The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
Review of the A-share consecutive board leaders in 2024: Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics both achieved 14 consecutive boards, ranking first. Daqian Ecology & Environment Group and three other stocks followed closely with 1
① The 2024 A-share market has officially closed, with a number of stocks experiencing consecutive gains, among which Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics had the most days of consecutive price increases at 14; ② Attached is the ranking of the number of consecutive price increases of A-share listed companies in 2024 (attached table).
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
beijing tongrentang channel research: the high-end series has started to layout, there are still "gaps" in the out-of-hospital channels, and mergers and acquisitions have taken root in the in-hospital market | company research
① This Friday, the chairman of beijing tongrentang, Di Shubing, officially assumes the role of general manager of beijing tongrentang Group. ② The high-end imperial medicine series is primarily sold in beijing tongrentang pharmacies and remains hard to find in some city chain pharmacies. The company stated that the overall sales situation is in line with expectations. ③ beijing tongrentang Commercial Company acquired 51% of Honghui Medical for 0.105 billion, exploring the medical market, but there are still gaps in the outpatient medium and large chain market.