Shares of 33 pharmaceutical and biological companies reached a new high, accounting for 26.4%

[pharmaceutical network industry trends] in recent years, affected by the epidemic, pharmaceutical stocks have gained momentum According to industry data, in the eight trading days since the Spring Festival of the rat year, 33 of the 125 companies whose shares have reached a record high belong to the pharmaceutical and biological industry, accounting for 26.4%   Among them, pharmaceutical and biological companies with an increase of more than 10% mainly include Borui Pharmaceutical (up 36.08%), Mindray medical (up 21.48%), minder medical (up 15.52%), Tiantan Biological (up 15.10%), Jianfan biological (up 14.71%), Hualan biological (up 14.08%), AoXiang Pharmaceutical (up 13.89%), yaomingkant (up 12.44%), Shandong Pharmaceutical (up 11.02%), Xiangsheng medical (up 11.02%) 10.20%), Kaipu Biology (up 10.18%), etc Novel coronavirus pneumonia is a major part of the pharmaceutical industry The industry analysts point out that in the short term, some pharmaceutical and biological stocks are mainly affected by the new crown pneumonia epidemic But from the medium and long term and previous experience, the health care industry has the characteristics of growth certainty and demand certainty, and the core logic of investment will not change Among them, Southwest Securities said that due to the impact of the new pneumonia epidemic, the pharmaceutical industry leader has become a more deterministic growth asset in the macroeconomic environment, and after 2017, the pharmaceutical industry is likely to become the investment direction pursued by the market again Tianfeng Securities believes novel coronavirus pneumonia incidence rate is seasonal, and the demand for related medical products is short or larger But in the long term, our medical and health awareness, medical treatment and drug consumption habits will change significantly, which will benefit the relevant pharmaceutical enterprises In the view of CITIC Securities, the investment opportunities of follow-up pharmaceutical stocks are still worthy of attention In the medium term, medical demand will only be postponed, but the total amount will not be reduced, focusing on the marginal improvement of performance after the outbreak In the long run, the investment in medical and health costs will continue to increase, and the medical sector is worth re matching In addition, the industry said that driven by the aging of demand side population and supply side gene therapy innovation, the growth rate of net profit of Listed Companies in the pharmaceutical sector is expected to maintain more than 10% for a long time Therefore, the pharmaceutical sector is attractive to medium and long-term investors There are also insiders who believe that medicine is a typical growth industry, and historical experience at home and abroad shows that the large number of bull stocks in the pharmaceutical industry is worth long-term investment and can continue to obtain excess returns In the long run, the aging population, disease spectrum transfer and other factors will continue to promote the rapid growth of the industry, and with the deduction of time, continue to urge new key investment areas Overall, the impact of the epidemic on most other companies in the pharmaceutical industry is limited for three reasons First, the demand of the pharmaceutical industry is dominated by rigid demand, which will be released after the end of the epidemic, and the lag time is relatively short; second, the epidemic occurred during the Spring Festival, which is the off-season of the pharmaceutical industry; third, the barriers of the pharmaceutical industry are high, from the perspective of the overall report of listed companies, the fixed cost accounts for a small proportion, the anti risk ability is strong, and the impact is controllable In the long run, with the deepening of domestic aging and the continuous and rapid improvement of health consumption level, the pharmaceutical industry will continue to be optimistic At present, the promising main lines in the industry include innovation industry chain, image diagnosis industry chain and consumer specialized chain medical industry chain.