CITIC Construction Investment: policy spring breeze continues to increase medical insurance and vigorously supports the inheritance and innovation of traditional Chinese medicine_ 东方 Fortune.com

Summary

[CITIC Construction Investment: Policy Spring Breeze continues to increase medical insurance and vigorously supports the inheritance and innovation of Chinese medicine]China Securities believes that 1) Chinese medical institutions will not implement DRG payments for the time being, and the implemented areas have appropriately increased the coefficient and score of Chinese medicine diseases, indicating that The overall support of medical insurance for Chinese medicine exceeds expectations; 2) Chinese medical institutions will be included in medical insurance in a timely manner, and the price of some Chinese medical services is expected to increase, which is good for the track of Chinese medical services; 3) Chinese herbal medicine still maintains a mark-up ratio of no more than 25%. Traditional Chinese medicine formula granules are included in the management of decoction pieces. In the future, the hospital channel of Chinese medicine formula granules is expected to continue to maintain a rapid growth trend. Suggested attention: 1) Traditional Chinese medicine consumer products: Tongrentang, China Resources Sanjiu, Pien Tze Huang, Yunnan Baiyao, Donge Ejiao, etc.; 2) Traditional Chinese medicine formula granules: China Traditional Chinese Medicine, China Resources Sanjiu, Hongri Pharmaceutical; 3) Traditional Chinese Medicine Medical Service: Gusheng Tang.

　　China SecuritiesSecuritiesIt is believed that 1) TCM medical institutions will not implement DRG payment for the time being, and the implemented areas have appropriately increased the coefficients and scores of TCM diseases, indicating that the overall support for TCM by medical insurance exceeds expectations; 2) TCM medical institutions are included in medical insurance in time, and some TCM doctorsmedical servicePrices are expected to rise, good for Chinese medicinemedical serviceTrack; 3)traditional Chinese medicineThe decoction piece still maintains an addition ratio of no more than 25%. my countrytraditional Chinese medicineIncorporating formula particles into decoction piece management, in the futuretraditional Chinese medicineFormula particles in the hospital channel are expected to continue to maintain a rapid growth trend. Suggested attention: 1) Traditional Chinese medicine consumer products:Tongrentang、China Resources Sanjiu、Pien Tze Huang、Yunnan Baiyao、Don EjiaoEtc.; 2) Chinese medicine formula granules:Chinese Traditional Medicine、China Resources Sanjiu、Hongri Pharmaceutical; 3) Chinese Medicinemedical service：Gushengtang。

(Article Source:SecuritiesTimes Network)

Article source: Securities Times

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Original title: CITIC Construction Investment: policy spring breeze continues to increase medical insurance and vigorously supports the inheritance and innovative development of traditional Chinese medicine