoY, and the single drug will grow to 4 billion yuan.
background, the listed companies of related pharmaceutical e-commerce also ushered in rapid development, promoting the business climate of pharmaceutical e-commerce industry continued to rise. As of February 5, 23 companies had disclosed their 2016 annual results, of which 21 had positive results, accounting for 91.30 percent, according to Tonghuashun, a market research center at Securities Daily. Six companies, including Guangyuyuan, Taiji Group, Yong'an Pharmaceuticals, Ruikang Pharmaceuticals, Longli Bio and Northeast Pharmaceuticals, expect their net profit to double year-on-year in 2016 to 4727%, 305.21%, 250%, 160%, 130% and 106.5%, respectively.
Investment opportunities, Great Wall Securities said that the advance layout of pharmaceutical e-commerce enterprises will usher in development opportunities, brand building and service capacity upgrade and other soft power is particularly important, it is recommended to pay attention to the drug-based development equipment business GPO enterprise Jiaxuan, the comprehensive construction of the pharmaceutical e-commerce platform of the modern pharmaceutical logistics enterprise Kyusju Tong and pharmaceutical retail chain leader. (Securities Daily)