Twelfth Five -Year Plan outlines A -share investment macro pharmaceutical industry to usher in opportunities
Release time: 2010-10-20 & nbsp & nbsp & nbsp Source:
The Fifth Plenary Session of the Seventeenth Central Committee will be held in Beijing from October 15th to 18th,Review and approve the "Recommendation of the Central Committee of the Communist Party of China on the Twelfth stake betting appFive stake betting app-Year Plan for the Development of the National Economic and Social Development"。So,For investors,How to adjust your investment ideas under the "Twelfth Five -Year Plan" framework,What investment hotspots are grasped,It looks very important。This edition will be reported in a series of reports,Consumption、Investment、Industrial transformation and regional revitalization four angles,Carefully sort out the "Twelfth Five -Year Plan" beneficiary industry,For investors for reference。
The pharmaceutical industry ushered in the era of big cake
Recent,Director of the Department of Market order of the Ministry of Commerce revealed to Xin,The draft "Twelfth Five -Year Plan" plan for the pharmaceutical circulation industry has been completed,I'm asking Opinions。Introduction to Xin,The focus of planning is,To cultivate 1-2 100 billion companies,20 billion companies,Solve the industry's concentration is not high、Medicine and medicine with medicine。
China's pharmaceutical industry ushered in the era of big cake。The main factors are attributed to the following aspects。Domestic: Reform of the stake online sports bettingMedical My stake betting appand Health System; Economic rapid development,Reform of the income distribution system is on the agenda,Social wealth accumulation accelerate; technological progress; lifestyle change,Disease types increase; aging acceleration,(expected) life expectancy; consumer incentive。Foreign: a large number of patents expire,Non -patented generic drugs (Metoo -class generic drugs) will usher in the peak of medication; emerging markets focusing on generic drugs are facing breakthrough development,Improper drug companies with sufficient research and development reserves are expected to take the lead in breakout。
From January to August 2010, the revenue of the pharmaceutical industry was 697.6 billion yuan,Total profit 71.8 billion yuan,increased by 27.21 % year -on -year, respectively、35.58 %。From the level of profitability,Proliferative profit margin of 10.3%increased by 0.64 percentage point,The highest profitability of the nearly 10 years。
Expressions from various ministries and commissions on related occasions,The characteristics of new My stake betting appmedicine My stake betting appare summarized as three aspects: innovative drugs (adapting to multiple sexual diseases and new infectious disease prevention requirements)、Manufacturing of advanced medical equipment (wide application surface、Key core technologies of basic medical devices with large demand and high -end medical equipment with high technology content)、Blue Ocean Strategy field (Enterprises actively pioneering strategic blue oceans are also worthy of our attention)。
Starting from the large industry chain of the pharmaceutical industry and the industrial chain of the sub -industry, start analysis,We believe that the points of new medicine will be mainly distributed in biological products、Some biological agent pharmaceutical companies with strong research and development strength、Some companies that take the blue ocean strategy in mid -to -high -end medical care and medical services。
The pharmaceutical industry ushered in the era of big cake
Recent,Director of the Department of Market order of the Ministry of Commerce revealed to Xin,The draft "Twelfth Five -Year Plan" plan for the pharmaceutical circulation industry has been completed,I'm asking Opinions。Introduction to Xin,The focus of planning is,To cultivate 1-2 100 billion companies,20 billion companies,Solve the industry's concentration is not high、Medicine and medicine with medicine。
China's pharmaceutical industry ushered in the era of big cake。The main factors are attributed to the following aspects。Domestic: Reform of the stake online sports bettingMedical My stake betting appand Health System; Economic rapid development,Reform of the income distribution system is on the agenda,Social wealth accumulation accelerate; technological progress; lifestyle change,Disease types increase; aging acceleration,(expected) life expectancy; consumer incentive。Foreign: a large number of patents expire,Non -patented generic drugs (Metoo -class generic drugs) will usher in the peak of medication; emerging markets focusing on generic drugs are facing breakthrough development,Improper drug companies with sufficient research and development reserves are expected to take the lead in breakout。
From January to August 2010, the revenue of the pharmaceutical industry was 697.6 billion yuan,Total profit 71.8 billion yuan,increased by 27.21 % year -on -year, respectively、35.58 %。From the level of profitability,Proliferative profit margin of 10.3%increased by 0.64 percentage point,The highest profitability of the nearly 10 years。
Expressions from various ministries and commissions on related occasions,The characteristics of new My stake betting appmedicine My stake betting appare summarized as three aspects: innovative drugs (adapting to multiple sexual diseases and new infectious disease prevention requirements)、Manufacturing of advanced medical equipment (wide application surface、Key core technologies of basic medical devices with large demand and high -end medical equipment with high technology content)、Blue Ocean Strategy field (Enterprises actively pioneering strategic blue oceans are also worthy of our attention)。
Starting from the large industry chain of the pharmaceutical industry and the industrial chain of the sub -industry, start analysis,We believe that the points of new medicine will be mainly distributed in biological products、Some biological agent pharmaceutical companies with strong research and development strength、Some companies that take the blue ocean strategy in mid -to -high -end medical care and medical services。
