1. Hospital medical main stocks are:600763 Tongce medical, 300015 Aier ophthalmology, 600993 Ma Yinglong, 600105 Yongding. There are very few stocks related to this sector. Aier ophthalmology and Ma Yinglong quality is good, but cost-effective. Yongding is not the main business, and Tongce Medical, which is in the same sector as Ma Yinglong, is undoubtedly the best bull stock in the future. Regardless of whether Tongce Group exits or not, its expansion and the gold standard of Hangzhou Dental Hospital is enough to see its real gold. Next year Meijia Dental GEM listing, the ratio effect will drive Tongce Medical to new highs!
2. Chinese medicine industry major pharmaceutical stocks are:600085 Tongrentang, 000538 Yunnan Baiyao, 600771 Tibet Pharmaceuticals, 600285 Lingrui, 000423 Dong'a Gum, 00650 Renhe Pharmaceuticals, 600422 Kunming Pharmaceuticals, 00790 Huashen Group, 600557 Kangyuan Pharmaceuticals, 600572 Kangenbei,.600129 Taiji Group, 600750 Jiang Zhong Pharmaceutical, 600594 Baiyi Pharmaceutical, 600436 Pientzehuang, 600781 Shanghai Furen, 00989 Jiuzhitang, 002118 Xinzi Pharmaceutical, 00919 Jinling Pharmaceutical, 600535 Ma Yinglong, 600351 Yabao Pharmaceutical, 0005 The reason why we chose Tongrentang and Yunnan Baiyao as the leading companies is that the Chinese medicine industry is is different and the older the brand name is passed down from generation to generation, the better. Unfortunately, Jiuzhitang's main business is not outstanding.
3. Chemical and pharmaceutical industry major pharmaceutical stocks are:600771 Dongsheng Technology, 000597 Northeast Pharmaceuticals, 600829 Sanjing Pharmaceuticals, 600812 North China Pharmaceuticals, 600488 Tianyao Pharmaceuticals, 002019 Xinfu Pharmaceuticals, 600252 Zhongheng Group, 600276 Hengrui Pharmaceuticals, 00952 Guangji Pharmaceuticals, 600521. 600267 Hai Zheng Pharmaceutical, 600842 Chinese and Western Pharmaceuticals, 600666 Southwest Pharmaceuticals, 600518 Kangmei Pharmaceuticals, 00627 Tianmao Group, 00739 Pukang Yu, 002099 Xianghai Pharmaceuticals, 002004 Huabang Pharmaceuticals, 002001 Xinhecheng, 00756 Xinhua Pharmaceuticals, and 600420 Hyundai Pharmaceuticals Comparison
4. Biomedicine The main pharmaceutical stocks in the industry are:000790 Huashen Group, 600867 Tonghua Dongbao, 002252 Shanghai Leshi, 002038 Shuanglu Pharmaceuticals, 600201 GTC Group, 002007 Hualan Biologicals, 600195 Zhongmu Shares, 600161 Tiantan Biologicals, 600196 Fosun Pharmaceuticals. Once Riccati, a cancer treatment drug originated by Shenhua Group, is widely promoted, it will hold great promise.
5. Medical equipment industry, the main pharmaceutical stocks:
600055 Dongdong Medical, 600763 Tongce Medical, 600079 Renfu Science and Technology, 601607 Shanghai Medical, 600587 Xinhua Medical, 00223 Yu Yue Medical. The more medical and Shanghai medical are good, Wan Dong medical reorganization there is a lot of room for improvement.
6. Pharmaceutical business industry major pharmaceutical stocks: 600056 China Pharmaceuticals, 600511 State Pharmaceuticals, 00028 Yi Tong medicine, 601607 Shanghai Pharmaceuticals.
Pharmaceuticals are a special kind of consumer goods. In the process of market adjustment, pharmaceutical stocks are one of the defensive investment varieties, but also anti-inflationary. Pharmaceutical stocks with stable growth potential in the future deserve attention. Red letter stock is the leader. List of life science concept stocks
1. Long Gaoke. The company is China's largest hybrid rice supply base, focusing on transgenic rice research. It currently has a market share of more than 17%, ranking first in China. The arrival of the spring plowing season will increase seed demand. The company's main investment risk is a year-on-year decline in earnings.
2. Lansheng shares. The company's investment in CITIC Guojian Pharmaceutical Co., Ltd. focuses on the research of monoclonal antibody technology, which is of cross-generational significance in the treatment of tumors and other major diseases. CITIC Guojian is currently developing more than 16 drugs with outstanding profitability in the later stage. The main investment risk for Lansen is whether the export situation will improve in time.
3. The source of the company's holding in the St. Sheikh's Stem Cell Genetic Engineering Co., Ltd. has only two stem cell licenses in China, while Wang Dong's Tianjin Cord Blood Hematopoietic Stem Cell Bank is one of the world's largest stem cell banks. 2009 the company's successful reversal of the loss is expected to show a capper market, pay attention to the risk of high price-earnings ratio.
4. Tonghua Dongbao. The company's recombinant human insulin technology level is outstanding, the increase in the incidence of diabetes for the product provides a broader market.
5. Chongqing Beer. The company's holding of Chongqing Chen Jia Bioengineering Co., Ltd. developed a therapeutic (synthetic peptide) hepatitis B vaccine in hepatitis treatment breakthrough. China's large number of hepatitis patients, providing a larger market base for the product. The company's investment risk lies in the obvious seasonality of beer sales.
6. Shanghai Leshi. The company's main products include human albumin, intravenous immunoglobulin and other varieties, and is a major exporter of blood products in China. The current investment risk lies in the high valuation level, focusing on the possibility of annual submission.
7. Changchun High-tech 8, Yueyang Xingchang 9, Huashen Group 10, Kun medicine public hospital reform benefited listed companies
I. Pharmaceutical business leaders. Public hospital reform and centralized bidding and purchasing is conducive to have a terminal network, strong distribution capacity and scale advantages of large pharmaceutical commercial enterprises, pharmaceutical business concentration trend will be more obvious. Leading pharmaceutical companies including Sinopharm Holdings and its subsidiaries Sinopharm Holdings, Yi Tong Medicine, ShangPharma shares are also growing into a national pharmaceutical business enterprises, the value of the acquisition of NanPharm is also worthy of attention.
Second, private hospital chains. Property rights reform is not the main direction of this round of health care reform, but in some areas, the gradual introduction of some private capital to build hospitals will be one of the pilot. Aier Ophthalmology:It is characterized by strong reproducibility of the model and high threshold of entry. Meanwhile, it is facing the opportunity of upgrading ordinary LASIK surgery to femtosecond laser and expanding the coverage of medical insurance for cataract surgery. Tongce Medical: The model of growth through the acquisition of public hospitals is in line with the current direction of public hospital reform. In the future, it will realize leapfrog growth through acquisitions, and the share price will be far below the reasonable price. Medium to long term value will be close to that of Aier Ophthalmology.
Three. High-quality generic drugs and generic drug companies. In the trend of the gradual elimination of drug markups, some foreign originator drugs have lost the advantage of markups to bring profits to doctors, and high-quality generic drugs and generic drug companies will benefit. Hengrui Pharmaceuticals, Hua En Pharmaceuticals, Renfu Technology, East China Pharmaceuticals.
Four. With brand advantages of generic drugs and tablets enterprises. Kangmei Pharmaceutical Co., Ltd:At present, Chinese medicine is being transformed in major hospitals. With the completion of the leading enterprises to run the race, the competition will unfold in a single terminal, the leading enterprises with technology and scale advantages to improve industry concentration.
Verb (abbreviation of verb) low-end medical device companies. In order to balance the allocation of medical resources, the state will strengthen the construction of county hospitals and primary medical institutions, the gradual implementation of the two-way referral system will also shift part of the medical demand to the community. x-ray machines, sterilization equipment and other low-end medical equipment demand will be significantly enlarged. Wandong Medical, Xinhua Medical and Yu Yue Medical, Wandong Medical: County hospital product upgrades and the construction of primary care institutions will make the x-ray machine market into a period of rapid growth. In addition, Wan Dong medical and Shanghai medical equipment group's asset integration is expected to be clear, on the association group is the x-ray machine bidding market after Wan Dong medical second largest company. The asset integration of the two will greatly enhance the profitability of Wan Dong Medical.
The leading sunrise company in the pharmaceutical industry.
Blood products: belonging to biological products, they are a class of special products with biological activity made of healthy human blood as raw material, using biological engineering technology or separation and purification technology. They are valuable biological drugs of human origin. Hualan BioShanghai Leshi Tiantan Bio. Products:China is the world's largest producer and user of vaccine products, with 43 vaccine manufacturers, which can produce 41 vaccines for the prevention of 26 infectious diseases, with an annual output of more than 1 billion dosage units. Bio-Tiantan Zhongmu Shares Jinyu Group Hualan Bio Liaoning Chengda.
Hypertension:The incidence of hypertension in China has been rising sharply since the 1980s. There are 200 million hypertensive patients in China, but the hypertension awareness rate is only 30%, the treatment rate is 25%, and the control rate is 6%. In China, anti-hypertensive drugs are still the most important drugs for the treatment of cardiovascular diseases. In recent years, the main anti-hypertensive drugs commonly used in domestic hospitals are calcium channel blockers (diphenhydramine), ACE-_ (Prilosec), and angiotensin-enzyme-_ inhibitors (sartan). Hai Pharmaceuticals Modern Pharmaceuticals.
Immunosuppressants:Immunosuppressants are mainly used for organ transplant rejection and autoimmune diseases, such as rheumatoid arthritis, lupus erythematosus, skin fungal disease, membranous glomerulonephritis, inflammatory bowel disease and autoimmune hemolytic anemia. In the last decade, organ transplantation in China has developed rapidly, ranking first in Asia. Organ transplantation is considered one of the three major advances in human medicine in the 20th century. East China North China Pharmaceutical Lizhu Group. Chinese medicine tablets:One of the three pillars of China's traditional Chinese medicine industry, it is a traditional weapon necessary for the clinical diagnosis and treatment of Chinese medicine, and an important raw material for proprietary Chinese medicines. Its unique concoction theory and method reflect the profound wisdom of ancient Chinese medicine. With the continuous improvement and maturity of the theory of preparation of Chinese medicine tablets, Chinese medicine tablets have become an important means of clinical prevention and treatment of Chinese medicine. Kangmei Pharmacy Tongrentang Kang Enbe Guilin Sanjin
Cardiovascular drugs:The world's largest class of drugs, accounting for about 20% of the total amount of drugs; cardiovascular drugs are the second largest class of drugs in China, accounting for about 15% of the total amount of drugs sold in China. At the same time, the incidence of cardiovascular and cerebrovascular diseases among the elderly in China is as high as 30%, and cardiovascular and cerebrovascular diseases top the list of causes of death, which is much higher than other diseases. Double Pharmacy Tianshili
Diagnostic reagents:There are three types of diagnostic reagents on the domestic market: medical reagents, veterinary reagents, scientific research reagents. Among them, medical diagnostic reagent kits are the fastest growing, with the most varieties, the largest consumption, and the most intense competition among manufacturers. In recent years, China's economic growth rate continues to rank first in the world, coupled with a large population base, medical diagnostic reagent consumer market demand continues to increase, and has become the focus of public attention. Fosun Jinkui Dagene Kehua Bio Hualan Bio.
Pharmaceutical distribution:At present, China's pharmaceutical market is in a period of rapid growth. In the context of the new health care reform, the government has increased investment in health care, health insurance coverage continues to expand, economic growth and population aging and many other factors have led to rapid growth in the medical economy. Conservative estimates, by 2020, China's pharmaceutical market size is expected to reach more than three times the 2007. Circulation industry as a drug from the production enterprises to hospitals, pharmacies and other sales terminals necessary links, is the direct beneficiary of the expansion of the drug market. State Pharmaceutical Holdings East China Pharmaceutical Nanjing Pharmaceutical Shanghai Pharmaceutical Tongjunge the first medicine Yi Tong Pharmacy
Stem cells and anti-AIDS concept stock list
Stem cells are primitive cells with self-repairing ability and multi-directional differentiation potential in animal (including human) embryos and certain organs. Stem cells are ideal seed cells for rebuilding and repairing the functions of damaged and aging tissues and organs. Stem cell technology refers to the bioengineering techniques associated with stem cells, including all the technical research required for stem cell generation and induced evolution. Among stem cell technologies, embryonic stem cell technology is a promising area of research and application. Through embryonic stem cell technology, it is theoretically possible to find innovative therapies to overcome various collective human ills.
Currently China's listed companies engaged in the research and application of stem cell technology:
1. ST Zhongyuan (600645), a 57% subsidiary of the company, Sheikh Stem Cell Genetic Engineering is currently engaged in the business of umbilical cord blood storage (used for the treatment of leukemia). Sheikh Stem Cells has Tianjin umbilical cord blood hematopoietic stem cell bank, Tianjin umbilical cord blood hematopoietic stem cell bank is currently one of the world's largest hematopoietic stem cell bank, but also China's only stem cell industrialization base; the company's major shareholders, And Yu investment intends to integrate resources, highlight the main business, bigger and stronger biopharmaceutical industry and stem cell industry.
2. Friendship Group (600778), the company and the National Human Genome South Research Center *** with the investment of Shanghai Shenyu Biotechnology (56.7%) participated in the "removal of osteoprotectin gene heterozygous mouse embryonic stem cell model of the establishment of" research, and completed the primer synthesis and gene sequencing. We have also completed primer synthesis and gene sequencing.
3. Fosun Pharmaceuticals (600196) invested in the establishment of a biotherapeutic research center, which mainly researches stem cell transplantation technology, stem cell banking and biotherapeutic technology.
4. ST Jiufa (600180), the controlling subsidiary of Glenbeck Biopharmaceuticals, produces human granulocyte colony-stimulating factor rhG-CSF, which is a potent drug for the treatment of tumors and cancers, 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 Biological (000518), has internationally advanced large-scale and high-efficiency 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 syndromes, aplastic anemia, hemoglobinopathies, metabolic storage diseases and immunodeficiencies.
Changchun Gaoxin (000661) AIDS vaccine concept, and the United States Vital Corporation, Jilin University and other five units to cooperate in the research and development and production of AIDS vaccine program. State U.S. Food and Drug Administration has formally approved Changchun Encyclopedia Pharmaceutical Co., Ltd. (60% of the company's shareholding) AIDS vaccine project into the first phase of clinical research.
Jiang Zhong medicine (600750) the company's first major controlling shareholder Jiang Zhong Group of companies by the Jiangxi College of Traditional Chinese Medicine and the Jiangxi Provincial Pharmaceutical State-owned company *** with the formation of a comprehensive state-owned pharmaceutical enterprise groups. The company was established in June 26, 1998, the registered capital of 200 million yuan. Ltd. by the Jiangxi Jiangzhong Pharmaceutical (Group) Co., Ltd. investment, the Chinese Academy of Military Medical Sciences jointly developed a new anti-AIDS drug dicaffeoyl quinic acid (IBE-5), recently formally approved by the U.S. Food and Drug Administration to enter the stage of human clinical trials. This means that China's new anti-AIDS drug research has made a new breakthrough.
Shanghai Desino Bio-Pharmaceutical Company, which is controlled by Zhangjiang Hi-Tech (600895), researched and developed the anti-AIDS generic drug "deoxyinosine" and its powder, and obtained the new drug certificate and production authorization.
September 1, 2003, the anti-AIDS drug "Zidovudine" was launched. On September 1, 2003, "Kedu", an anti-AIDS drug with "Zidovudine" as its ingredient, was officially launched on the market. The cost is only 5 to 7 percent of imported drugs, and mass production has begun. In addition, Dicyandiamide has another anti-AIDS drug - nevirapine, has entered the U.S. Food and Drug Administration acceptance stage, also belongs to the most basic anti-AIDS drugs.