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Pharmaceutical Network Market Analysis: Recently, the heat of innovative drugs and vaccine research and development has continued to rise, and the vaccine-related supporting industry chain has attracted the attention of investors.
industry believes that as the impact of the domestic epidemic gradually weakens, the early suppressed medical needs may usher in a larger rebound.
the development trend of the pharmaceutical industry, there are four investment directions for reference in the future.
varieties include innovative drugs and their industrial chain, innovative equipment, innovative vaccines, innovative testing and so on.
In terms of innovative drugs, with the promotion of volume procurement, medical insurance policy, innovative drugs become the main theme of industrial development, the industry recommends to continue to pay attention to innovative drug research and development leader Hengrui Pharmaceuticals to innovation industry chain drugs Mingkangde, Tag Medicine, in addition to the recommendations to pay attention to Changchun high-tech, one-hearted and Temple of Heaven biology.
Innovatoric equipment field, after the cycle of domestic public health will continue to make efforts to make up the short board, a new round of medical device procurement cycle is about to start, with significant clinical value of medical equipment and production enterprises are expected to benefit, it is recommended to pay attention to the device leader Meirui Medical, Lepu Medical, Antu Biological and so on.
Innovating vaccines, the vaccine development process will continue to be concerned, the importance of vaccination is increasingly highlighted, the industry believes that the future of new vaccine awareness and vaccination rates will be increased, long-term benefits to innovative vaccine companies, recommended to focus on Zhifei Bio, Kantai Bio, North China Pharmaceuticals and Watson Bio.
in the field of innovation testing, with the improvement of people's health awareness, genetic testing industry has broad prospects.
conservative estimates, the market size of the industry has reached the level of 100 billion, this year by the special period of influence, the domestic genetic testing industry continues to be good.
industry recommended to pay attention to the domestic gene testing industry leader Hua da gene, Berry gene, Ed biological, Cape biological and so on.
of chinese medicine includes independent consumption and consumption of traditional Chinese medicine.
in the rising mass consumption, as well as the aging of the population, independent consumption and consumption of traditional Chinese medicine is favored by the industry.
suggested to pay attention to Changchun high-speed, Hualan biological, Shuanglin biological, Weiguang biological, I Wu biological, Opcombe and other enterprises, as well as the tablets, Yunnan white medicine, Tongrentang and so on.
medical institutions include pharmacies, medical services, independent third-party testing institutions.
from the development trajectory of the pharmaceutical retail industry, China's existing pharmacy retail market has appeared "saturation" state, the market reshuffle intensified.
this year by the impact of a special period, Internet health care has become a new wind mouth, listed drugstore chain to accelerate the layout.
industry believes that in the medical value marketization, online and offline to promote the industry concentration of the background, the chain pharmacy leader has more survivability and the ability to meet the challenges.
recommends paying attention to the four listed pharmacies of One Heart, People, Dasinlin and Yifeng Pharmacy.
this year, the medical and health industry has accelerated development, with the enhancement of people's awareness of health care, the field of medical services is also continued to be optimistic, it is recommended to pay attention to general medicine, Eyre ophthalmology, beauty health.
In addition, third-party inspection and testing institutions in recent years has also maintained a relatively fast pace of development, its professionalism and independence and impartiality are increasingly recognized by enterprises, consumers, regulatory agencies, with the continuous development of the domestic inspection and testing market, the development prospects of domestic comprehensive inspection and testing institutions are good.
industry is optimistic about Jin domain medicine, Runda Medical, Dean diagnosis and other enterprises.
characteristic API and pharmaceutical distribution characteristic API enterprises with the opening of the industry boom cycle, generally showing a good performance trend.
Huahai Pharmaceuticals, Haipuri, Jianyou shares, Jiuzhou Pharmaceuticals, Novarhua and other enterprises are favored.
, in the field of pharmaceutical distribution, the industry recommended to pay attention to Kyushua Tong, Shanghai Pharmaceuticals, Liu medicine shares, national medicine consistent and so on.
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