中泰证券称，三季度由于行业外部因素扰动，院内产品的销售放量受到一定影响，但中药板块景气向上的趋势并未改变。当前中药板块估值具备较高的配置性价比。Traditional Chinese medicine concept stocks generally rose today. As of press release, Kangchen Pharmaceutical (01681) rose 3.67% to HK$4.8; Tong Ren Tang Sinopharm (03613) rose 3.39% to HK$12.82; Baiyunshan (00874) rose 2.9% to HK$21.3; and Chinese Traditional Chinese Medicine (00570) rose 1.37% to HK$3.69.
The Zhitong Finance App learned that traditional Chinese medicine concept stocks were generally rising today. As of press release, Kangchen Pharmaceutical (01681) rose 3.67% to HK$4.8; Tong Ren Tang Sinopharm (03613) rose 3.39% to HK$12.82; Baiyunshan (00874) rose 2.9% to HK$21.3; and Chinese Traditional Chinese Medicine (00570) rose 1.37% to HK$3.69.
According to news, recently, the 2023 China Pharmaceutical Industry Development Conference was held. Wang Zhiyong, deputy director of the State Administration of Traditional Chinese Medicine, said that the next step is to further strengthen policy supply, increase protection, maintain the safety of traditional Chinese medicine development, effectively transform the resource advantages of traditional Chinese medicine into industrial advantages and competitive advantages, and add color to the high-quality development of the pharmaceutical industry through the iterative opening of the traditional Chinese medicine industry.
Zhongtai Securities said that in the third quarter, due to external factors in the industry, sales volume of in-hospital products was affected to a certain extent, but the upward trend in the Chinese medicine sector did not change. The current valuation of the Chinese medicine sector has a high cost performance ratio of configurations.
