The deeper you dive, the higher you fly.

202 1, after the callback, medicine, consumption and technology all flew again. A big brother said, "standing on the tuyere, pigs can fly." Friends who adhere to the three sectors of medicine, consumption and science and technology will certainly get considerable benefits.

But a good boy belongs to another family, and a good stock is naturally a friend.

I have been doing innovative medicine and famous brand Chinese medicine in the pharmaceutical sector, but my income in the first half of the year was pitiful, so I was ashamed to reflect: I flew higher and higher. The reason lies in individual stocks and positions.

At present, the main positions are: Hengrui, Aier and Baiyao. Hengrui fell by 27.32% in the first half of the year, Aier rose by 23.20% and Baiyao rose by 5.26%. Because the main position is in Hengrui, the income did not outperform the index.

But in the first half of the year, only 202 1 first half of the year, these are profit-taking. In the overall account portfolio, the income has been considerable, at least to my satisfaction, not to mention the specific figures, and I have no intention to compare with others.

Whether it is the second half of the year or the extended cycle, the main force will definitely be in the pharmaceutical sector, deeply cultivating innovative drugs and brand Chinese medicine.

The implementation of a series of measures, such as macro-environmental analysis, centralized bidding for drugs, negotiation and dynamic adjustment of medical insurance catalogue, starting the DRGs payment pilot of medical insurance version, and the two-level diagnosis and treatment mechanism of medical association and medical association, is pushing China's medical reform to a new stage, and the investment in pharmaceutical stocks will continue to be full of good opportunities and certain benefits.

From the specific market analysis, the position of China pharmaceutical industry in the global market. It is often said that China is the second largest pharmaceutical market in the world, which is based on the volume calculation of the original five EU countries, namely Germany, France, Britain, Spain and Italy. In 2020, the investment scale of the domestic primary drug market will truly exceed that of the European market.

I believe that within five years, it will keep pace with Europe in quite a few technical fields, even surpass Europe, and will gradually become equal to the United States.

In the next 10 year, we can become the second largest pharmaceutical market in the world in the true sense. After all, China has a large population base, middle class bonuses and engineer bonuses are emerging, and the pharmaceutical industry itself will surely flourish.

From the analysis of shareholding, Hengrui Pharma is a well-deserved leader in pharmaceutical manufacturing industry, and the development strategy of keeping pace with the times makes Hengrui Pharma occupy an important market position.

Since its listing in 2000, the company's operating income has continued to grow. In 2009, the operating income was only 3.029 billion, and in 2020, it was 27.735 billion, an increase of more than 9 times in 10. The company's main business income ranks eighth in the industry, indicating that the company has achieved rapid development in 10 and has strong competitiveness in the industry.

Judging from the net profit index, the company's net profit in 2009 was 693 million, reaching 6.328 billion in 2020, a nine-fold increase in 10. It can be seen that Hengrui Pharma has strong profitability and rapid development, and its operating income and net profit have continued to grow. In the future, the investment in pharmaceutical industry will focus on monoclonal antibodies. At present, the development of monoclonal antibodies in China is insufficient, and there is still a lot of room for development. However, in Hengrui Pharmaceutical,

The deeper you go, the higher you fly, and the more reserves you have. Hengrui or the pharmaceutical sector continues to fall, and will continue to add positions, collect kinetic energy, and make reserves for take-off.

Deeply cultivate the drug drilling track, sow in spring and harvest in autumn as time friends, and invest happily to enjoy compound interest.