Summary
[Shanxi Securities: The performance of the Chinese medicine sector may further improve]Shanxi Securities pointed out that under the vigorous promotion of national policies, the status of Chinese medicine has risen to an unprecedented height. It is expected that as the industry structure continues to improve, the domestic epidemic prevention and control will be good, and the price of Chinese medicinal materials will rise. Driven by factors such as downstream price increases, the performance of the sector may be further improved. The current valuation of Chinese medicines is reasonable: (1) Under the reform of the Chinese medicine review and approval system, the approval of innovative Chinese medicines has been accelerated. 2021 is the year with the most listings in recent years. It is recommended to pay attention to Tasly, a listed company of high-quality innovative Chinese medicines with strong comprehensive strength (2) Some time-honored and OTC brand products have consumer attributes and circumvent the medical insurance fee control policy. It is recommended to pay attention to Pien Tze Huang and China Resources Sanjiu.
SecuritiesTimes Internet News,Shanxi SecuritiesIt is pointed out that under the vigorous promotion of national policies, the status of traditional Chinese medicine has risen to an unprecedented height. It is expected that as the industry structure continues to improve, the domestic epidemic prevention and control will be good, andtraditional Chinese medicineThe rise in material prices drives downstream price hikes and other factors, the sectorPerformanceOr will be further improved.Currentlytraditional Chinese medicineReasonable valuation: (1)traditional Chinese medicineUnder the reform of the review and approval system, the approval of innovative Chinese medicines has been accelerated. 2021 will be the year with the largest number of listings in recent years. It is recommended to focus on listed companies with strong comprehensive strength in high-quality innovative Chinese medicines.TaslyEtc.; (2) Some time-honored and OTC brand products have consumer attributes and circumvent the medical insurance fee control policy. It is recommended to pay attentionPien Tze Huang、China Resources SanjiuWait.
(Article Source:SecuritiesTimes Network)
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