The Belt and Road", the new demand pull of Chinese herbal medicine

Medical network in January 9th, "adhere to the integration of traditional Chinese and Western medicine, inherit and develop the cause of traditional Chinese medicine", play the role of Chinese medicine in building a well-off society and building a "healthy China", which is the major direction of the nineteen major reports for the cause of traditional Chinese medicine. As the material basis of Chinese medicine, Chinese medicine pieces will also usher in a new era with the trend of industrial development.

When the pointer of time is at 2018, we are full of longing for the new year, and we are sentimentally attached to the past 2017. The 2017 policies of the pharmaceutical industry will be released in succession in the next few years in 2018, and the grand blueprint of "healthy China", depicted in the nineteen major reports, needs to be done hand in hand by all parties.

It is expected that in 2018, the Chinese medicine plate, which is closely linked to the "healthy China" and the national great revival, and the diagnosis and treatment service of traditional Chinese medicine will be promoted more clearly at home and abroad. As a support for Chinese medicine and Chinese medicine equipment, it will also usher in a huge market demand. Chinese herbal medicine, especially Chinese herbal medicine, which is the basic material basis of traditional Chinese medicine, has become a big probability event in the mouth of the analyst in the 2018 new wave of market.

Water warm, capital prophet

Authoritative views from pharmaceutical research show that the market is generally optimistic about the overall direction of the pharmaceutical industry going out of the trough since the second half of 2017.

In November 2017, in the twenty-ninth national medical economic information conference, the director of the CFDA South pharmaceutical Economic Research Institute pointed out that, from the data, compared to 2016, the decline of Chinese pharmaceutical industry in 2017 had ceased, and it was recovering and rebounding. In the case of 1~9 months of 2017, the output value of China's pharmaceutical industry reached 25438 billion yuan, increased by 12.2%, and the growth rate was rising steadily. The total output value of China's pharmaceutical industry is expected to reach 35699 billion yuan, up 12.7%, the pharmaceutical industry sales revenue exceeds 23475 billion yuan, the growth rate is 12.3%, and the growth rate is obviously rebounded. At the time of 2017, China's pharmaceutical industry sales revenue reached 33293 billion yuan, an increase of 13% over the same period last year.

At that time, Lin Jianning pointed out that 2018 is the nineteen year after the start, and the intensive introduction of a series of industrial policies has brought great benefits to the pharmaceutical industry. From the macro economy, the global economic recovery, China's economy is better than expected. In the 1~9 month of 2017, the national general public budget income was 134129 billion yuan, a year-on-year increase of 9.7%, and health care and family planning expenditure of 11834 billion yuan, an increase of 14.6%. The increase of fiscal revenue is conducive to the increase of medical and health input. It is predicted that the sales revenue of China's pharmaceutical industry will grow by 16.5% over the same period in 2018.

After the introduction of the reform of the review and approval system to encourage the innovation of medical equipment, the emphasis on drug innovation has been raised to the national strategic level, the corresponding priority review of drugs in the upstream of the industry, and the centralized organization of the consistency evaluation of generic drugs, along with the expansion of the coverage of medical insurance and the improvement of medical treatment. Measures such as raising the level of financing, speeding up grading diagnosis and treatment and construction of grass-roots medical institutions, and promoting the overall planning of traditional Chinese medicine, have brought great kinetic energy for the expansion and upgrading of the Chinese pharmaceutical market. The long view of the pharmaceutical industry in 2018 directly ignited the bull market expectations of capital for the quality sector of the pharmaceutical sector.

In the overall plate of traditional Chinese medicine, Chinese herbal pieces have become fast eyed varieties in recent years. In the twenty-ninth national medical economic information conference, the blue book of the research on the development of Chinese medicine beverage industry was published. In recent years, the market size of Chinese herbal medicine industry was expanding in recent years. In 2016, the sales revenue was 195 billion 640 million yuan, up 12.7%, and the sales revenue was 104 billion 790 million yuan in the first half of 2017, up 21.33 from the same year. %. In 2011-2016 years, the compound growth rate of five years was 18.04%. Although the growth rate of Chinese herbal pieces has decreased year by year in the past five years, there are obvious signs of warming. With the formal introduction of the "traditional Chinese medicine law", as well as a number of policy preferences, such as medical institutions, such as medical institutions, such as medical institutions, no admission to drugs, and the zero difference price, the industry is expected to maintain high speed development during the "13th Five-Year" period.

Specific to some Chinese herbal medicine leading enterprises, it is their rapid development led the rise of the whole plate. For example, Zhongzhi medicine industry, which is listed in Hongkong in 2015, has been developed and obtained 62 kinds of Chinese herbal decoction pieces, which are 32 kinds of Chinese herbal medicine. The independent packaging of Cao Jinghua's broken wall herbs is in line with the current high-end consumption concept, and brand advantage is gradually emerging. According to the statistics of China intelligence company, the combined growth rate of sales revenue in 2012-2016 years is 71%, the increase of income in the first half of 2017 is 67.8%, and the annual performance is expected to go to a new step. Because of the small size of the Chinese medicine industry, its growth has not been fully displayed in 2017, especially in the 2017, but many institutions have expressed the potential for their future value investment.

Of course, there are also large Chinese traditional Chinese medicine listed companies to be optimistic about the rapid increase in the recent heat in the industry. But the authority experts from the regulatory authorities suggest that the Chinese herbal medicine enterprises in China should take into account the opportunity risk of long-term development and the market capacity to bear the formula granules in the pilot production and operation of Chinese traditional Chinese medicine enterprises.