1. The main stocks of hospital medical care are: 6763 Tongce Medical, 315 Aier Ophthalmology, 6993 Ma Yinglong and 615 Yongding. There are few stocks related to this sector. Aier Ophthalmology and Ma Yinglong are of good quality, but cost-effective. Yongding shares are not the main business, and Tongce Medical, which is in the same plate as Ma Yinglong, is undoubtedly the best bull stock in the future. Whether Tongce Group withdraws or not, its expansion and the golden signboard of Hangzhou Stomatological Hospital are enough to see its real gold. Next year, Mei Jia Dental Growth Enterprise Market will be listed, and the price comparison effect will drive Tongce Medical to a new high!
2. The main pharmaceutical stocks in the Chinese medicine industry are: 685 Tongrentang, 538 Yunnan Baiyao, 6771 Tibet Pharmaceutical, 6285 Ling Rui, 423 Dong 'e Ejiao, 65 Renhe Pharmaceutical, 6422 Kunyao, 79 Huashen Group, 6557 Kangyuan Pharmaceutical and 6572 Kangenbei. 6129 Taiji Group, 675 Jiang Zhong Pharmaceutical, 6594 Baiyi Pharmaceutical, 6436 Pien Tze Huang, 6781 Shanghai Furen, 989 Jiuzhitang, 2118 Angel Pharmaceutical, 919 Jinling Pharmaceutical, 6535 Ma Yinglong, 6351 Yabao Pharmaceutical, 5 chose Tongrentang. Unfortunately, Jiuzhitang's main business is not outstanding.
3. The main pharmaceutical stocks in the chemical and pharmaceutical industry are: 6771 Dongsheng Technology, 597 Northeast Pharmaceutical, 6829 Sanjing Pharmaceutical, 6812 Huabei Pharmaceutical, 6488 Tianyao Pharmaceutical, 219 Xinfu Pharmaceutical, 6252 Zhongheng Group, 6276 Hengrui Pharmaceutical, 952 Guangji Pharmaceutical, 62. Comparison of 6267 Haizheng Pharmaceutical, 6842 Chinese and Western Pharmaceutical, 6666 Southwest Pharmaceutical, 6518 Kangmei Pharmaceutical, 627 Tianmao Group, 739 Pukangyu, 299 Xianghai Pharmaceutical, 24 Winbond Pharmaceutical, 21 Xinhe Pharmaceutical, 756 Xinhua Pharmaceutical and 642 Modern Pharmaceutical
. 6867 tonghua dongbao, 2252 Shanghai Lai Shi, 238 Shuanglu Pharmaceutical, 621 Jinyu Group, 27 Hualan Bio, 6195 Zhongmu Co., Ltd., 6161 Tiantan Bio, 6196 Fosun Pharma. Once Riccati, a cancer treatment drug originally created by Shenhua Group, is widely promoted, it will be promising.
5. The main pharmaceutical stocks in the medical device industry are:
655 Dongdong Medical, 6763 Tongce Medical, 679 Renfu Technology, 6167 Shanghai Medical, 6587 xinhua medical, 223 Yuyue Medical. Both Yuyue Medical and Shanghai Medical are good, and there is still much room for improvement after the reorganization of Wandong Medical.
6. The main pharmaceutical stocks in the pharmaceutical business industry are: 656 China Pharmaceutical, 6511 Sinopharm, 28 Yi Tong Pharmaceutical and 6167 Shanghai Pharmaceutical.
medicine is a special kind of consumer goods. In the process of market adjustment, pharmaceutical stocks are one of the defensive investment varieties, and they are also anti-inflationary. Pharmaceutical stocks with stable growth potential in the future deserve attention. The scarlet letter stock is the leader. List of life science concept stocks
1. Long Gaoke. The company is the largest hybrid rice supply base in China, focusing on transgenic rice research. At present, the market share exceeds 17%, ranking first in China. The arrival of spring ploughing season will increase the demand for seeds. The company's main investment risk lies in the year-on-year decline in performance.
2. Lansheng shares. CITIC Guo Jian Pharmaceutical Co., Ltd., invested by the company, focuses on the research of monoclonal antibody technology, which is of great significance in the treatment of major diseases such as tumors. CITIC Guo Jian is currently developing more than 16 kinds of drugs, with outstanding profitability in the later period. The main investment risk of Lansheng shares lies in whether the export situation can improve in time.
3. The source of St. Sheikh Stem Cell Genetic Engineering Co., Ltd., which is controlled by the company, has only two stem cell licenses in China, and the Tianjin Umbilical Cord Blood Hematopoietic Stem Cell Bank under Dong Wang is one of the largest stem cell banks in the world. In 29, the company successfully turned losses, which is expected to show a peak market, and pay attention to the risk of high P/E ratio.
4. tonghua dongbao. The company's recombinant human insulin technology is outstanding, and the increase of diabetes incidence provides a broader market for this product.
5. Chongqing beer. The therapeutic (synthetic peptide) hepatitis B vaccine developed by Chongqing Chenjia Bioengineering Co., Ltd., which is controlled by the company, has made a breakthrough in hepatitis treatment. There are many hepatitis patients in China, which provides a large market base for this product. The investment risk of the company lies in the obvious seasonality of beer sales.
6. Laishi, Shanghai. The company's main products include human albumin, intravenous immunoglobulin and other varieties, and it is the main exporter of blood products in China. At present, the investment risk lies in the high valuation level, paying attention to the possibility of annual submission.
7. Changchun High-tech 8, Yueyang Xingchang 9, Huashen Group 1, listed companies benefiting from the reform of Kunming Pharmaceutical Public Hospital
1. Leading pharmaceutical business. The reform of public hospitals and centralized bidding and purchasing are beneficial to large pharmaceutical commercial enterprises with terminal network, strong distribution capacity and scale advantages, and the trend of pharmaceutical business concentration will be more obvious. Leading pharmaceutical companies including Sinopharm Holdings and its subsidiaries, Sinopharm Holdings, Yi Tong Pharmaceutical and Shanghai Pharmaceutical Co., Ltd. are also growing into national pharmaceutical commercial enterprises, and the acquisition value of Nanyao is also worthy of attention.
second, private chain hospitals. Property right reform is not the main direction of this round of medical reform, but in some areas, gradually introducing some private capital to build hospitals will be one of the pilots. Aier ophthalmology: it has the characteristics of strong model reproducibility and high entry threshold. At the same time, it faces the opportunity to upgrade ordinary LASIK surgery to femtosecond laser and expand the medical insurance coverage of cataract surgery. General medical care: the mode of growth through the acquisition of public hospitals is in line with the current direction of public hospital reform. In the future, it will achieve leap-forward growth through acquisition, and the stock price will be far below the reasonable price. The medium and long-term value will be close to Aier Ophthalmology.
three. High-quality generic drugs and generic drug companies. With the gradual cancellation of drug price increase, some foreign original drugs have lost the advantage of bringing profits to doctors, and high-quality generic drugs and generic drug companies will benefit. Hengrui Pharma, Hua En Medicine, Renfu Science and Technology, East China Medicine.
four. Generic drugs and decoction pieces enterprises with brand advantages. Kangmei Pharmaceutical Co., Ltd.: At present, Chinese medicine is being reformed in major hospitals. With the completion of the race among leading enterprises, the competition will be launched in a single terminal, and leading enterprises will improve the industry concentration by virtue of their technology and scale advantages.
verb (abbreviation of verb) low-end medical device enterprise. In order to balance the allocation of medical resources, the state will strengthen the construction of county hospitals and primary medical institutions, and the gradual implementation of the two-way referral system will also transfer some medical needs to the community. The demand for low-end medical equipment, such as X-ray machines and disinfection and sterilization equipment, will be obviously enlarged. Wandong Medical, xinhua medical and Yuyue Medical, Wandong Medical: The upgrading of county-level hospitals and the construction of primary medical institutions will make the X-ray machine market enter a period of rapid growth. In addition, the asset integration of Wandong Medical and Shanghai Medical Device Group is expected to be clear, and Shangxie Group is the second largest company in the X-ray machine bidding market after Wandong Medical. The integration of the two assets will greatly enhance the profitability of Wandong Medical.
Leading shares of sunrise enterprises in pharmaceutical industry.
blood products: biological products, which are a kind of special products with biological activity, are made from the blood of healthy people by bioengineering technology or separation and purification technology. They are valuable biological drugs of human origin. Hualan Biology Shanghai Laishi Tiantan Biology. Products: China is the largest producer and user of vaccine products in the world, with 43 vaccine manufacturers, which can produce 41 kinds of vaccines to prevent 26 infectious diseases, with an annual output of over 1 billion dosage units. Biological Tiantan Zhongmu shares Jinyu Group Hualan Biological Liaoning Chengda.
Hypertension: Since 198s, the incidence of hypertension in China has been rising sharply. There are 2 million hypertensive patients in China, but the awareness rate of hypertension is only 3%, the treatment rate is 25%, and the control rate is 6%. In China, antihypertensive drugs are still the most important drugs to treat cardiovascular diseases. In recent years, the commonly used antihypertensive drugs in domestic hospitals are mainly calcium channel blockers (Horizon), ACE-_ (Puli) and angiotensin-enzyme-_ _ inhibitor (Sartan). Hai pharmaceutical modern pharmacy.
immunosuppressants: immunosuppressants are mainly used for organ transplant rejection and autoimmune diseases, such as rheumatoid arthritis, lupus erythematosus, dermatomycosis, membranous glomerulonephritis, inflammatory bowel disease and autoimmune hemolytic anemia. In recent ten years, organ transplantation in China has developed rapidly, ranking first in Asia. Organ transplantation is considered as one of the three major advances in human medicine in the 2th century. East China North China Pharmaceutical Livzon Group. Chinese Herbal Pieces: one of the three pillars of Chinese traditional medicine industry in China, it is an essential traditional weapon for TCM clinical diagnosis and treatment, and also an important raw material for Chinese patent medicine. Its unique processing theory and method all reflect the profound wisdom of China's ancient medicine. With the continuous improvement and maturity of the processing theory of Chinese herbal pieces, Chinese herbal pieces have become an important means of clinical prevention and treatment of Chinese medicine. Kangmei Pharmacy Tongrentang Kangenbei guilin sanjin
Cardiovascular and cerebrovascular drugs: the largest class of drugs in the world, accounting for about 2% of the total drugs; Cardiovascular and cerebrovascular drugs are the second largest category of drugs in China, accounting for about 15% of the total drug sales in China. At the same time, the incidence of cardiovascular and cerebrovascular diseases among the elderly in China is as high as 3%, and cardiovascular and cerebrovascular diseases are the first cause of death, far higher than other diseases. Diagnostic reagents of Tasly < P > in double pharmacies: There are three types of diagnostic reagents in the domestic market: medical reagents, veterinary reagents and scientific research reagents. Among them, medical diagnostic kits have the fastest development, the most varieties, the largest consumption and the fiercest competition among manufacturers. In recent years, China's economic growth rate continues to rank first in the world, and with a huge population base, the demand for medical diagnostic reagents is increasing, which has become the focus of public attention. Fosun Daan Gene Ke Hua Biology Hualan Biology.
drug circulation: at present, China's pharmaceutical market is in a period of rapid growth. Under the background of the new medical reform, the government has increased investment in health care, the coverage of medical insurance has been expanding, and many factors such as economic growth and aging population have driven the rapid growth of medical economy. It is conservatively estimated that by 22, the scale of China's pharmaceutical market is expected to be more than three times that of 27. As a necessary link from pharmaceutical production enterprises to sales terminals such as hospitals and pharmacies, the circulation industry is a direct beneficiary of the expansion of the pharmaceutical market. Sinopharm Holdings East China Medicine Nanjing Medicine Shanghai Medicine Tongjunge First Medicine Yi Tong Pharmacy
List of stem cells and anti-AIDS concept stocks
Stem cells are primitive cells with self-repairing ability and multi-directional differentiation potential in animal embryos and some organs. Stem cells are ideal seed cells for reconstructing and repairing damaged tissues, aging tissues and organ functions. Stem cell technology refers to bioengineering technology related to stem cells, including all technical research needed for stem cell production and induced evolution. In stem cell technology, embryonic stem cell technology is a promising research and application field. Through embryonic stem cell technology, it is theoretically possible to find innovative treatments to overcome various collective ills of mankind.
At present, the listed company engaged in stem cell technology research and application in China:
1.ST Zhongyuan (6645), a 57% subsidiary of the company, Sheikh Stem Cell Genetic Engineering is currently engaged in cord blood storage business (for treating leukemia). Sheikh stem cells have Tianjin umbilical cord blood hematopoietic stem cell bank, which is one of the largest hematopoietic stem cell banks in the world and the only stem cell industrialization base in China. An Deyu, the major shareholder of the company, plans to integrate resources, highlight its main business, and make the biomedical industry and stem cell industry bigger and stronger.
2. Friendship Group (6778), which is jointly invested by Shanghai Shen You Biotechnology (holding 56.7%) with the National Southern Research Center of Human Genome, participated in the research on "Establishment of heterozygous mouse embryonic stem cell model with osteoprotegerin gene removed", and completed primer synthesis and gene sequencing.
3. Fosun Pharma (6196) invested to set up a biotherapy research center, which mainly studies stem cell transplantation technology, stem cell bank and biotherapy technology.
4. the human granulocyte colony stimulating factor rhG-CSF produced by Granback biopharmaceutical, a holding subsidiary of ST Jiufa (618), is a specific drug for treating tumor and cancer, and can be used in peripheral blood stem cell transplantation, bone marrow transplantation and other medical fields.
5. The company's subsidiary, Shenzhou Cell Engineering Sihuan Bio (518), has advanced international large-scale and efficient animal cell culture technology.
1. Hematopoietic stem cell transplantation is the most widely used field of stem cells in China. Umbilical cord blood contains a large number of immature hematopoietic stem cells, which can replace bone marrow and peripheral blood stem cell transplantation. It has been successfully used to treat leukemia, lymphoma, myelodysplastic syndrome, aplastic anemia, hemoglobinopathy, metabolic storage disease and immune deficiency.
Changchun Gaoxin (661) developed the concept of AIDS vaccine, and cooperated with American Vital Company, Jilin University and other five units to develop and produce AIDS vaccine projects. The US Food and Drug Administration has officially approved Changchun Baike Pharmaceutical Co., Ltd. (6% of the company's shares) to enter the first phase of clinical research.
Jiang Zhong Group, the largest controlling shareholder of Jiang Zhong Pharmaceutical (675) Company, is a comprehensive state-owned pharmaceutical enterprise group jointly funded by Jiangxi College of Traditional Chinese Medicine and Jiangxi Pharmaceutical State-owned Company. The company was established on June 26th, 1998 with a registered capital of 2 million yuan. A new anti-AIDS drug, dicaffeoyl quinic acid (IBE-5), invested by Jiangxi Jiang Zhong Pharmaceutical (Group) Co., Ltd. and jointly developed by China Academy of Military Medical Sciences, has been officially approved by the US Food and Drug Administration to enter the human clinical trial stage. This means that China has made a new breakthrough in the research of new anti-AIDS drugs.
Shanghai desino biopharmaceutical company, controlled by Zhangjiang hi-tech (6895), has developed the anti-AIDS generic drug "deoxyinosine" and its powder, and obtained the new drug certificate and production approval. On September 1, 23, Kedu, an anti-AIDS drug with zidovudine as its component, was officially listed. The cost is only 5% to 7% of imported drugs, and mass production has begun. In addition, dicyandiamide has another anti-AIDS drug-Nevirapine, which has entered the acceptance stage of the US Food and Drug Administration and is also the most basic anti-AIDS drug.