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北京赛车高手论坛:Spending up in the pharmaceutical sector is optimistic about the investment opportunities in the relevant sectors

时间:2018/1/20 0:47:47  作者:  来源:  浏览:0  评论:0
内容摘要: Since 2018, the pharmaceutical sector has performed well in the A-share and Hong Kong stock markets. Under the guidance of the pharmaceutic...

Since 2018, the pharmaceutical sector has performed well in the A-share and Hong Kong stock markets. Under the guidance of the pharmaceutical sector, the net value of the theme fund increased by . According to institutional sources, 2018 will be an overall turning point for the pharmaceutical industry. The "upgrading of consumption" in the pharmaceutical industry will accelerate and the investment opportunities in the relevant sectors will be optimistic.

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Thematic funds performed well

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In 2017, the big consumer segment performed strongly, but the pharmaceutical sector, which is the defensive sector, performed much weaker than the consumer segments such as liquor and home appliances. Into 2018, the pharmaceutical sector performed well, as of January 18, CITIC Pharmaceutical Index rose 1.27% this year. In the Hong Kong stock market, the Hang Seng Healthcare Index rose 6.98% this year.

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Benefiting from the good performance of the pharmaceutical sector, the theme fund for the health care industry also recorded a good recent gain. Statistics show that as of January 18, the average net growth rate of 113 themed funds of the healthcare industry in the last six months was 11.91%, of which 65 funds had over 10% yield in the last half year and only 3 failed to achieve positive returns.

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, Huaan CSI Sub-Medicated ETF lead, the net increase in the past six months were 17.38%, 17.08% and 16.73%, respectively, in the Fund to take a passive operation strategy, , Respectively. The three funds obtained good performance with the weight index of the CSI 800 Pharmaceutical and Biotechnology Index, the CSI 300 Medical and Health Index and the CSI Sub-theme of the Pharmaceutical Industry, respectively.

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E-Fund Healthcare, China Shipping Healthcare, ICBC Credit Suisse Medical and Huitianfu Medical Services ranked the top among the theme funds, yielding 23.59%, 23.23%, 18.21%, 17.73% and 7% respectively in the past six months, 000513), Chinese medicine , Ireland Eye (300,015), Hengrui medicine (600276), Yunnan Baiyao (000,538) as the aforementioned blue-chip fund's largest holding of the underlying theme.

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On the size of the fund, the number of themed funds in the healthcare sector increased from December 2017 onwards. Data show that the scale of E-health care has increased by 421 million copies. Exchange data show that the E Fund Shanghai and Shenzhen 300 ETFs, Medicines and Health ETF and Hua An CSI Sub-Medicines ETF since December have been more than 100 million increase, which is the main purchase institutional investors.

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Opportunities in the Pharmaceutical Sector

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For the performance of the pharmaceutical sector outlook, institutional sources believe that the pharmaceutical sector may usher in a better investment opportunities this year. CICC It said that from the second half of 2017, the approval and consistency assessment of new drugs will significantly accelerate. In 2018, it will be an all-round turning point for the pharmaceutical industry. The acceleration of "consumption upgrading" in the pharmaceutical industry will come.

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A number of fund companies mentioned the pharmaceutical sector in the prospect of investment opportunities this year. GF Fund Chief Macro Strategy Analyst Wu Youhui believes this year should focus on opportunities in the large consumer areas including medicine. Golden Eagle Fund Wang Zhe, director of equity investment, also said that the pharmaceutical industry has a longer growth cycle and will represent the future direction of China's economic development and the focus of state policy on the layout and orientation of industries. This year we will focus on this issue.

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For the investment opportunities in the segment, Soochow Securities This year, we should lay out a direct line of attention to the breakdown of the pain points in the development of the pharmaceutical industry. We recommend that you pay attention to the evaluation of the compliance of private medical services, chain pharmacies, pharmaceutical distributions, OTC brands and generic drugs , Innovative drugs and other segments and related topics. BOCI Securities also said this year it will focus on "five premiums", namely, high quality innovative drugs, high quality generic drugs, high quality consumer products, high quality APIs and quality medical services. (Source: China Securities Journal)

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Our Traditional Chinese Medicine Service Capabilities Are Increasing

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As the process of population aging accelerates, the healthy service industry in our country flourish, and the population is experiencing a growing demand for Chinese medicine services. Recently, the reporter learned from the State Administration of Traditional Chinese Medicine that at present, the diagnosis and treatment volume of Chinese-style hospitals in China is 438 million, accounting for 17.5% of the total amount of medical consultations in the hospitals across the country. The service capabilities of Chinese medicine are even more prominent. On July 1, 2017, the Chinese medicine law, which was formally implemented, clearly stipulates that the state should step up the construction of a Chinese medicine service system, rationally plan and allocate resources for Chinese medicine services and provide protection for citizens to obtain Chinese medicine services.

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The supply of Chinese medicine health services is more diverse. Chinese medicine plays a prominent role in preventing and curing diseases, preventing major diseases and rehabilitation. According to Wang Guoqiang, the State Administration of Traditional Chinese Medicine supported the society to do Chinese medicine. As of September 2017, the number of Chinese medicine clinics has reached 45,800. The State Administration of Traditional Chinese Medicine has also selected the first batch of 15 national Chinese medicine health tourism demonstration zones with the National Tourism Administration. The trend of integration and development of Chinese medicine with the elderly, tourism, sports, food and Internet has become even more prominent with the potential continually released. (Source: Economic Information Daily)

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7_89456_89_65473_ 92018 Pharmaceutical Investment Strategy: Innovation Will Lead the Industry to Continue to Optimize

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Time pointer into 2018. Looking forward to the investment in the pharmaceutical sector in the new year, we think innovation will lead the industry structure to continue to be optimized. For this year's pharmaceutical industry growth, we forecast to maintain at around 20%, while the relative valuation of the industry is at a six-year low. Institutional allocation for the pharmaceutical stocks are also in a low state, it can be said that the pharmaceutical sector is the last big deflation in the field of consumption plate. With the implementation of the new medical insurance catalog, its pulling effect on the industry will gradually emerge in the next two years. The industry's growth suppression factors such as health insurance control fees, two-vote system and the marginal impact of drug prices are weakened, pharmaceutical investment will usher in new opportunities.

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Now, the drug innovation cycle has arrived. After nearly 10 years of pharmaceutical research and development of Chinese pharmaceutical enterprises and the introduction of overseas innovative talents, especially in research and development and health insurance payment policy dividend gave birth, a number of innovative enterprises come to the fore. At present, some local enterprises have already surpassed overseas enterprises in key technologies and started to play a role of technology exporter. Capital markets also reward these enterprises with very high valuation premiums. Stronger strong ones are accelerating.

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Consistency assessment of generic drugs is also an important industry clearing standard throughout the next two to three years. The super national treatment of overseas original research drugs will be gradually canceled and the import substitution process of domestic high-quality generic drugs will be greatly accelerated. Around the different batches of consistent evaluation of products approved and supporting policies landing, investment opportunities will continue to emerge. Finally, the commercial restructuring brought about by the implementation of the two-vote system and the prescriptions and outflows brought about by the hospitals' zero-summed-up pharmaceutical products will all enhance the investment opportunities in commercial distribution of pharmaceuticals and retail pharmacies. (Source: Shanghai Securities News)

pharmaceutical industry-related funds

the phone can buy a fund account, click here to download immediately 7_89456_137_65473_ 9 Bauhinia deep healthcare Shanghai and Hong Kong stock
Fund Code fund referred near March earnings fee operating
003096 Central Europe Healthcare mixed C10.20% 0 .00% 0.00% Buy Open an Account Buy
0019159.41% 1.50 % 0.15% purchase account purchase
000878 pharmaceutical and healthcare industry in the sea mixed A7.02% 1.50% 0.15% purchase account purchase
004851 GF Healthcare stock 6.06% 1.50% 0.15% Buy Open an Account Buy
Source: Oriental Fortune Choice data , Galaxy Securities, as of the date: 2018-01-18


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