Basically all the stocks in this sector have good fundamentals, stable earnings and low valuations. Basically all have state-owned or local government background. Drinking and eating medicine plate has traditionally been favored by big money, is the first choice of big money holding group. A lot of stocks in the plate, the moat threshold is very high, part of the stock's products are national core secrets.
The overall market of the plate is moderate, hierarchical, and the proportion of high and low (market value and share price) stocks is balanced.
In recent years by the state key support, policy support is stronger (tax relief, integration of revenue, to favorable policies), some stocks long-term earnings growth is expected to be obvious. Specifically as follows:
1, Rhein Biologicals (Guangxi Guilin), major shareholder: Qin Benjun
Total market capitalization: 5.313 billion, the circulating market of 4.324 billion, the third quarter of 2021: 0.150
2021 yearly line, opening: 8.37, closing: 9.71, turnover rate: 514.86%
2022 year line, opening: 9.71, closing: 10.34, turnover rate: 51.09%
Main business: the production of high purity monomers and standardized extracts of rosmarinic acid sweet glycosides, proanthocyanidins, anthocyanins, anthocyanidins, lycium barbarum polysaccharides and other plant functional ingredients.
Scope of business: research and development, production, sales, technology transfer, import and export of plant extracts, traditional Chinese medicine extracts, food and food additives, feed and feed additives, formulated products of plant extracts, skin care cosmetics and personal care products; plant seedling cultivation and breeding research, application, promotion and technology transfer.
2, Taiji Group (Chongqing), major shareholder: Taiji Group Co.
Total market capitalization: $11.9 billion, the circulating market of $11.9 billion, 2021 three quarters: 0.450
2021 annual line, opening: 13.26, closing: 22.46, turnover rate: 353.67 percent
2022 year line, opening: 24.71, closing: 23.39, turnover rate: 82.59%
Main business: proprietary Chinese medicines, western medicines, health care products, medical packaging products, medical equipment production and sales and import and export of raw materials, Chinese herbal medicines, pharmaceutical packaging.
Scope of business: processing, sales: proprietary Chinese medicines, western medicines; Chinese herbal medicine planting, sales; retail and wholesale of medicines; agricultural and sideline products; sales of non-staple foods and other food products, automobile second level of maintenance and the following operations, packaging and decorating and other printing, lodging; health care products processing, sales; medical equipment sales; medical packaging products processing; general merchandise, hardware, communication and electricity, chemicals, arts and crafts, Machinery and equipment, construction materials sales (excluding hazardous chemicals and timber) sales; mechanical parts processing; aquaculture; commodity packaging; tourism development; real estate development; own house, land rental; trade brokers and agents.
3, Yibai Pharmaceuticals (Guiyang, Guizhou), Major Shareholder: Dou Qiling
Total Market Capitalization: 6.103 billion, circulating market 6.103 billion, 2021 Q3: 0.380
2021 Yearly Line, Opening: 5.09, Closing: 8.13, Change of Hand Ratio: 471.07%< /p>
2022 annual line, opening: 8.25, closing: 8.22, change of hands: 58.06%
Main business: the production and sale of traditional Chinese medicine products
Scope of business: tablets, granules, syrups, lyophilized powdered injections, compositions, drops of pills, decoctions and creams, tinctures, oral solutions, in the Xinyi factory of Pingba County, Anshun City, Guizhou Province: extraction of traditional Chinese medicine; The enterprise and the enterprise members of self-produced products and related technology export business; operating the enterprise and the enterprise members of production, scientific research needs of raw and auxiliary materials, machinery and equipment, instruments and meters, spare parts and related technology import business; operating the enterprise's imported processing and "three to a complement" business; Chinese herbal medicine planting and aquaculture Project investment; sales of agricultural products; Chinese herbal medicine market information consulting services
4, Tongrentang (Beijing), the major shareholder: China Beijing Tongrentang (Group) Limited Liability Company
Total market capitalization: 65.7 billion, 65.7 billion in the circulating market, three quarters of 2021: 0.670
2021 annual line , opening: 39.94, closing: 44.98, turnover rate: 373.60%
2022 year line, opening: 49.00, closing: 48.98, turnover rate: 29.12%
Main business: production, research and sales of traditional Chinese medicines
Scope of business: processing, manufacturing of large-volume injections, small-volume injections, lyophilized powders injection, tablet, hard capsule, soft capsule, granule, rinse, aerosol, raw materials, psychotropic drugs, small-volume injections, coating, gel, imported medicines, packaging, Chinese medicine extraction, pharmaceutical machinery and equipment; sales of the company's own products, machinery and electrical equipment; technology development, technology transfer, technical services; self-supporting and agent for all kinds of commodities and technology import and export business; the processing of incoming materials and "three to one complement" business; business countertrade and re-export trade.
5, Panglong Pharmaceuticals (Xi'an, Shaanxi), the major shareholder: Xie Xiaolin
Total market capitalization: 2.631 billion, the circulating market of 1.679 billion, the third quarter of 2021: 0.850
2021 annual line, opening: 29.76, closing: 31.33, the change of hands rate: 533.69%
2022 year line, opening: 32.50, closing: 31.80, turnover rate: 79.07%
Main business: the research and development, production and sales of proprietary Chinese medicines, the formation of the Panlong seven tablets as the leading products, orthopedic rheumatism as the main therapeutic areas, and covers the liver and gallbladder category, cardio-cerebral and cerebrovascular, gynecological and anti-tumor categories of multiple therapeutic areas.
Scope of business: medical research and experimental development; sanitary supplies and single-use medical supplies sales; disinfectant sales; acquisition of Chinese herbal medicine; the second class of medical equipment sales; the first class of medical equipment sales; the first class of medical equipment production; cosmetics retail. Licensed projects: import and export of drugs; technology import and export; import and export agency; drug production; disinfectant production; sanitary products and single-use medical supplies production; commissioned production of drugs; import and export of goods; disinfection device production; drug retailing; road transport of goods; the second class of medical equipment production; the third class of medical equipment production; the third class of medical equipment business; cosmetic production; production of health care products; health care products Sales; health food production; health food sales; food production; food business; special medical use formula food production; special medical use formula food sales; food Internet sales
6, Jiangzhong Pharmaceutical (Nanchang, Jiangxi Province), the major shareholders: China Resources Jiangzhong Pharmaceutical Group Co.
Total market capitalization: 8.587 billion, outstanding market 8.509 billion, 2021 Q3: 0.720
2021 annual line, opening: 13.26, closing: 14.45, turnover rate: 462.17%
2022 annual line, opening: 15.20, closing: 14.25, turnover rate: 35.17%
Main Businesses Engaged in the production, research and development and sales of pharmaceuticals and major health products
Scope of business: production and sales of proprietary Chinese medicines and chemical medicines; production and sales of general food products such as sugar, chocolates, candies and beverages; production and sales of special food products, such as health food products and food for special medical purposes; production and sales of medical equipment; production and sales of hygiene products such as sanitary wipes; and the acquisition of agricultural and sideline products; Domestic trade and production processing, international trade; research and development services, technology transfer services, technical consulting services.
7, China Resources Shuanghe (Beijing), Major Shareholder: Beijing Pharmaceutical Group Limited Liability Company
Total Market Capitalization: 14 billion, Circulating Market 14 billion, Q3 2021: 0.852
2021 Yearly Line, Opening: 13.11, Closing: 13.37, Change of Hand Rate: 124.23%
2022 year line, opening: 13.69, closing: 13.58, turnover rate: 12.87%
Main business: processing, manufacturing, sales of preparation drugs, chemical raw materials, pharmaceutical equipment.
Scope of business: processing, manufacturing large-volume injections, small-volume injections, lyophilized powder injections, tablets, hard capsules, granules, rinses, soft capsules, aerosols, gels, coated, imported pharmaceutical sub-packaging;; sales of the company's own products, mechanical and electrical equipment; technology development, technology transfer, technical services; production of pharmaceutical machinery and equipment.
8, Shuanglu Pharmaceuticals (Beijing), major shareholder: Xinxiang Egret Investment Group Co.
Total market capitalization: $ 11.4 billion, the circulating market of $ 9.408 billion, the third quarter of 2021: 0.424
2021 annual line, opening: 10.00, closing: 10.81, the rate of change of hands: 350.17%
2022 year line, opening: 10.92, closing: 11.21, change of hands: 17.91%
Main business: genetic engineering drugs and biochemical, chemical drugs, including genetic engineering, biochemical drugs, chemical raw materials and preparations of the research and development, production and operation.
Scope of business: production of tablets, hard capsules, granules, soft capsules, drops, lyophilized powder injections, powder injections, large-volume injections, small-volume injections, gels, eye drops, nasal sprays, bioengineered products {topical recombinant human basic fibroblast growth factor, recombinant human granulocyte-stimulating factor injections, recombinant human interleukin-2 for injection (125Ala) Recombinant Human Interleukin-2(125Ala) Injection, Recombinant Human Interleukin-11 for Injection, Recombinant Human Novel Complex Alpha-Interferon, APIs (Salmon Calcitonin, Naftopidil, Thymopentapeptide, Growth Suppressant, Ghrelin, Vanciclovir, Ganciclovir, Nimustine Hydrochloride, Mentaminase, Thiopronin, Nilmacrolimus, Ozagrel, Iso Cyclophosphamide, Sodium Risedronate, Sodium Bindisulphate, Adenosyl Methionine, Toluidine Hydrochloride) Adenosylmethionine, Tolansetron Hydrochloride, Timosartan, Cytidine Triphosphate Disodium, Enoxaparin Sodium, Naloxone Hydrochloride, Glycyl-L-Tyrosine, Glycyl-L-Glutamine, Pamidronate Disodium, Adefovir, Octreotide Acetate, Oxaliplatin, Temozolomide), psychotropic drugs, biochemical raw materials, traditional Chinese medicines extracts; the production and sale of "Shuanglu Brand Red Capsules" health food. The company's main business is the production and sale of "Shuanglu brand red Xin capsule" health food.
9, Kun Pharmaceutical Group (Nanjing, Jiangsu Province), Majority Shareholder: Huali Pharmaceutical Group Limited
Total market capitalization: 8.856 billion, 8.827 billion of the circulating market, the third quarter of 2021: 0.572
2021 annual line, opening: 8.43, closing: 11.05, turnover rate: 333.66%
2022 YTD, Open: 11.32, Close: 12.06, Change of hands: 65.26%
Main business: engaged in the research and development, manufacture and sale of pharmaceuticals.
Scope of business: Chinese and Western medicine raw materials and preparations, chemical raw materials, intermediates, reagents, packaging materials, extracts, Chinese medicine tablets procurement, production and sales, agricultural and sideline products and Chinese herbal medicine, industrial hemp planting, R & D, flower and leaf processing, domestic trade, supply and distribution of goods and technology import and export business, science and technology development, consulting services, machining, manufacturing of pharmaceutical equipment, installation and maintenance business, pharmaceutical engineering design, medical equipment business, foreign aid material projects.
10, Yunnan Baiyao (Yunnan Kunming), major shareholder: Yunnan State-owned Equity Operation and Management Company Limited
Total market capitalization: 133.9 billion, the circulating market of 63.2 billion, the third quarter of 2021: 1.920
2021 annual line, opening: 102.34, closing: 104.05, turnover rate: 315.06%
2022 year line, opening: 104.99, closing: 105.99, turnover rate: 15.52%
Main business: chemical raw materials, chemical pharmaceutical preparations, proprietary Chinese medicines, Chinese herbal medicines, biological products, health food, food, cosmetics and beverages development, production and sales; sugar, tea, Construction materials, decorative materials, wholesale, retail, purchase and sale; technology and economic and technical consulting services, property management, medical equipment, daily necessities, outdoor supplies.
Business scope: production and sales; rubber cream, plaster, disinfection products, electronic and digital products sales; information technology, science and technology and economic and technical consulting services; import and export of goods; property management.
11, Guizhou Bailing (Anshun, Guizhou), Major Shareholder: Jiang Wei
Total market capitalization: 10.2 billion, the circulating market 6.767 billion, 2021 three quarters: 0.090
2021 year line, opening: 7.80, closing: 7.60, turnover rate: 425.85%
2022 year line, opening: 7.80, closing: 7.60, turnover rate: 425.85%
2022 annual line, opening: 7.58, closing: 7.44, turnover rate: 54.77%
Main business: the production and sale of proprietary Chinese medicines, mainly Miao medicines. It is mainly engaged in the production and sales of cough and phlegm medicines, cold and flu medicines and cardiovascular medicines series of proprietary Chinese medicines, as well as the research and development of other natural medicines and chemical drugs.
Business scope: tablets, capsules, syrups, soft capsules, granules, pills, dispersions, sprays, decoctions, tinctures, drops, raw materials, large capacity injections; production and sales of pre-packaged food; hygiene products production; health food production and processing; production of confectionery products; planting of traditional Chinese herbs; market marketing planning; design, production, release, and agency of all types of domestic and foreign advertising; Market promotion and publicity; market research and study; cultural and academic exchanges, marketing management; cosmetic sales; own warehouse and ancillary equipment rental; disinfectant production and sales; hygiene products production and sales.
12, People's Tongtai (Harbin, Heilongjiang), major shareholder: Harbin Pharmaceutical Group Co.
Total market capitalization: 3.966 billion, 3.966 billion of the circulating market, three quarters of 2021: 0.404
2021 annual line, opening: 6.77, closing: 6.72. Change of hands: 106.65%
2022 year line, opening: 6.80, closing: 7.01, change of hands: 9.94%
Main business: pharmaceutical manufacturing, pharmaceutical distribution, investment management.
Scope of business: investment management and consulting; investment and investment management in the medical industry with its own assets; medical and pharmaceutical consulting services; business management consulting; acceptance of entrusted to engage in the principal's asset management, business management.
13, Dong'a Ajiao (Shandong Liaocheng), major shareholder: China Resources Dong'ajiao Co.
Total market capitalization: 26.8 billion, 26.8 billion in the liquid market, 2021 Q3: 0.470
2021 annual line, opening: 45.03, closing: 48.75, turnover rate: 300.78%
2022 year line, opening: 49.12, closing: 41.88, turnover rate: 24.01%
Main business: production and operation of proprietary Chinese medicines, biopharmaceuticals, health food, pharmaceutical excipients, medical devices, packaging and printing, and so on.
Scope of business: industrial investment, equity investment; production and sale of traditional Chinese medicine composites, gels, decoctions, granules, hard capsules, oral liquid; animal husbandry, acquisitions, slaughtering, processing and sales; planting, production, acquisition, processing and sales of traditional Chinese medicine; import and export of approved range of commodities; sales of chemical products; production and sale of health food products within the scope of the license; commissioned by the Production and sale of health food; production, processing and sale of food products within the scope of the license; production and sale of plastic packaging, containers, tools and other products for food within the scope of the license; investment in own assets, leasing, transfer, income; direct sale of approved products within the approved area. Cosmetics, health care equipment, medical devices, small kitchenware, cleaning products, household appliances production and sales; health advice and services, travel and tourism services, conference and exhibition and reception services, crafts sales.
Not recommended or implied, investment risk, the market need to be cautious.