该行继续重点推荐先声药业(02096)、和黄医药(00013)、云顶新耀(01952)、康诺亚-B(02162)及康方生物(09926)等短期催化剂丰富、盈利高增长或盈亏平衡时间点明确、估值有较大修复弹性的创新药标的，同时建议关注消费属性较强的民营医疗服务和医美标的，以及市值与基本面偏离较大的中小型创新药企，流动性改善后的反弹弹性将十分可观。According to the “Notice on Organizing Pharmaceutical Institutions to Report Demand for the Tenth Batch of Centralized Procurement of National Organization Drugs”, the tenth batch of drugs has a total of 263 specifications, involving 62 varieties, and is scheduled to be reported on October 18-28. Each province will complete the reporting review by November 1 and submit it to the National Joint Procurement Office.
The Zhitong Finance App learned that BOC International published a report stating that it gave the mainland pharmaceutical industry a “leading” rating. According to reports, the tenth batch of national drug procurement catalogues was recently released. The “Notice on Organizing Pharmaceutical Institutions to Report the Demand for the Tenth Batch of Centralized Drug Procurement Varieties” shows that the tenth batch of national drug procurement has a total of 263 specifications, involving 62 varieties, and is scheduled to be reported on October 18-28. Each province will complete the reporting review and submit it to the National Joint Procurement Office by November 1.
The bank said that the tenth batch of national drug procurement reports shows that the entry threshold for this round of national procurement is the highest in history, and injections account for the highest in history. It is expected that competition will be extremely intense, but for most prescription pharmaceutical companies, there are few large varieties involved, and the impact may be limited. The bank's recommendations are based on the final variety list. Recently, the pharmaceutical sector has fluctuated sharply due to fluctuations in market investment sentiment, but considering that the previous sector's valuation was at a historical bottom, the bank believes there is still room for further restoration.
The bank continues to focus on recommending innovative drug brands that are rich in short-term catalysts such as Xiansheng Pharmaceutical (02096), Hehuang Pharmaceutical (00013), Genting Xinyao (01952), Connoa-B (02162), and Kangfang Biotech (09926), which are rich in short-term catalysts, have high profit growth or break-even time points, and are highly resilient in valuation. At the same time, it is recommended to focus on private medical services and medical and aesthetic brands with strong consumer attributes, as well as small and medium-sized innovative pharmaceutical companies that deviate greatly from market value and fundamentals.
