Medical network - on December 26
High quality - a blue chip with the changing pharmaceutical industry growth stocks are facing great opportunities of The Times
With the deepening of the reform, the pharmaceutical industry will continue to policy changes, industry the actual growth rate is expected to continue at the bottom. Because the current overall level of valuation pharmaceutical sector is not low (2017 x) 29, industry change background, 2017 a-share pharmaceutical sector is difficult to expect to see the integrity of the big investment opportunities. Policy changes, however, eventually lead to fundamentals appear different development trend, we can judge the future medicine every niche bibcock enterprise most is expected to benefit from the policy guidance, a huge development opportunities, and become the industry consolidation and open the new stage of rapid growth. 臶 put forward clearly our flag: "the future a-share pharmaceutical sector's biggest opportunity is to conform to the industrial policies to guide the direction of the quality - A blue chip and growth stocks, select the blue chip and growth stock is A higher certainty in the changing times can grasp the great opportunity, these stocks in the sector, we will be in the detail molecular industry industry opportunities.
Industry out of the bottom of the "policy", follow the policy direction judgment benefit industry company
2016 years ago, the pharmaceutical industry chain each link disturbance by policy, industry out of the bottom of the "policy" since 2016, from the drug research and development (registered classification reform, clinical trials for verification, priority review), production (generics consistency evaluation, MAH), to the circulation (a new round of bidding) and the terminal pay link (medical insurance directory adjustment, paid the price, etc.), a series of policy in the right direction, to clarify the industry order and consolidation is accelerating.
Focus on biological pharmaceutical & drug innovation investment opportunities
Blood products industry continue to recommend low valuations, pulp structures are deterministic growth space made by hualan bio-engineering, the temple of heaven. Recombinant protein areas continue to recommend good competitive landscape, with the leading enterprises in changchun gaoxin technology or market barriers, tonghua dongbao, anke biotechnology. Innovation on behalf of the direction of industrial structure upgrade, look good after the research and development of leading enterprises in savings.
Focus on pharmaceutical business & medical equipment & medical services niche investment opportunities
Policy direction in the field of pharmaceutical business, reduce + concentration ascending hierarchy is the future direction and recommended Shanghai pharma, business hall, kelly's. Medical apparatus and instruments focus on chemiluminescence and hemodialysis in the field of import substitution, recommend treasure Wright, market, etc. Diversified do medical health service field in a blowout on the eve of hierarchical diagnosis and accelerating, recommend love, ophthalmology, winbond health, etc.
A-share medicine varieties at the bottom of the plate
In addition to the existing fundamentals, we also from five dimensions (smaller market, share prices in the bottom of the last two years, the share price increase is lower than the fixed price, the price is lower than employees to hold shares, lower major shareholders holdings), combed the medicine plate at the bottom of the varieties, the company for the above reasons exist and medium-term and long-term development momentum, reference for investors.
Hong Kong drug sector investment strategy: deep port to make Hong Kong investment style diversification
Under the Hong Kong market preference shares, charming hong tong Hong Kong market risk appetite increases, but still more to the fundamentals of the stock, continue to recommend excellent growth of small and medium-sized market value of the shares.
Guosen pharmaceutical industry portfolio in 2017
A shares: tonghua dongbao, huahai pharmaceutical co., China resources san-jiu pharmaceutical co., made by hualan bio-engineering, sig, new market, changchun.
Hong Kong: universal health care, baiyun mountain, Chinese herbal medicine, genscript biological, health science and technology, east sun medicine first. |
