The third quarter closed, the pharmaceutical industry in the medium and long-term investment value highlighted

Pharmaceutical Network Market Analysis: The third-quarter reports of listed companies have closed.
the pharmaceutical and biological industry, the overall view is mixed, the performance differentiation is more obvious.
statistics show that up to now, more than 300 listed pharmaceutical and biological listed companies, more than 140 enterprises in the first three quarters of home-to-home net profit increased by more than 20% YoY, of which 82 enterprises home-owned net profit increased by more than 50% YoY.
same time, more than 140 enterprises reported a decline in home-to-home net profit in the first three quarters, of which 63 reported a decline of more than 50% year-on-year.
from the pharmaceutical industry sub-sector, the year-on-year increase in net profit of enterprises mainly concentrated in the medical device industry, affected by the special period, protection, diagnostic reagents and other products demand increased significantly.
addition, innovative drug service companies such as vaccines and CRO, as well as retail pharmacies, also grew better.
the impact of the third-quarter report, the last week's pharmaceutical market changes.
, medical services in the performance of the better-than-expected Eyre ophthalmology, medicine Mingkangde, Tag Pharmaceuticals led by the industry's highest rise in the sector.
addition, One Heart Hall, Yifeng Pharmacy, Dasin Lin and other pharmaceutical retail enterprises also exceeded expectations, the performance of individual stocks outstanding.
the medium to long term, the industry remains bullish on the value of investment in the pharmaceutical industry.
In which, according to the industrial climate, Southwest Securities recommends the key layout of CXO (Pharmaceutical Mingkangde, Kailaiying, Kanglonghuacheng, Zhao Yanxin, Medici, Pharmaceutical Stone Technology, etc.), pharmacies (Dasanlin, One Heart, People, Yifeng Pharmacy, etc.), specialty API (Bo Rui Pharmaceuticals, Haiprui, Jiuzhou Pharmaceuticals, etc.), exports of new crown testing, gloves, masks and other stocks are expected to continue high growth, as the impact of the domestic epidemic gradually weakened, the early suppressed medical needs gradually recovered (Merry Medical, Hengrui Pharmaceuticals, Eyre Eye, Tongze Medical, Meiye Health, Antu Biology, etc.).
Great Wall Guorui Securities Research Report recommends to pay attention to three aspects of investment opportunities, one is the stock price after adjusting the valuation of relatively reasonable influenza, pneumonia vaccine target;
Chuan Cai Securities Research Report pointed out that the pharmaceutical sector as a whole is still supported, it is recommended to pay attention to the excellent performance of the ultra-falling stocks.
industry configuration, continue to be optimistic about the gradual recovery of consumption of medical services enterprises, epidemic prevention demand for medical equipment, benefit from the overseas supply contraction of blood products, as well as the industry's high-boom continuing pharmaceutical outsourcing enterprises and specialty API enterprises, individual stocks, it is recommended to pay attention to the United States health, health yuan, Wanfu biological, egg-based biology, fish leap medical and so on.
China Aviation Securities Research Report, China has four vaccines into the third phase of clinical, a total of 60,000 subjects, the vaccine production capacity is expected to reach 610 million doses this year.
In the long term, it is recommended to continue to focus on the innovative pharmaceutical industry chain, high-end medical devices, medical services and medical consumption layout, and to pay attention to Hengrui Pharmaceuticals, Myer Medical, Pharmaceutical Mingkangde, Eyre Ophthalmology and Opcon TV.
, Ping An Securities analysis said that the medium and long term can still be around the "anti-epidemic" theme layout.
as residents pay more attention to the prevention of infectious diseases, patients with the second-class vaccine pay for themselves and are not affected by the cost of health insurance.
, nucleic acid testing-related business performance growth certainty, from the field of equipment, diagnostics, vaccines to pay attention to the layout.