Next Year The Pharmaceutical Industry Investment Strategy: Vitality, Different Patterns - Chinese

Industry vitality, it is worth attention and favorable long-term

. The steady improvement in profitability is Medicine Stocks continued strong internal drive. The future by industrialization, urbanization, population aging, disease changes and changes in the ecological environment factors, Drugs Demand will continue to give the rigid characteristics of rapid economic growth of the lung power of Traditional Chinese Medicine. The new medical reform, the government will increase investment in health care spending, health care coverage, expanding, and will further accelerate the release of the public health care needs. Economic recovery process, the pharmaceutical and healthcare industries will undoubtedly boost the domestic demand is a priority. We expect the future will demonstrate the pharmaceutical industry, vigorous and ambitious territory, the industry deserves attention and long-term bullish.

Pattern of different areas of the market expansion is not a banquet of equal opportunity. However, the medical reform also means the restructuring of industrial layout, rules, renewal, companies will subvert the old order to seek new, market expansion is by no means equal opportunity feast. The pharmaceutical sub-sectors within the industry areas of differentiation in various businesses will show a different pattern of competition. From industry profitability, return on equity (ROE) to enhance the perspective of analysis, we directly benefit more promising drugs in the pharmaceutical needs of the terminal speed amplification chemicals industry Traditional Chinese medicine Industry; the unity of medical reform in the intensive bidding, the fastest large-scale upgrade, the profitability of the commercial flow of trade elasticity; benefit from the medical reform the equalization of basic public health services, bio-technology in the field of diagnostic reagents and the vaccine industry. Other API Follow-up investment opportunities in the industry still: bulk API fat-soluble vitamins in an oligopoly industry next year Export Recovery process, the profitability is expected to resume; in the global generics coming "golden age", features API industry will face even greater opportunities for development. Future health care reform a major policy change, industrial and commercial enterprises through mergers and acquisitions, access to products, brands, technology, channels, and the rapid increases in core competitiveness, will be the inevitable trend of development the industry, so the 2010 merger and reorganization within the industry is still is our focus.

Key recommendations and concerns of the company: the new medical reform, the high-end drug demand rigidity, elasticity of demand for basic drugs.

Chemicals specialist drug company to develop high-end, professional Sell As the core competitiveness, we still recommend HRH medicine, double-Heron Pharmaceutical, Lizhu Group, health dollars, Huadong Medicine. The basic drug company, sales volume, market share, brand competitive advantage for the consideration of three factors, Harbin Pharmaceutical shares, Double-Crane Pharmaceutical is the devaluation of the company. We prefer traditional Chinese medicine has unique advantages in resources, products, price increases capacity of the East E-Jiao; modern medicine we are optimistic about product positioning in the cardiovascular, oncology therapeutic areas Tasly , Yi Bai pharmaceutical, Jinling Pharmaceutical; and leading enterprises in Chinese OTC Pharmaceutical river. Under the new policy, medical reform, medicine and business is expected to accelerate leading companies improve profitability, we focus on Sinopharm shares the same medicine, Nanjing Traditional Chinese Medicine. Recommend that we focus on the leading diagnostics company Kehua Bio. We focus on bulk drugs industry recommended Zhejiang Medicine, new, and as a focus on the sea is medicine, Huahaiyaoye. M & A context, we focus on the modern pharmaceutical, Winbond pharmaceuticals, the Pharmaceutical Group and Guangzhou Pharmaceutical Group.

by: gaga

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