Last week, the pharmaceutical bio-sector rose by 0.80%, ranking 22nd out of 28 industries and outperforming CSI 300 by about 0.60pp. In addition to the pharmaceutical business sub-sector, other sub-sectors rose, pharmaceutical business fell 0.50%; medical services rose the most, reaching 1.46%. The overall valuation of the pharmaceutical sector was 43 times, of which the medical services sector was valued at up to 82 times and the Chinese medicine sector was valued at least 30 times.
Highlights of this week: 1) Five ministries and commissions jointly issued the “Guiding Opinions on Accelerating the Development of Financial Support for the Aged Care Service Industryâ€; 2) The CFDA official website issued the “Announcement on Cancellation of the Relevant Issues Concerning the Certification of Quality Management of Chinese Herbal Medicine Productionâ€; 3) Six ministries Co-published "National E-Commerce Logistics Development Special Plan (2016-2020)"; 4) Food and Drug Administration: Investigate 9 drug wholesale enterprises involved in Shandong "vaccine" case.
This week's opinion: Maintain the industry's "recommended" rating, the vitamin price increase logic remains unchanged, continue to be optimistic about VA and VD3 price increases, pay attention to VC price increases, focus on oversold, high flexibility.
Zhejiang Pharmaceuticals stopped signing new orders, last week to keep up with VA offer to 300 yuan / kg, Jin Dawei keep up with VA offer to 320 yuan / kg, Xinhecheng strictly limited signing, foreign manufacturers BASF stop quotation, with tacit control The goods are valid, the market supply is less, the terminal is in the state of digesting inventory, and VA has further rising expectations. VD3 market is in short supply, and manufacturers continue to control the goods, with further expectations. VA, VD3 and VB2 related indicators are continuously recommended: Xinhecheng (VA+VD3), Garden Bio (VD3), Jindawei (VA+VD3), Zhejiang Medicine (VA+VD3) and Guangji Pharmaceutical (VB2).
VC price increase has the expected difference, pay attention to VC price increase and related targets: Under the premise of the Northeast pharmaceutical market recovery, it is recommended to focus on the development prospects with good development prospects and high flexibility. After a period of callback, some small market capitalization targets have fallen to Has investment value. Recommended related targets: Xinhuajin, good home, Bangjie shares, Xinghe biological.
This week, we recommend stocks and logic:
Xinhecheng (VA+VD3), Garden Bio (VD3), Jindawei (VA+VD3), Zhejiang Medicine (VA+VD3) and Guangji Pharmaceutical (VB2).
Xinhuajin: the potential of the old-age industry chain layout + Libaijian fat stem cell medical equipment sales promotion smooth; good head: the main performance performance inflection point (60% + growth rate), expand the medical beauty industry; Bangjie shares: M&A projects Landing can be expected, optimistic about the company's transformation of medical health; Xinghe Bio: Masip has completed 15 commitments, 16 years of commitment to achieve high probability events, the company has extended M&A expectations.
Northeast Pharmaceutical: The company's VC production capacity is about 25,000 tons, and the total output in 2015 is expected to be 19,000 tons. In 2015, the average price of VC ex-factory price was about 26 yuan/kg, and the VC rose by 5 yuan/kg. The production and sales volume was 19,000 tons. It is expected to increase the net profit by about 0.6 billion yuan.
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