from the Ministry of Industry and Information Technology、The three departments of the Ministry of Health and the Drug Administration jointly issued the "Guiding Opinions on Accelerating the Structure Adjustment of the Pharmaceutical Industry" (referred to as "Opinions")，Proposal Stake Sports Bettingto stake online sports bettingspeed up adjusting the pharmaceutical industry structure，Cultivate independent innovation ability，Improve production concentration。On the whole，Favorite listing leading enterprise。

 

"Opinions" Encourage technological innovation，Difference control of drug prices according to the degree of innovation，and clearly proposed the industrialization of 10 independent intellectual property drugs in the field of chemical drugs，Cultivate 20 new varieties expired in patents; strive for more than 15 new drugs in the field of biopharmaceuticals; cultivate more than 50 modern Chinese medicine in the field of Chinese medicine。The direction of the adjustment of the pharmaceutical industry will be from low level imitation to the first imitation、Innovation，Recommended R & D strength is strong，Product First imitation or innovative enterprise，Including Chinese Biopharmaceuticals (01177.HK)、Mingyuan Medical (00233.HK)、Huahan Biopharmaceutical (00587.HK), etc.。

 

"Opinions" clearly proposed，Basic drugs The top 20 companies account for more than 80%of the market share，Realize the scale and intensiveization of My stake betting appbasic drug production。We believe stake online sports bettingthat this opinion is mainly aimed at the phenomenon of "inferior drugs expels good medicine" in basic medicine bids this year，Following our judgment: Basic drugs are not low -quality and low -cost drugs，In the end, I still have to return to the high -quality medicine of brand manufacturers，This good Lijun International (02005.HK)、Federal Pharmaceutical (03933.HK) and China Pharmaceutical (01093.HK) and other basic pharmaceutical brands。

 

Opinions point out，It will encourage the acquisition of mergers and help ourselves，Reduce the number of pharmaceutical companies，Pharmaceutical Top 100 Enterprise revenue will account for more than 50%(the revenue of the top 100 companies in 2009 is only 31%)。The new version of GMP will be promulgated soon，Execution is much greater than in the past，It is expected to start next year，A large number of small enterprises will be difficult to meet the new version of GMP requirements，Face for the fate of being eliminated or acquired。

 

The concentration of the pharmaceutical industry improves the leading enterprise in the industry，In particular, the new version of GMP requires stricter vaccines Stake Sports Bettingand stake sports betting appChinese medicine injection industries。For some minimally invasive intervention、Surgical implant、In vitro diagnostic reagents and other products，Opinions will promote the core component、The localization of key technologies。

 

We are optimistic about the domestic medical device company that replaces imported from imports，Rudian Medical (00853.HK)、Chuangsheng Holdings (00325.HK) and Weigao (01066.HK)。Long -term growth of the pharmaceutical industry，Where，Opinion medical insurance coverage crowd expansion、The balance of the medical insurance fund is reduced、Government investment increase and other factors，All are the guarantee of the industry's high growth。Medical structure adjustment will eliminate small enterprises，Improve concentration，Favorite listing leader。Especially some R & D and innovative enterprises，In the next few years, it will face a relatively loose policy environment，We maintain the "leading" rating of the industry。