1, hospital medical main stocks are: 600763 Tongze medical, 300015 Aier Eye, 600993 Ma Yinglong, 600105 Yongding shares. This plate related shares are very few, Aier Eye, Ma Yinglong texture are good but cost-effective, Yongding shares non-main business operations, and Ma Yinglong the same plate Tongce medical is undoubtedly the future of the optimal bull, regardless of whether Tongce Group exit, on the basis of its expansive and Hangzhou Stomatological Hospital, this piece of gold on the signboard is enough to see the real gold, the GEM next year, will be listed on the Gamma stomatology, the ratio effect will be driven by the Tongce medical and then a new record! The heights!
2, traditional Chinese medicine industry, the main pharmaceutical stocks are: 600085 Tongrentang, 000538 Yunnan Baiyao, 600771 Tibet Pharmaceuticals, 600285 Antelope, 000423 Dong'a Gum, 000650 Renhe Pharmaceuticals, 600422 Kunming Pharmaceuticals, 000790 Huashen Group, 600557 Kangyuan Pharmaceuticals, 600572 Kangenbei. 000607 Huali Pharmaceuticals, 600572 Kangenbei, 600572 Kangenbei, 600572 Kangenbei, 600572 Kangenbei, 600572 Kangenbei, 000607 Huali Pharmaceuticals, 600129 Tai Chi Group, 600750 Jiangzhong Pharmaceuticals, 600594 Yibai Pharmaceuticals, 600436 Pientzehuang, 600781 Shanghai Furen, 000989 Jiuzhitang, 002118 Zixin Pharmaceuticals, 000919 Jinling Pharmaceuticals, 600535 Ma Yinglong, 600351 Yabao Pharmaceuticals, 000590 Ziguang Guhan. Wohua Pharmaceuticals. The reason why the choice of Tongrentang and Yunnan Baiyao for the leading is the traditional Chinese medicine industry is different from the other, the more generations the older the better the font size, but unfortunately Jiuzhitang main industry is not outstanding.
3, chemical pharmaceutical industry, the main pharmaceutical stocks are: 600771 Dongsheng Technology, 000597 Northeast Pharmaceuticals, 600829 Sanjing Pharmaceuticals, 600812 North China Pharmaceuticals, 600488 days of medicine shares, 002019 Xinfu Pharmaceuticals, 600252 in the Heng Group, 600276 Hengrui Pharmaceuticals, 000952 Guangji Pharmaceuticals, 600521 Huahai Pharmaceuticals, 600267 Haizheng Pharmaceuticals, 600842 Central & Western Pharmaceuticals, 600666 Southwest Pharmaceuticals, 600518 Kangmei Pharmaceuticals, 000627 Tianmao Group, 000739 Prokangyu, 002099 Haixiang Pharmaceuticals, 002004 Huabang Pharmaceuticals, 002001 Xinhecheng, 000756 Xinhua Pharmaceuticals, 600420 Modern Pharmaceuticals, compared to chemical pharmaceuticals, lack of innovative enterprises. Lack of innovative enterprises, temporarily missing.
4, biomedical industry, the main pharmaceutical stocks are: 000790 Huashen Group, 600867 Tonghua Dongbao, 002252 Shanghai Leshi, 002038 Shuanglu Pharmaceuticals, 600201 Jinyu Group, 002007 Hualan Biologicals, 600195 Chinese animal husbandry, 600161 Tiantan Biologicals, 600196 Fosun Pharmaceuticals. Huashen group original cancer drug Ricardin once a wide range of promotion prospects.
5, medical equipment industry, the main pharmaceutical stocks are:
600055 Wan Dong medical, 600763 Tongze medical, 600079 people blessed science and technology, 601607 Shanghai medicine, 600587 Xinhua medical, 002223 fish leap medical. Fish leap medical and Shanghai medicine are good, Wan Dong medical reorganization has a lot of room for improvement.
6, pharmaceutical business industry, the main pharmaceutical stocks are: 600056 China Pharmaceuticals, 600511 State Pharmaceuticals, 000028 consistent pharmaceuticals, 601607 Shanghai Pharmaceuticals.
Pharmaceuticals are a special consumer goods, in the adjustment of the market, pharmaceutical stocks belong to one of the defensive investment varieties, but also both anti-inflation, the future has a stable growth potential of pharmaceutical stocks deserve attention. The red character stocks for the leader. Life sciences concept stocks at a glance
1. Lupin Gaoke. The company is China's largest hybrid rice supply base to rice transgenic research as the main industry, the current market share of more than 17% ranked first in the country. The arrival of the spring plowing season will promote the demand for seeds. The company's main investment risk is lower performance year-on-year.
2, Lansheng shares. The company invested in CITIC Guojian Pharmaceutical Co., Ltd. to monoclonal antibody technology research, the technology in the treatment of tumors and other major diseases across the ages. CITIC Guojian is currently developing more than 16 kinds of drugs, the late profitability is outstanding. The main investment risk of Lansen is whether the foreign trade export situation can improve in time.
3, ST Zhongyuan. The company's holding Concord stem cell genetic engineering limited company has only two of the country's stem cell license, wangdong subordinate tianjin umbilical cord blood hematopoietic stem cell bank is one of the world's largest stem cell bank. The company's success in 2009 to reverse losses, is expected to show off the market, pay attention to the risk of high price-earnings ratio.
4, Tonghua Dongbao. The company in the gene recombinant human insulin technology level is outstanding, the incidence of diabetes increased for this product provides a broader market.
5, Chongqing beer. The company's holding of Chongqing Jiachen Bioengineering Co., Ltd. developed the development of therapeutic (synthetic peptide) Hepatitis B vaccine in the treatment of hepatitis disease has made a breakthrough, China's hepatitis disease patients, providing a larger market base for this product. The investment risk of the company lies in the more obvious seasonality of beer sales.
6, Shanghai Leslie. The company's main products include human albumin, static injection of human immunoglobulin and many other varieties, is China's major exporter of blood products. The current investment risk is the valuation level is high, pay attention to the annual report to send with the possible.
7, Changchun High-tech 8, Yueyang Xingchang 9, Huashen Group 10, Kunming Pharmaceutical Public hospital reform benefited listed companies
A, pharmaceutical business leaders. Public hospital reform and centralized bidding and purchasing for the terminal network, has a strong distribution capacity and scale advantage of large pharmaceutical business enterprises are favorable, the trend of concentration of pharmaceutical business will be more obvious. Pharmaceutical business leaders, including national pharmaceutical enterprises Sinopharm Holdings and its subsidiaries Sinopharm, consistent pharmaceuticals, Shanghai Pharmaceuticals is growing into a national pharmaceutical business enterprises, Nanjing Pharmaceuticals acquisition value is also worth paying attention to.
Two, private hospital chains. Property rights system reform in this round of health care reform is not the main direction, but in some areas, the gradual introduction of part of the private capital to build hospitals will be one of the pilot. Aier Ophthalmology: has a strong model of reproducibility, high barriers to entry, while facing the ordinary LASIK surgery to femtosecond laser upgrade as well as cataract surgery medical insurance coverage is expanding opportunities. Tongze medical: through the acquisition of public hospitals to achieve growth model and the current direction of public hospital reform fits, the future through the acquisition of leapfrog growth, its share price is far below the reasonable price, the value of the medium and long term will be closer to the Aier ophthalmology.
Three, high-quality generic drugs and generic drug companies. In the trend of the gradual elimination of drug price markups, some foreign originator drugs have lost the advantage of price markups that bring profits to doctors, and high-quality generic drugs and generic drug companies will benefit. Hengrui Pharmaceuticals, Enhua Pharmaceuticals, Renfu Technology, East China Pharmaceuticals.
Four, with the brand advantage of the general medicine and beverage enterprises. Kangmei Pharmaceuticals: Chinese medicine in major hospitals is in the process of reconstruction, with the leading enterprises to complete the run, the competition will be unfolded in a single terminal, the leading will be its technical and scale advantages to improve industry concentration.
Fifth, 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 health care institutions, the gradual implementation of the two-way referral system, will also make part of the medical demand to the community transfer. x-ray machines and sterilization equipment and other low-end medical equipment demand will be significantly enlarged. Wandong Medical, Xinhua Medical and Yuyue Medical, Wandong Medical: the upgrading of products in county-level hospitals and the construction of primary medical institutions will enable the X-ray machine market to usher in 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 equipment group is the X-ray machine bidding market share second only to Wan Dong medical company. The integration of the assets of the two will greatly enhance the profitability of Wandong Medical.
Pharmaceutical stocks in the sunrise enterprise segment leading stocks
Blood products: belong to the biological products, is a healthy human blood as raw materials, through the use of biological engineering technology or separation and purification technology prepared by a class of biologically active special products, is a valuable biological class of drugs of human origin. Hualan Bio, Shanghai Lishi, Tiantan Bio. Vaccine products: China has been the largest producer and the largest user of vaccine products in the world, *** there are 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. Tiantan Bio Zhongmu shares Jinyu Group Hualan Bio Liaoning Chengda.
Hypertension: Since the 1980s China has been in a period of sharp rise in the incidence of hypertension. China's existing hypertension 200 million people, but hypertension awareness rate of only 30%, treatment rate of 25%, control rate of 6%. Antihypertensive drugs are still the most important cardiovascular drugs in China. In recent years, the commonly used anti-hypertensive drugs in domestic hospitals are mainly based on three major classes of drugs: calcium channel blockers (diphenhydramine class), ACE-I (prilosec class) and angiotensinase-II inhibitors (sartan class). Huahai Pharmaceuticals Modern Pharmaceuticals.
Immunosuppressants: immunosuppressants are mainly used for organ transplantation anti-rejection reaction and autoimmune diseases such as rheumatoid arthritis, lupus erythematosus, skin fungal disease, membranous glomerulonephritis, inflammatory bowel disease and autoimmune hemolytic anemia. In the past decade or so, organ transplantation in China has developed rapidly and has jumped to the first place in Asia. Organ transplantation is known as one of the three major advances in human medicine in the 20th century. East China Pharmaceutical 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, all reflecting the profound wisdom of ancient Chinese medicine. With the continuous improvement and maturity of its concoction theory, Chinese medicine tablets have become an important means of clinical prevention and treatment in Chinese medicine. Kangmei Pharmaceuticals Tongrentang Kang Enbei Guilin Sanguin
Cardiovascular drugs: in the global context is the first category of drugs, accounting for about 20% of the total size of the drug; in China cardiovascular drugs belong to the second category of drugs, accounting for about 15% of the total sales of the national drug. At the same time, the incidence rate of cardiovascular and cerebrovascular diseases among the elderly in China is as high as 30%, and cardiovascular and cerebrovascular diseases are the first cause of death, which is much higher than the rate of other diseases. Double Crane Pharmaceuticals Tianshili
Diagnostic reagents: Diagnostic reagents on the market in China are mainly medical reagents, veterinary reagents and scientific research reagents. Among them, the medical diagnostic reagent kit is the fastest growing, with the most varieties and the largest consumption, and the most intense competition among manufacturers. China's economic growth rate in recent years continues to rank first in the world, coupled with a large population base, medical diagnostic reagent market demand continues to grow, and has become the focus of public attention. Fosun Pharmaceuticals Daan Genetics Kewa Bio Hualan Bio.
Pharmaceutical distribution: China's pharmaceutical market is currently in a period of rapid growth. In the context of the new health care reform, the government to increase health investment, health insurance coverage continues to expand, as well as economic growth, population aging and many other factors to pull the rapid growth of the pharmaceutical economy. Conservative estimates, by 2020, China's pharmaceutical market size is expected to reach more than three times the size of 2007. Pharmaceutical distribution industry as a drug from the manufacturer to reach hospitals, pharmacies and other sales terminals must pass through the link, is the direct beneficiary of the expansion of the drug market. State Pharmaceuticals Corporation East China Pharmaceutical Nanjing Pharmaceutical Shanghai Pharmaceuticals Tongjunge First Pharmaceuticals Unanimous Pharmaceuticals
Stem Cells and Anti-AIDS Concept Stocks
Stem cells are primitive cells with self-repairing ability and potential for multi-directional differentiation in the embryos and some of the organs in the animal body (including the human body). Stem cells are the ideal seed cells for reconstruction and repair of diseased tissues, aging tissues and organ functions. Stem cell technology, which refers to the bioengineering technology related to stem cells, contains all the technical research required for stem cell generation and induced evolution. Embryonic stem cell technology is a very promising area of research and application in stem cell technology. Through embryonic stem cell technology, it is theoretically possible to find innovative therapies to overcome many of the most persistent diseases in the human collective.
Currently the domestic listed companies involved in the research and application of stem cell technology:
1. ST Zhongyuan (600645), the company's 57% subsidiary Concord Stem Cell Genetic Engineering is currently the main business of umbilical cord blood storage business (for the treatment of leukemia), Concord Stem Cells has one of the world's largest tianjin umbilical cord blood hematopoietic stem cell bank, is the only one in China. Stem cell industrialization base; the company's major shareholder, Deyuan Investment intends to integrate resources, highlight the main business, bigger and stronger biomedical industry, stem cell industry.
2. Friendship Group (600778), the company and the National Human Genome South Research Center *** with the investment in the formation of the Shanghai Shenyou biotechnology (56.7%) to participate in the "elimination of osteoprotectin gene mouse embryonic stem cells heterozygous model of the establishment of" research and complete the primer synthesis and gene sequencing work. The research was completed with the synthesis of primers and gene sequencing.
3. Fosun Pharmaceuticals (600196), the company invested in the establishment of a biotherapeutic research center, which mainly researches on stem cell transplantation technology, stem cell banking and biotherapeutic technology.
4. ST Jiufa (600180), the human granulocyte colony-stimulating factor rhG-CSF produced by the controlling subsidiary Glanbac Biopharmaceuticals is a potent drug for the treatment of tumors and cancers, and it can be used in peripheral blood stem cell transplantation, bone marrow transplantation and other medical fields.
5. Sihuan Bio (000518), the company's controlling subsidiary Shenzhou Cell Engineering has mastered the international advanced large-scale high-efficiency animal cell culture technology.
Note 1. The most widely used field of stem cell application in China is hematopoietic stem cell transplantation, in which umbilical cord blood contains a large number of immature hematopoietic stem cells, which can be used instead of bone marrow and peripheral blood stem cell transplantation, and has been successfully applied in the treatment of leukemia, lymphoma, myelodysplastic syndromes, aplastic anemia, hemoglobinopathies, metabolic storage disease and immunodeficiency, and other diseases.
Changchun High-tech (000661) AIDS vaccine concept, and the United States Vital Corporation, Jilin University and other five units to develop and produce AIDS vaccine project. State Drug Administration has formally approved the controlling subsidiary Changchun Baike Pharmaceutical (60% of the company's shareholding) AIDS vaccine project into the phase I clinical research.
Jiangzhong Pharmaceutical (600750) the company's first major controlling shareholder Jiangzhong Group of companies by the Jiangxi College of Traditional Chinese Medicine and the Jiangxi Provincial Pharmaceutical State-owned companies jointly funded the establishment of a comprehensive state-owned pharmaceutical enterprise groups. The company was established in June 26, 1998, the registered capital of 200 million yuan. Invested by Jiangxi Jiangzhong Pharmaceutical (Group) Co., Ltd. and the Chinese Academy of Military Medical Sciences *** with the development of a new anti-AIDS drug dicaffeoyl quinic acid (referred to as IBE-5), formally approved by the State Food and Drug Administration to enter the stage of human clinical trials. This means a new breakthrough in China's research on new anti-AIDS drugs.
Zhangjiang Hi-Tech (600895) Shanghai Diceno Biopharmaceutical Company, the holding company of the company, developed a new anti-AIDS generic drug "dehydroxyinosine" and bulk, and has received a new drug certificate and production approval. On September 1, 2003, Diceno officially launched the anti-AIDS drug "Kedu" with "Zidovudine" as the ingredient to the market, the cost of which is only 5% to 7% of that of imported drugs, and it has already begun to produce in large quantities. In addition, Diceno has another anti-AIDS drug - Nevirapine, has entered the acceptance stage of the State Drug Administration, it also belongs to the most basic anti-AIDS drugs.