Core logic:The State Council encourages the development of traditional Chinese medicine characteristics, Strong

The”Policies and Measures” of the State Council emphasized the following five aspects:

1. Cultivate Chinese medicine talents and infuse the source of living water

2. The launch of new Chinese medicines is expected to speed up

3. Chinese medicine decoction pieces are expected Supported by medical insurance and included in the scope of protected varieties

4. Strengthen financing channel support and encourage Chinese medicine companies to go public

5 , Explore medical insurance payment methods that meet the characteristics of Chinese medicine, and help implement the strategy of equal emphasis on Chinese and Western medicine

From a comprehensive point of view, on the basis of following the law of development of traditional Chinese medicine, solve the existing problems of traditional Chinese medicine, give better play to the characteristics and comparative advantages of traditional Chinese medicine, and promote the mutual complementation of traditional Chinese medicine and Western medicine. ,Coordinated development.

1. Yiling Pharmaceutical,

Logic:Cardiovascular products have increased significantly year-on-year, Lianhua Qingwen continues to increase in volume, and the company has strong R&D capabilities

Shijiazhuang Yiling Pharmaceutical Co., Ltd. is an enterprise mainly dedicated in the research and development, production and sales of Chinese patent medicines. The company has GMP -gid=”20498717″ qid=”6539139043035206926″>Capsules, tablets, granules, injectionProduction line. And the chemical drug preparation workshop that has passed EU certification.

The epidemic drove the demand for Lianhua to clear the plague, The company Explosive growth in performanceDue to the direct demand from the epidemic and the increase in product awareness, Lianhua Qingwen has greatly increased its volume,The company’s 2020 quarters Revenue maintained rapid growth. Company 2020Respiratory system drugs accounted for nearly half of the company’s revenue, which surpassed the first major cardiovascular drugs in previous years.

The company has R&D advantages, The pipeline of products under research is enriched. The company has established a new drug research and development technology system guided by the innovation of TCM collateral disease theory, with Compound Chinese medicine, component Chinese medicine, monomer Chinese medicine research and development of various new Chinese medicines and chemical drug generic drugs research and development capabilities, The technical achievements are in a leading position in the domestic industry.

Grapefruit believes that the new crown epidemic has promoted the opening of sales space for Lianhua Qingwen, and sales upgrades and release of production capacity promote the continuous growth of the company’s product line . The company’s valuation still has room for improvement, which will reflect stronger innovation and growth.

Second, Pien Tze Huang

Logic:National treasures and famous medicines go to the whole country, with one core and two wings spreading out.

Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. is a company mainly engaged in lozenges, tablets, granules, etc.A company that produces and sells medicine products and tourism products. The company’s exclusive production of traditional valuable Zhongcheng Pill Zihuang, which originated in the palace, flourished in temples, and spread among the people Developed in the contemporary era, it has formed an excellent reputation due to its unique and magical curative effect, has been praised as”National Treasure Famous Medicine” by Chinese medicine circles at home and abroad.

In 2020, the company will be in ” One core and two wings”big health industrial development strategy Under the guidance, focus on the advantageous varieties with Pien Tze Huang as the core, and steadily promote the two-wing development of cosmetics, daily chemical products, health products, and health foods.

The company is a leading Chinese medicine company for liver diseases, with Three core highlights:1) The company has a strong brand advantage, 19 price increases have not reached the ceiling, and sufficient reserves of scarce raw materials have ensured the expansion of national channels. 2) The liver disease drug market is nearly 100 billion, and the health care product market is nearly 200 billion. Pien Tze Huang, as a scarce high-end liver protection drug, corresponds to a potential market of over 25 billion. 3) In the long run, brand extension will expand the product line of traditional and precious Chinese medicines, and the daily chemical segment will be split and listed to open up diversified growth space. The compound growth rate of net profit attributable to the parent in 2020-2022 is expected to be 34.4%.

Grapefruit believes that Pien Tze Huang possesses a natural moat and has broad long-term development space, and the price of its products is maintained with increasing purchasing power and rising costs. Value-added attributes, in addition “One core and two wings” big health industry development strategy is also in line with the current investment logic.

Three , Yunnan Baiyao

Logic:The leading consumer position is stable and diversified Broaden the field

Yunnan Baiyao Group Co., Ltd. is a company mainly engaged in chemical raw materials, chemical drug preparations, Chinese patent medicines, Chinese herbal medicine, Biological products and other companies. The company is one of the well-known Chinese patent medicine manufacturers in my country, one of the large-scale industrial and commercial pharmaceutical enterprises in Yunnan, and one of the top 50 Chinese patent medicines.

The leading position of FMCG brands Stable, the market share of toothpaste continues to increase. As of the end of 2020, the daily chemical sector’s revenue accounted for 16.45%of the company’s revenue, and the net profit attributable to the parent accounted for 34.34%of the company’s total. The market share of Yunnan Baiyao toothpaste continues to rank first in the country, with a market share of 22.2%by the end of 2020, and the market share The rate is further improved.

Continue to diversify and develop in the fields of equipment and medical beauty. The company acquired 70%equity of Jinjianqiao, an orthopedic device company, through capital increase and part of the equity transfer, and integrated its orthopedic device business. In the future, the company plans to continue to make breakthroughs in AI skin testing, plant-based safe skin care, and precise solutions, and explore the growth poles in the field of medical beauty.

Grapefruit believes that the company has adopted the Expand market segments, successfully build four business segments including medicines, health daily chemical products, Chinese medicine resource products, and pharmaceutical commerce, and continue to develop products on this basis Innovation, continues to inject new growth momentum into the company.


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