Nguồn:Http://china.chemnet.com/ economic information daily
This year, the pharmaceutical sector continued to callback.Flush data shows that from January 18 to February 8, Shenwan first-level pharmaceutical biological index has fallen 13.75 percent .Some analysts said that the overall adjustment of the pharmaceutical sector in January was large, and the premium rate of the pharmaceutical sector relative to all A-shares (excluding the financial sector) has been at the lowest point since 2015.
Recently, the organization for the Ministry of Industry and Information Technology and other nine departments before the festival jointly issued the "14th Five-year" pharmaceutical industry development Plan (hereinafter referred to as the "plan") attention is high.Zheshang Securities analyst Sun Jian said that the plan is a major good document for the pharmaceutical industry, on the basis of the "13th Five-Year" document, further emphasized the development goal of the pharmaceutical industry is far higher than GDP, at the same time from innovation, manufacturing, informatization, internationalization and other aspects of the pharmaceutical industry put forward a comprehensive plan and guidance.More emphasis on internationalization and innovation is the mainstream market, make more emphasis on the global supply chain, technical support, but also to the four small molecule chemical medicine industry and the innovation of Chinese medicine, biological medicine, medical equipment, proposed the concrete development direction, key technology, we again in 2022 year's strategy of "welcomed with manufacturing, innovation" the main line.
Zhu Jiaqi, an analyst at Zhongtai Securities, believes that the plan as a guideline document for the development of the pharmaceutical industry in the next five years, research and development, innovation and industrial chain upgrading has become a certain trend, focusing on the booming development of innovative drugs and devices, the outbreak of upstream demand brought by new technologies and new therapies, and the globalization trend of high-end manufacturing of the whole domestic pharmaceutical industry chain.
Yang Song, an analyst at Tianfeng Securities, said that in the medium and long term, as a relatively rigid field of demand, the industry's long-term development space is still broad. In the medium term, there are three judgments for the pharmaceutical industry: One is the impact of pharmaceutical policy will gradually clear, health care is more concerned about the market at present the main pharmaceutical policy negotiation, with procurement, medical services, comprehensive, in addition to the medical service also need time to observe health-care negotiation has basically formed systematic path, market expectations are more fully, and bring purchasing alliance amount of growth hormone and other varieties complete belt in the southern province of guangdong after purchasing, Will be gradually clear; Second, some leading companies have entered the cost-performance stage, and some of the leading companies in subsectors have higher performance certainty. As the stock price adjustment has gradually entered the cost-performance stage, we believe that the pharmaceutical industry is currently in the overall growth rate shift stage, and the performance certainty of leading companies is precious; Third, the impact of an ageing population has only just begun.
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