The performance of traditional Chinese medicine stock market is worth looking forward to after the policy "grand ceremony"

[chinapharma.com pharmaceutical stock market] in the view of the industry, if the simplified registration and approval of traditional Chinese medicine famous prescription compound preparation is passed, the application for approval of traditional Chinese medicine compound preparation from the ancient classic prescription is exempted from clinical application, which will greatly shorten the approval time and cost, and there will be a batch of new Chinese medicine on the market in the near future According to the current market data, the sales volume of classical prescriptions in Chinese patent medicine market is less than 10 billion yuan, and the proportion in the sales market of more than 600 billion Chinese patent medicines is still very low, so there is a huge room for improvement (it's worth looking forward to the performance of TCM stock market after the policy "Dali" is ushered in.) this month 22 is "world traditional medicine day", and the TCM industry has also received the policy "Dali" in the near future On October 8, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on deepening the reform of the review and approval system and encouraging the innovation of pharmaceutical and medical devices (hereinafter referred to as the opinions), which clearly proposed that the inheritance and innovation of traditional Chinese medicine should be supported, and the review and approval of classic famous traditional Chinese medicine should be in accordance with the simplification standard Then on October 9, the State Food and Drug Administration issued the administrative regulations on simplified registration and approval of traditional Chinese medicine and famous formula compound preparation (Draft for comments) (hereinafter referred to as "draft for comments") and the requirements for application materials (Draft for comments), which clarified that only pharmaceutical and non clinical safety research materials can be provided for the qualified application of famous formula preparation for production, The data of pharmacodynamic study and clinical trial were not reported With the appearance of the above-mentioned documents, the application for approval of Chinese patent medicine compound preparation originated from ancient classical prescriptions has stepped into the era of "clinical free", which in the view of the industry, will not only greatly shorten the approval time and cost, promote the batch listing of new Chinese medicine, but also inject new vitality into the development of Chinese patent medicine In the view of the industry, if the simplified registration and approval of the traditional Chinese medicine famous prescription compound preparation is passed, the application for approval and exemption of clinical application for the traditional Chinese medicine compound preparation from the ancient classic prescription will greatly shorten the approval time and cost, and there will be a batch of new Chinese medicine on the market in the near future According to the current market data, the sales volume of classical prescriptions in Chinese patent medicine market is less than 10 billion yuan, and the proportion in the sales market of more than 600 billion Chinese patent medicines is still very low, so there is a huge room for improvement Traditional Chinese medicine companies such as Yunnan Baiyao and Pianzihuang will gain substantial benefits after the implementation of simplified approval of classical famous prescriptions Analysts of Guangzhou Hengsheng pointed out that it is particularly good for varieties developed on the basis of classic famous formula This can save a lot of time and money costs for related enterprises, and to a large extent, encourage Chinese medicine enterprises to develop new drugs In addition, with the improvement of purchasing power and the change of consumption concept, consumer goods in the big health category that cater to the health needs of middle-class people usher in the development space Some varieties in the field of traditional Chinese medicine in the pharmaceutical biological industry play a significant role in the process of consumption upgrading due to their health care effect and strong consumption attribute At present, there are 70 traditional Chinese medicine shares in the A-share market, among which four enterprises, Pianzihuang, dong'e-jiao, Yunnan Baiyao and Tongrentang, are closely related to the consumption upgrading trend, and the share prices of these four stocks are also in the forefront of the same industry In 2017, China Daily reported that the total net profit attributable to the parent of the above four enterprises was 3.499 billion yuan, accounting for 20.90% of the total net profit of all Chinese medicine listed companies, among which Yunnan Baiyao achieved a net profit of 1.565 billion yuan, ranking the first among the four companies In terms of market performance, the share price rose by 31.97% in the past year, ranking first among four companies The core product of pianzehuang is the pianzehuang series In addition to drug sales, the company has also built a health industry related to health, health care and health food As a rare traditional Chinese medicine health product, Huatai Securities believes that pianzehuang still has strong stock price action First of all, pianzehuang and Yunnan Baiyao are listed as the top secret formula of national traditional Chinese medicine, with deep moat and strong variety power; second, compared with other enterprises, pianzehuang's brand potential is large, which has not been fully released at present; in addition, in recent years, the company's marketing promotion helps to solve the problem of low sales rate due to being restricted by the early stage of the system In terms of institutional positions, compared with the results of the first quarter report and the middle quarter report in 2017, in the second quarter report, dong'a Jiao ranked first among the four companies in terms of the added value of institutional shareholding compared with the first quarter report, from 49.46% to 55.54%, an increase of 6.08%, and the added value of the other three companies was no more than 5% Dong'a donkey hide gelatin is a large-scale enterprise of donkey hide gelatin in China At present, donkey hide gelatin has become a large-scale OTC (over-the-counter medicine) single product and is listed as a nourishing and health preserving brand In 2017, China Daily reported that dong'a-jiao achieved a net profit of 901 million yuan, an increase of 8.75% year on year After several price increases of the company's donkey hide gelatin series products, the current consumers are mainly concentrated in the consumer groups with low price sensitivity, and benefit from consumption upgrading and population aging Bohai Securities expects that the demand for donkey hide gelatin in the domestic consumer market is on the rise In the case of continuous shortage of raw material end donkey hide supply, the company's products still have room for price increase, which has the potential to increase the company's performance Original title: [tonghuashun Bureau of statistics] Chinese medicine industry revenue policy "Dali" Chinese medicine stock market performance is worth looking forward to