Zhitong Finance learned that in June, 5438+065438+ 10/4, the concept stocks of traditional Chinese medicine and COVID-19 medicine continued to rise. At the close, Guangshengtang (300436. SZ) rose by 20%, Xiangxue Pharmaceutical (300 147. SZ) closed up nearly 18%. In the news, the high incidence of influenza in winter is also the peak season for Chinese medicine sales, and there is a risk that influenza and COVID-19 will overlap this winter and next spring. The optimization of epidemic prevention and control policies is conducive to the recovery of routine medical needs and consumer medical needs. Re-Anning and follow-up treatment in COVID-19 have become hot spots in the market. According to Guo Jin Securities, it is suggested to pay attention to four directions: the valuation restoration of leading pharmaceutical companies, the continuous progress of innovative biotechnology research and development, the opportunity for enterprises with the bottom valuation to reverse, and proprietary Chinese medicines (especially innovative Chinese medicine drugs).

It is reported that Reyanning mixture is a multi-component, multi-target and multi-channel traditional Chinese medicine preparation, which has anti-inflammatory and antiviral effects and is widely used in the treatment of respiratory tract infections and pneumonia. Fang Bangjiang, a professor at Shanghai University of Traditional Chinese Medicine, wrote in the internationally renowned medical journal Plant Medicine (impact factor 6.656) that the therapeutic effect of Reyanning mixture combined with standardized treatment on asymptomatic or mildly infected patients in COVID-19: A prospective, open and randomized controlled trial confirmed that Reyanning mixture could promote the nucleic acid negative conversion of asymptomatic and mildly infected patients of Omicron on the basis of standardized treatment, which provided a new clinical effect for the treatment of COVID-19 with traditional Chinese medicine.

In terms of policy, recently, the State Administration of Pharmaceutical Products organized and drafted the Special Provisions on the Administration of Registration of Traditional Chinese Medicine (Draft for Comment). With the deepening of the reform of the examination and approval mechanism of traditional Chinese medicine, the State Administration of Pharmaceutical Products has further organized research, investigation, demonstration, comprehensive revision and improvement on the basis of preliminary work, and now it is open to the public for comments again.

In addition, the National Health Commission launched a special activity to promote the health of Chinese medicine last month. According to the implementation plan, by 2025, the proportion of tertiary and secondary maternal and child health centers providing traditional Chinese medicine services will reach 90% and 70% respectively; In public health services, the health management rate of traditional Chinese medicine for children should reach 85%, and the health management rate of traditional Chinese medicine for the elderly aged 65 and over should reach 75%.

According to the data of Ai Media Consulting, the market of traditional Chinese medicine formula granules has maintained a rapid upward trend in the past five years. In 20021year, the market scale reached 34.6 billion yuan, a year-on-year increase of 35.5%. In terms of permeability, 202 1, the proportion of Chinese herbal formula granules in Chinese herbal pieces reached 16.82%, setting a new high in recent years.

COVID-19 Pharmaceutical,165438+1October 14. According to Cailian News Agency, Zhejiang Province officially started the immunization work of inhaled recombinant COVID-19 vaccine (adenovirus type 5 vector), and the first batch of "inhaled COVID-19 vaccine" was carried out in Hangzhou. Previously, Kang Xinuo (688 185. SH) announced that the recombinant inhaled novel coronavirus vaccine (adenovirus type 5) developed by the company has obtained Moroccan emergency use license. Zhongsheng pharmaceutical (