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Original title: During the “XIV Five-Year Plan” period, investment in major Chinese medicine projects will double
Beijing News (Reporter Zhang Xiulan) March 30,Xintian Pharmaceutical、Tongrentang、Watson PharmaceuticalWait for more than 20 stocks in the Chinese medicine sector to rise. The day before, the Information Office of the State Council held a press conference to promote the development of traditional Chinese medicine. Central government investment in major Chinese medicine projects during the “XIV Five-Year Plan” period is expected to double that of the “13th Five-Year Plan” and other good news. Industry insiders believe that many Chinese medicine companies are expected to benefit from it.
30 Chinese medicine stocks rose
On March 29, the Information Office of the State Council held a press conference to promote the revitalization and development of Chinese medicine. Yu Wenming, director of the State Administration of Traditional Chinese Medicine, said that during the period of the “XIV Five-Year Plan”, we will focus on high-quality development, promote heritage innovation, and improve the quality of traditional Chinese medicine. Strengthen the construction of the Chinese medicine scientific and technological innovation system, promote the construction of authentic Chinese medicinal material production bases and the quality traceability system of Chinese medicine, implement the reform measures of the registry management of Chinese medicine and focus on following the laws and characteristics of Chinese medicine and establish a sound evaluation and standard system. According to Liu Qunfeng, director of the Department of Planning and Finance of the State Administration of Traditional Chinese Medicine, the revitalization and development of Chinese medicine in the new era requires not only the guidance of major policies, but also the support of major projects. engineering. Central government investment in major Chinese medicine projects during the “XIV Five-Year Plan” period is expected to double that of the “XIII Five-Year Plan” period.
At the close of March 30,Color ladder30 stocks in the Chinese medicine sector made gains,Xintian Pharmaceutical、Tongrentang、Xiangxue PharmaceuticalLeading earnings, with an increase of more than 5%,Xintian PharmaceuticalIt is the daily intraday limit;Baby pumpkin, Huasen Pharmaceutical and other intraday gains also exceeded 5% at one point.
generalPerformanceAt the level, most of the Chinese medicine companies listed on A shares performed well. Beijing News reporter comprehensiveColor ladderIFinD’s data collection found that, earlier this month,Color ladderAmong the 70 publicly traded companies in the Chinese medicine sector, 38 have published 2020 performance forecasts, performance reports or annual reports, and a total of 5 publicly listed Chinese medicine companies are expected to convert the profit losses, includingConbay、Tai Chi group、Longjin Pharmaceutical、Jiaying Pharmaceutical、Don Ejiao，Net profitThe lower limit of the pre-increment is greater than 100%.
Innovation transformation is expected to accelerate
At the press conference on March 29, the word “innovation” was mentioned almost 50 times. Accelerating transformation and innovation in R&D are also the usual choice of many companies. among them,Yiling PharmaceuticalTaking innovation as the first driving force for business development, it has won many national science and technology awards in recent years. The project “Construction of the theory of the context of traditional Chinese medicine and its guidance for the prevention and treatment of microvascular diseases” also won the first prize of the National Science and Technology Progress Award in 2019, and was the only one in the medical and healthcare industry that year A first-class National Science and Technology Progress Award.TaslyIt is also undergoing transformation, and its areas of disposition include antitumor, cardiovascular, digestion and metabolism.
The development of Chinese medicine has often welcomed favorable policies in recent years. “The fourteenth five-year plan for the national economic and social development of the People’s Republic of China and the outline of long-term goals for 2035” proposes to strengthen the classification and excavation of the essence of classical medical books, build a science and technology support platform for Chinese medicine, reform and improve the Chinese medicine review and approval mechanism, and promote the R&D, protection and industrial development of new Chinese medicines. In January this year, the State Council issued the “Various Policy Measures to Accelerate the Development of Traditional Chinese Medicine with Characteristics”, which clearly stated that a number of important projects will be implemented to support the development of Chinese medicine, covering many aspects such as building a Chinese medicine scientific research platform.
China GalaxyValues inInvestigation reportChina noted that, combined with the measures in the documents, the pace of transformation of Chinese medicine companies is expected to accelerate. On the one hand, the combination of the evidence-based medicine system to develop and demonstrate the efficacy of TCM will be the long-term development direction of TCM. Some varieties can be combined with evidence-based medicine to transform the innovative traditional Chinese medicine, on the other hand, the TCM medical insurance management is more strict, which can transform the “medical insurance immunity” From ordinary consumer goods, to obtain an anti-inflationary source of income.
Liu Baoqing’s review
(Article source:shellFinance)
(Editor-in-charge: DF544)
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