1. The main shares of hospital medical care are: 600763 Tongce Medical, 3000 15 Aier Ophthalmology, 600993 Ma Yinglong, 600 105 Yongding. There are few stocks related to this sector. Aier Ophthalmology and Ma Yinglong are of good quality, but cost-effective. Yongding shares are not the main business, and Tongce Medical, which is in the same plate as Ma Yinglong, is undoubtedly the best bull stock in the future. Whether Tongce Group withdraws or not, its expansibility and the golden signboard of Hangzhou Stomatological Hospital are enough to see its real gold. Next year, Mei Jia Dental will be listed on GEM, and the price comparison effect will push Tongce Medical to a new height!
2. The main pharmaceutical stocks in the Chinese medicine industry are: 600085 Tongrentang, 000538 Yunnan Baiyao, 60077 1 Tibet Pharmaceutical, 600285 Ling Rui, 000423 Dong 'e Ejiao, 000650 Renhe Pharmaceutical, 600422 Kunyao, 000790 Huashen Group, 600557 Kangyuan Pharmaceutical, 600. 600 129 Taiji Group, 600750 Jiang Zhong Pharmaceutical, 600594 Baiyi Pharmaceutical, 600436 Pien Tze Huang, 60078 1 Shanghai Furen, 000989 Jiuzhitang, 002 165438 Angel Pharmaceutical, 0000. Brand names are passed down from generation to generation, and the older the better. Unfortunately, the main business of Jiuzhitang is not outstanding.
3. The main pharmaceutical stocks in the chemical pharmaceutical industry are: 60077 1 Dongsheng Technology, 000597 Northeast Pharmaceutical, 600829 Sanjing Pharmaceutical, 6008 12 Huabei Pharmaceutical, 600488 Tianyao Pharmaceutical, 0020 19 Xinfu Pharmaceutical and 600252 Zhongheng Group. 60052 1 Huahai Pharmaceutical, 600267 Haizheng Pharmaceutical, 600842 Chinese and Western Pharmaceutical, 600666 Southwest Pharmaceutical, 6005 18 Kangmei Pharmaceutical, 000627 Tianmao Group, 000739 Luopu Kangyu, 002099 Xianghai Pharmaceutical, 002004 Huabao Pharmaceutical.
4. The main pharmaceutical stocks in the biomedical industry are: 000790 Huashen Group, 600867 tonghua dongbao, 002252 Shanghai Lai Shi, 002038 Shuanglu Pharmaceutical, 60020 1 Jinyu Group, 002007 Hualan Bio, 600 195 Zhongmu Shares and 600/KLOC. Likatong, a new anticancer drug of Huashen Group, has a broad prospect once it is widely promoted.
5. The main pharmaceutical units in the medical device industry are:
600,055 Wandong Medical, 600,763 Tongce Medical, 600,079 Renfu Technology, 60 1607 Pharmaceuticals, 600,587 xinhua medical, 002,223 Yuyue Medical. Yuyue medical care and medication are good, and there is a lot of room for improvement after Wandong medical reorganization.
6. The main pharmaceutical stocks in the pharmaceutical commercial industry are: 600056 China Pharmaceutical, 60051Sinopharm, 00028 Consistent Pharmaceutical, 60 1607 Shanghai Pharmaceutical.
Medicine is a special kind of consumer goods. In the adjustment of the market, pharmaceutical stocks are one of the defensive investment varieties, but also anti-inflation, with stable growth potential in the future, which deserves attention. The scarlet letter stock is the leader. List of life science concept stocks
1。 Longping Hi-Tech. The company is the largest hybrid rice supply base in China, focusing on rice transgenic research. At present, the market share exceeds 17%, ranking first in the country. The coming of spring ploughing season will increase the demand for seeds. The company's main investment risk lies in the year-on-year decline in performance.
2. Lansheng shares. CITIC Guo Jian Pharmaceutical Co., Ltd. invested by the company focuses on the research of monoclonal antibody technology, which is of great significance in the treatment of major diseases such as tumors. At present, CITIC Guo Jian is developing more than 16 drugs, with outstanding profitability in the later period. The main investment risk of Lansheng shares lies in whether the foreign trade export situation can improve in time.
3.ST Zhongyuan. Concord Stem Cell Genetic Engineering Co., Ltd., which is controlled by the company, has only two stem cell licenses in China, and Tianjin umbilical cord blood hematopoietic stem cell bank under Wang Dong is one of the largest stem cell banks in the world. The company successfully turned losses in 2009 and is expected to take off its hat and pay attention to the risk of high P/E ratio.
4. tonghua dongbao. The company has outstanding technical level in recombinant human insulin, and the rising incidence of diabetes provides a broader market for this product.
5. Chongqing beer. The therapeutic (synthetic peptide) hepatitis B vaccine developed by Chongqing Chenjia Bioengineering Co., Ltd., which is controlled by the company, has made a breakthrough in hepatitis treatment. There are many hepatitis patients in China, which provides a large market base for this product. The investment risk of the company lies in the obvious seasonality of beer sales.
6. Lai Shi, Shanghai. The company's main products include human albumin, intravenous immunoglobulin and other varieties, and it is the main exporter of blood products in China. At present, the investment risk lies in the high valuation level, so we should pay attention to the possibility of submission and distribution every year.
7. Changchun High-tech 8. Yueyang Xingchang 9. Huashen group 10. Listed companies benefiting from the reform of Kunming Pharmaceutical Public Hospital.
First, the pharmaceutical business leader. The reform of public hospitals and centralized bidding and purchasing are beneficial to large pharmaceutical commercial enterprises with terminal network, strong distribution capacity and scale advantages, and the trend of centralized pharmaceutical business will be more obvious. Pharmaceutical business leaders, including Sinopharm Holdings and its subsidiaries, Sinopharm Holdings, Consistent Pharmaceutical and Shanghai Pharmaceutical, are also growing into national pharmaceutical business enterprises, and the acquisition value of Nanjing Pharmaceutical is also worthy of attention.
Second, private chain hospitals. The reform of property right system is not the main direction of this round of medical reform, but in some areas, gradually introducing some private capital to build hospitals will be one of the pilots. Aier ophthalmology: it has the characteristics of strong model reproducibility and high entry threshold. At the same time, it faces the opportunity to upgrade ordinary LASIK surgery to femtosecond laser and expand the medical insurance coverage of cataract surgery. General medical care: the growth mode of purchasing public hospitals is in line with the current direction of public hospital reform. In the future, it will achieve leap-forward growth through acquisition, and the stock price is far below the reasonable price. The medium and long-term value will be close to Aier Ophthalmology.
The third is high-quality generic drugs and generic drug companies. With the gradual cancellation of drug price addition, some foreign original drugs have lost the advantage of bringing profits to doctors, and high-quality generic drugs and generic drug companies will benefit. Hengrui Pharma, Hua En Pharmaceutical, Renfu Technology, East China Medicine.
Four, generic drugs and decoction pieces enterprises with brand advantages. Kangmei Pharmaceutical Co., Ltd.: At present, Chinese medicine is being reformed in major hospitals. With the completion of the leading enterprises, the competition will be launched in a single terminal, and the leading enterprises will improve the industry concentration with the advantages of technology and scale.
5. Low-end medical device enterprises. In order to balance the allocation of medical resources, the state will strengthen the construction of county hospitals and primary medical institutions, and the gradual implementation of the two-way referral system will also transfer some medical needs to the community. The demand for low-end medical equipment, such as X-ray machines and disinfection and sterilization equipment, will be obviously enlarged. Wandong Medical, xinhua medical Yuyue Medical and Wandong Medical: The product upgrading of county hospitals and the construction of primary medical institutions will usher in a period of rapid growth of the X-ray machine market. In addition, the asset integration of Wandong Medical and Shanghai Medical Device Group is expected to be clear, and Shangxie Group is the second largest company in the X-ray machine bidding market. The integration of the two assets will greatly enhance the profitability of Wandong Medical.
Chaoyang enterprises in pharmaceutical stocks subdivide leading stocks
Blood products: Biological products are a kind of special products with biological activity extracted from the blood of healthy people by bioengineering technology or separation and purification technology, and are valuable human-derived biopharmaceuticals. Hualan Biology Shanghai Laishi Tiantan Biology. Vaccine products: China is the largest producer and user of vaccines in the world. There are 43 vaccine production enterprises, which can produce 4/kloc-0 vaccine for preventing 26 infectious diseases, with an annual output exceeding 654.38+0 billion dosage units. Tiantan Biology-China Animal Husbandry Co., Ltd. Jinyu Group Hualan Biology-Liaoning Chengda
Hypertension: Since 1980s, the incidence of hypertension in China has been rising rapidly. There are 200 million hypertensive patients in China, but the awareness rate of hypertension is only 30%, the treatment rate is 25%, and the control rate is 6%. In China, antihypertensive drugs are still the most important drugs to treat cardiovascular diseases. In recent years, the commonly used antihypertensive drugs in domestic hospitals are mainly calcium channel blocker (Horizon), ACE-I (Puli) and angiotensin II inhibitor (Sartan). Huahai Pharmaceutical Modern Pharmacy.
Immunosuppressants: Immunosuppressants are mainly used for organ transplant rejection and autoimmune diseases, such as rheumatoid arthritis, lupus erythematosus, dermatomycosis, membranous glomerulonephritis, inflammatory bowel disease and autoimmune hemolytic anemia. In recent ten years, organ transplantation in China has developed rapidly, ranking first in Asia. Organ transplantation is called one of the three major advances in human medicine in the 20th century. East China Pharmaceutical North China Pharmaceutical Livzon Group. Chinese herbal pieces: one of the three pillars of Chinese traditional medicine industry in China, it is a traditional weapon necessary for TCM syndrome differentiation and treatment in clinic, and also an important raw material for Chinese patent medicine. Its unique processing theory and method all reflect the profound wisdom of China's ancient medicine. With the continuous improvement and maturity of the processing theory of Chinese herbal pieces, Chinese herbal pieces have become an important means of clinical disease prevention and treatment in traditional Chinese medicine. Kangmei Pharmacy Tongrentang Kangbeien guilin sanjin
Cardiovascular and cerebrovascular drugs: it is the largest class of drugs in the world, accounting for about 20% of the total drug scale; Cardiovascular and cerebrovascular drugs belong to the second largest category in China, accounting for about 15% of the total drug sales in China. At the same time, the incidence of cardiovascular diseases among the elderly in China is as high as 30%, and cardiovascular and cerebrovascular diseases are the first cause of death, far higher than other diseases. Shuanghe pharmacy Tasly
Diagnostic reagents: There are three types of diagnostic reagents in the domestic market: medical reagents, veterinary reagents and scientific research reagents. Among them, medical diagnostic kits have the fastest development, the most varieties, the largest consumption and the fiercest competition among manufacturers. In recent years, China's economic growth rate continues to rank first in the world. Coupled with its huge population base, the consumer market demand for medical diagnostic reagents is increasing, which has become the focus of public attention. Fosun Pharma Daan Gene Ke Hua Biology Hualan Biology.
Drug circulation: At present, China's pharmaceutical market is in a period of rapid growth. Under the background of the new medical reform, the government has increased health investment, the coverage of medical insurance has been expanding, and many factors such as economic growth and aging population have driven the rapid growth of the pharmaceutical economy. It is conservatively estimated that by 2020, the scale of China pharmaceutical market is expected to reach more than three times that of 2007. As a necessary link for drugs to reach hospitals, pharmacies and other sales terminals from production enterprises, the drug circulation industry is a direct beneficiary of the expansion of the drug market. Sinopharm Holding East China Medicine Nanjing Medicine Shanghai Medicine Tongjunge No.1 Medicine Yi Tong Pharmacy
List of stem cells and anti-AIDS concept stocks
Stem cells are primitive cells with self-repair ability and multi-directional differentiation potential in animal embryos and some organs. Stem cells are ideal seed cells for reconstructing and repairing damaged tissues, aging tissues and organ functions. Stem cell technology refers to bioengineering technology related to stem cells, including all technical research needed for stem cell production and induced evolution. Embryonic stem cell technology is a promising research and application field in stem cell technology. Through embryonic stem cell technology, it is theoretically possible to find innovative treatments to overcome various collective ills of human beings.
At present, domestic listed companies involved in the research and application of stem cell technology are:
ST Zhongyuan (600645), a 57% subsidiary of 1. Co., Ltd., is currently engaged in cord blood storage business (for the treatment of leukemia). Concord stem cells have one of the largest banks of umbilical cord blood hematopoietic stem cells in the world and are the only stem cell industrialization base in China. An Deyu, the major shareholder of the company, plans to integrate resources, highlight its main business, and make the biomedical industry and stem cell industry bigger and stronger.
2. Friendship Group (600778), the Shen You Biotechnology jointly invested by the company and the National Southern Research Center of Human Genome (holding 56.7% of the shares), participated in the research on "Establishment of heterozygous model of mouse embryonic stem cells with osteoprotegerin gene", and completed primer synthesis and gene sequencing.
3. Fosun Pharma (600 196), the company invested to establish a biotherapy research center, which mainly studies stem cell transplantation technology, stem cell bank and biotherapy technology.
4.ST Jiufa (600 180), the human granulocyte colony stimulating factor rhG-CSF produced by its holding subsidiary Granback Biopharmaceutical, is a specific drug for treating tumor and cancer, which can be used in peripheral blood stem cell transplantation, bone marrow transplantation and other medical fields.
5. Tetracyclic Organism (0005 18), a holding subsidiary of the company, Shenzhou Cell Engineering has mastered the international advanced large-scale and efficient animal cell culture technology.
Note 1. Hematopoietic stem cell transplantation is the most widely used field of stem cells in China. Umbilical cord blood contains a large number of immature hematopoietic stem cells, which can replace bone marrow and peripheral blood stem cell transplantation, and has been successfully used to treat leukemia, lymphoma, myelodysplastic syndrome, aplastic anemia, hemoglobin disease, metabolic storage disease and immunodeficiency disease.
Changchun High-tech (00066 1) AIDS vaccine concept, cooperated with American Vital Company, Jilin University and other five units to develop and produce AIDS vaccine projects. The State Administration of Pharmaceutical Products has officially approved the holding subsidiary Changchun Baike Pharmaceutical Co., Ltd. (accounting for 60% of the company's shares) to enter the Phase I clinical research.
Jiang Zhong Group, the largest controlling shareholder of Jiang Zhong Pharmaceutical (600750) Company, is a comprehensive state-owned pharmaceutical enterprise group jointly funded by Jiangxi College of Traditional Chinese Medicine and Jiangxi Pharmaceutical State-owned Company. The company was established on June 26th, 1998, with a registered capital of 200 million yuan. A new anti-AIDS drug, dicaffeoyl quinic acid (IBE-5), invested by Jiangxi Jiang Zhong Pharmaceutical (Group) Co., Ltd. and jointly developed by China Academy of Military Medical Sciences, has been officially approved by the US Food and Drug Administration to enter the human clinical trial stage. This means that China has made a new breakthrough in the research of new anti-AIDS drugs.
Shanghai Disno Biopharmaceutical Company, controlled by Zhangjiang Hi-Tech (600895), has developed a new anti-AIDS imitation drug "deoxyinosine" and its powder, and has obtained the new drug certificate and production approval. On September 1 day, 2003, Dicinno officially launched an anti-AIDS drug, Ketu, with zidovudine as its component, at a cost of only 5% to 7% of that of imported drugs, and has started mass production. In addition, desino has another anti-AIDS drug-nevirapine, which has entered the acceptance stage in the State Administration of Pharmaceutical Products and is also the most basic anti-AIDS drug.