2023 China Pharmaceutical Stocks at a Glance
We have subdivided pharmaceutical stocks into three subsectors: chemical and biopharmaceuticals, medical devices, and healthcare services, with the first two being more affected by regulation and collective purchasing. The following is a list of China pharmaceutical stocks that I have prepared for you! I hope you like it!
(a) chemical and biopharmaceutical
1, innovative drugs
Innovative drugs are the mainstay of investment in pharmaceutical stocks, both consumer stocks "stable", but also technology stocks "fast! ". Therefore, in addition to looking at its mature drugs, more focus on the drugs under development and progress, these are the fundamental source of performance growth.
Hengrui medicine: innovative drug leader, R & D team continues to grow has now become its core competitiveness. Four major products into the medical insurance, accelerate the release of volume.
Changchun Hi-Tech: the world's leading growth hormone, R & D capabilities of the international leader, the production scale of Asia's first. Its profits rely heavily on from Kinsey Pharmaceuticals, criticized by many investors.
2, Chinese medicine
Currently, the Chinese medicine industry policy changes, allowing Chinese medicine tablets, Chinese medicine preparations to implement independent pricing, undoubtedly increased the performance of Chinese medicine to enhance the space.
Pientzehuang: miraculous therapeutic effect, the formula is protected by the state, and it is regarded as "national treasure and famous medicine".
Yunnan Baiyao: the largest manufacturer of toothpaste in China, and its profit mainly comes from toothpaste.
3, vaccines
China's vaccines are divided into two types according to the cost of bearing: one type of free mandatory vaccination, the second type of voluntary vaccination at their own expense. At present, the popularity of the first category is good, and the popularity of the second category is low, which has a large market space.
Contact Bio: Hepatitis B vaccine domestic market share of the first, pneumonia vaccine competition pattern is good. But its actual controller divorced and the total share capital of 23.99% split in the name of the other party, known as the "A shares of the most expensive divorce case", there is a "fake divorce real cash" possibility.
Watson biology: the main pneumonia vaccine and HPV vaccine, currently intends to sell the core technology HPV vaccine, the operation is doubtful.
Zhi Fei Bio: domestic vaccine industry leader, the largest domestic agent of HPV vaccine Merck Sharp & Dohme.
(2) devices
Medical device plate market potential, domestic manufacturers technology to high-end breakthroughs, domestic substitution for its main incremental logic. There is the biggest hidden danger for the government centralized purchasing on the price of killing, serious compression of profit margins.
Myriad Medical: the domestic medical device leader, the world's leading products with strong competitiveness. 2023 into the pet medical new field, become the future of the new profit growth point.
Jianfan Bio: blood perfusion device a unique, due to uremia can not be cured, the patient has a long time to rely on the instrument.
Kelitech: leading orthopedic consumables.
Innovation Medical: specializing in medical gloves, world leader catalyzed by the epidemic.
(C) medical services
Medical services are not affected by the collection and enjoy the dividends of biomedical stocks, the industry boom is high.
1, innovative drug R & D services CXO
Innovative drug R & D costs are high, the probability of failure is high. In order to reduce the cost of capital, time costs, R & D risk, gave birth to the CXO industry chain. The whole industry maintains a high boom by virtue of the logic of "water seller".
Wealthcare: CXO complete industry chain leader, promoting the layout and development of the whole industry chain.
Kanglong Huacheng: the second domestic and the third global preclinical CRO, second to WuXi AppTec.
Zhaoyan New Drug: a leading preclinical CRO in safety evaluation.
Kelaiying: leading small molecule chemical pharmaceutical CDMO.
PharmaStone: leading CRO in drug molecular masonry.
Tag Pharma: focus on positioning CRO as a niche market and become a clinical CRO industry leader.
2, specialty medical
Specialty medical current market penetration rate are relatively low, the industry ceiling is still very high.
(1) ophthalmology
Eye: the world's largest ophthalmology medical chain, through the hierarchical chain expansion model continues to expand, while bringing a huge goodwill there are certain pitfalls. Recently, there have been a lot of medical disputes.
Optimum Vision: the leading domestic corneal plastic lenses, eat all the domestic instead of dividends. Aibo medical plastic lenses products also approved in 2023, and then no longer a stand-alone. To high-end products is the development trend.
(2) Dental
Tongze medical: domestic oral health care leader, a model of endogenous growth. Adopting the model of "central hospital + branch" to broaden the medical market area, with strong reproducibility. From the doctor + word of mouth two aspects to deepen their moat.
Guocera Materials: its wholly-owned subsidiary Eltron has the largest market share of nano zirconia for high-end ceramic teeth in China.
(3) Medical beauty
Medical beauty is a profitable industry and addictive, the industry is in a high growth stage, the market space is huge. There is no collective procurement or health insurance fee control pressure, belonging to the health insurance immunization varieties.
American: the leading injectable hyaluronic acid, focusing on medical beauty terminal products. The company's research and development capability is very strong, a variety of products belong to the first domestic. Although it is a new stock but worth keeping watch.
Huaxi Bio: the leading hyaluronic acid raw materials, is the world's largest hyaluronic acid production and sales enterprises. The whole industry chain layout, in the medical beauty and cosmetics track continued to make strength.
3, in vitro diagnostics
Golden Medics: a leading third-party medical testing company in China, the core of the industry lies in the accumulation of data, the larger the database, the higher the efficiency and accuracy of the test.
Wanfu biology: instant testing leader, in the field of POCT only fine.
Aide Bio: focus on tumor detection.
4, chain pharmacies
Pharmacy is a fully mature and just need the market, industry concentration tends to rise.
Dashenlin: one of the leading domestic chain drugstores, the four major pharmacies ranked first in the gross profit margin net profit margin, strong profitability, stable and steady type.
Yifeng Pharmacy: one of the leading domestic chain drugstores, through the financing of rapid acquisition and expansion of goodwill as high as 3.1 billion yuan, the late stage is facing a larger integration problem.
A list of 30 leading pharmaceutical stocks
1, innovative drug leader: Hengrui Medicine
Main business: pharmaceutical research and development, production and sales.
2, cardiac stent leader: LPMC
Main business: medical equipment and accessories technology development, production, sales.
3, Chinese medicine leader: Yunnan Baiyao
Main business: manufacturing and sales of Yunnan Baiyao series of products and natural botanicals series of products based on various types of drugs.
4, growth hormone leader: Changchun High-tech
Main business: biopharmaceuticals, pCms production and sales, real estate development as the leading industry.
5, anti-allergy biopharmaceutical leader: I Wu biology
Main business: research and development, production and sales of allergen products.
6, diabetes leader: Tonghua Dongbao
Main business: pharmaceutical research and development and manufacturing.
7, I.V. infusion leader: Keren Pharmaceutical
Main business: infusion series of pharmaceutical development, production and sales.
8, new drug experimental leader: WuXi AppTec
Main business: small molecule chemical drug discovery, R & D and production of a full range of integrated platform services, in the form of the whole industry chain platform for the global pharmaceutical companies to provide all kinds of new drug development, production and ancillary services, medical device testing and overseas precision medical R & D and production services.
9, vitamin drugs leader: new and Cheng
Main business: engaged in nutritional products, flavors and fragrances, polymer composite new materials and API production and sales.
10, blood products leader: Hualan Bio
Main business: blood products, vaccines, genetic engineering products research and development, production and sales.
11, the central nervous system leader: Enhua Pharmaceutical
Main business: pharmaceutical production, research and development and sales.
12, nuclear drug leader: Dongcheng Pharmaceutical
Main business: Chinese and western pharmaceutical preparations, biochemical raw materials, research and development, production and sales.
13, paste medicine leader: qizheng Tibetan medicine
Main business: research and development, production and sales of Tibetan medicine.
14, anesthesia leader: Renfu medicine
Main business: production, research and development and sales of pharmaceutical industry products.
15, ophthalmology leader: Aier Ophthalmology
Main business: ophthalmic medical services and optometric medical services.
16, pharmaceutical business leader: Shanghai Pharmaceuticals
Main business: pharmaceutical research and development and manufacturing, distribution and retail.
17, pharmacy chain: Yifeng Pharmacy
Main business: drugs, health care products, medical equipment, and health-related daily convenience goods retail chain.
18. Pharmaceutical glass leader: Shandong Pharmaceutical Glass
Main business: manufacturing and sales of various pharmaceutical glass packaging products.
19.Clinical CRO leader: Tigermed
Main business: for the development of pharmaceutical products to provide phase I to IV clinical trial technical services, data management, statistical analysis, registration, center testing, medical imaging, health consulting and other clinical research services.
20. Vaccine leader: Zhifei Bio
Main business: R&D, production and sales of vaccines and biological products.
21.Independent laboratory leader: Goldcorp Medical
Main business: providing medical testing and pathology diagnostic outsourcing services.
22. Leading medical checkup business: Meinian Health
Main business: health checkup services.
23. Healthcare products leader: BY-HEALTH
Main business: R&D, production and sales of dietary supplements.
24, chemiluminescent diagnostic reagent leader: Anto Bio
Main business: in vitro diagnostic reagents and its supporting instrumentation development, production and sales.
25, medical information technology leader: health care health
Main business: health care field application software research and development, sales and technical services.
26, dental leader: Tongze medical
Main business: investment in medical services.
27, gene sequencing leader: UW Genetics
Main business: through genetic testing and other means, for medical institutions, scientific research institutions, enterprises and institutions to provide genomics diagnostic and research services.
28, orthopedic materials leader: Dabo medical
Main business: the production, research and development and sales of medical high-value consumables.
29. Medical devices: Myriad Medical
Main business: research and development, manufacturing, marketing and service of medical devices.
30. Household medical equipment leader: Yuyue Medical
Main business: the production and sale of medical equipment and health care products.
What are the leading pharmaceutical stocks? What are the leading stocks in China's pharmaceuticals?
1, Hengrui medicine (600276): the company is mainly engaged in research and development, anti-tumor, anesthesia, contrast agents and other drugs production and sales. It is China's first chemical-pharmaceutical company and has the best chance of challenging the international giants.
2, East China Pharmaceutical (000963): the company is located in Hangzhou, Zhejiang Province, the main business covers the entire industry pharmaceutical chain, the pharmaceutical industry as the leading. At the same time it is also in the industry, expanding the pharmaceutical business and medical cosmetology, set R & D, production and distribution in one.
3, Fosun Pharmaceuticals (600196): the company is located in Shanghai, Putuo District, mainly engaged in pharmaceuticals, medical devices and medical diagnostics, health care services. The company continues to practice innovation and internationalization strategy, focusing on research and development, authorization, production, operation and commercialization, to international layout of innovative drug investment has gradually entered the harvest period, the income structure adjustment has become more and more obvious. In the future, the Company is expected to leverage its international and commercial advantages to further strengthen external cooperation and expand product channels. Meanwhile, the company's medical devices and medical diagnostics segment is also growing steadily.
4, Xinhecheng (002001): The company is mainly engaged in the production and sales of nutritional products, flavors and fragrances and new polymer materials. The company is the largest manufacturer of vitamin A and vitamin E in China. Relying on the deep foundation of fine chemicals, with "chemical" and "biological" as the core, the company has formed a deep product network structure, and the future performance is expected to continue to grow rapidly.
5, Huat Dain (000915): the company is mainly engaged in pharmaceutical and environmental protection business. The company is the leading enterprise of vitamin AD drops, the core product growth space, strong competitiveness.
6, Puli Pharmaceutical (300630): the company is mainly engaged in research and development, production and sales of chemical pharmaceutical preparations. Is a scarce domestic injection molding export enterprises. The company's preparation exports are growing rapidly, and the innovative drug business is steadily advancing. The company's iopachol Netherlands was approved, successfully cut into the field of contrast agents.
7, Li Zhu Group (000513): mainly engaged in research and development, production and sales of pharmaceutical products.
8, Xing Qi ophthalmic drugs (300573): the company is mainly engaged in research and development of ophthalmic drugs production and sales. The company is a leading ophthalmic drugs, the first mover advantage is obvious, the foundation is deep. The company's low-concentration atropine and cyclosporine continued to release, "permeability increases the rolling accumulation of patients" to drive market growth. The company's atropine "Internet +" model is unique, cyclosporine enjoys an exclusive listing period, 2025 before the pattern will be excellent.
9, Jianyou shares (603707): the company is mainly engaged in research and development, production and sales of pharmaceutical raw materials and preparations. The company is a leading domestic heparin enterprise, heparin API business is expected to maintain a high degree of prosperity. Superimposed on the preparation of new varieties continue to be approved and rapid release, the future performance is expected to maintain faster growth.