The pharmaceutical industry ushered in the 3.0 era four main coils set 12 stocks

Yesterday, the Shanghai and Shenzhen markets showed a general pattern of growth, the major indices opened high, the center of gravity all the way, on the surface, pharmaceutical stocks have been active, as of the close, the overall rise of the sector exceeded 2%.
Specifically, yesterday, 219 pharmaceutical stocks rose, with 4 stocks such as Zorli Pharmaceuticals, Puli Pharmaceuticals, Xinlitai and Huahai Pharmaceuticals rising and stopping strongly, Pharmaceutical Stone Technology (7.89%), Lizhu Group (7.49%), China Pharmaceuticals (6.97%), Anke Bio (6.12%), Haihong Holdings (6.12%), Haihong Holdings (7.89%), Lizhu Group (7.49%), Anke Bio (6.12%), Haihong Holdings (7.49%). 6.11%), Hengrui Pharmaceuticals (6.10%), Kaiser Medical (5.99%), TaiJi Group (5.48%), Beda Pharmaceuticals (5.43%), Yifan Pharmaceuticals (5.34%) and Haizheng Pharmaceuticals (5.03%) all rose more than 5%.
the flow of funds, the Securities Daily Market Research Center, based on statistics from Tonghuashun, found that yesterday, 118 pharmaceutical stocks showed a large net inflow of large single funds, a total net inflow of 1.406 billion yuan. Among them, 32 stocks of large single-fund net inflow of more than 10 million yuan, Hengrui Pharmaceuticals large single-fund net inflow of the first, reached 244.1863 million yuan, Fosun Pharma large single-fund net inflow is also more than 100 million yuan, reached 177.7738 million yuan, in addition, Lizhu Group (85 69.99 million yuan), Huahai Pharmaceuticals (75.4783 million yuan), Xinlitai (51.2262 million yuan), Yifan Pharmaceuticals (5008.41 million yuan) and other stocks, the net inflow of large single funds is also more significant, all more than 50 million yuan.
pharmaceutical industry has become one of the most noteworthy targets in the current market because of its strong resistance to risk and other factors. In the past 30 days, a total of 80 pharmaceutical stocks by institutions to "buy" or "overweight" and other optimistic ratings, of which, Shanghai Pharmaceuticals, Dong'a gum, Tonghua Dongbao and other 3 stock institutions are optimistic about the number of rating agencies in 10 and above, respectively: 11, 11, 10, the United States health (9 Home), Yunnan White Medicine (8), Xin and Cheng (8), Dean Diagnostics (7), Xinlitai (6), National Medicine Consistent (6), Zhifei Biological (6), Tian Shili (5) and other stocks have also been generally recognized by institutions, institutions optimistic about the number of rated companies have reached or exceeded 5.
fact, for the layout of pharmaceutical stocks, some institutions have looked forward to next year, COKIN said that the current is still the best time to invest in the pharmaceutical sector.
Guotai Junan Securities pointed out that, focusing on next year's layout, the accelerated development of innovative drugs, generic drug consistency evaluation gradually approaching, retail and channel integration, etc. , are the direction that the industry is bound to go and will certainly go. Standing on this year's "base", the current selection of the target can be combined with market value rationality, especially in some sub-sectors of potential leading stock valuation levels have fallen to recent lows.
, Southwest Securities said the pharmaceutical industry ushered in a new cycle. The pharmaceutical industry grew by about 8.5% in 2015 and has recovered to about 12% in 2017. The State Administration of Food and Drug Administration will accept overseas clinical data, clinical filing system, support for expanded clinical trials, drug review speed-up and patent expansion, and raise the strategic position of drug innovation to the national height, so in 2018 medicine entered a new era of 3.0 (the benefits of innovative drugs are more obvious). In addition, consistent evaluation into the harvest period, consumption upgrade and medical services (especially the medical examination industry) opportunities are obvious, in 2018 the pharmaceutical industry stock selection ideas to maintain the "stronger than the market" rating, specific stock selection ideas: 1. Medicine into the 3.0 era, innovative drugs benefit the most significant. Key recommendations: Hengrui Medicine, Changchun High-new, Anke Biology, pay attention to Fosun Medicine. 2. Consistency evaluation entered the harvest period, drug supply side structural reform is good for leading enterprises. Key recommendations: East China Medicine, focus on Shanghai Pharmaceuticals, Xinhua Pharmaceuticals and so on. 3. Consumer upgrading and high-end consumption, to promote the continued growth of brand demand for Chinese medicine. Key recommendations of the target: , Yunnan white medicine, East A gum and so on. 4. Medical reform policy strongly supports social medical treatment, private medical service business high-speed volume. Key recommendations: American health, Eyre ophthalmology and so on. (Securities Daily)