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, 00650 Renhe Pharmaceutical, 600422 Kunyao, 00790 Huashen Group, 600557 Kangyuan Pharmaceutical, 60007. 600 129 Taiji Group, 600750 Jiang Zhong Pharmaceutical, 600594 Baiyi Pharmaceutical, 600436 Pien Tze Huang, 60078 1 Shanghai Furen, 00989 Jiuzhitang, 002 165438 Angel Pharmaceutical, 00968. Unfortunately, Jiuzhitang's main business is not outstanding.
3. The main pharmaceutical stocks in the chemical and 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. 600267 Haizheng Pharmaceutical, 600842 Chinese and Western Pharmaceutical, 600666 Southwest Pharmaceutical, 6005 18 Kangmei Pharmaceutical, 00627 Tianmao Group, 00739 Pukangyu, 002099 Xianghai Pharmaceutical, 002004 Winbond Pharmaceutical, 00200 1 Xinhe, 0000.
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. Riccati, the original cancer treatment drug of Shenhua Group, will be promising once it is widely promoted.
5. The main pharmaceutical units in the medical device industry are:
600055 Dongdong Medical, 600763 Tongce Medical, 600079 Renfu Technology, 60 1607 Shanghai Medical, 600587 xinhua medical, 00223 Yuyue Medical. Both Yuyue Medical and Shanghai Medical are good, and there is still much room for improvement after the reorganization of Wandong Medical.
6. The main pharmaceutical stocks in the pharmaceutical business industry are: 600056 China Pharmaceutical, 60051Sinopharm, 00028 Yitong Pharmaceutical, 60 1607 Shanghai Pharmaceutical.
Medicine is a special kind of consumer goods. In the process of market adjustment, pharmaceutical stocks are one of the defensive investment varieties and also anti-inflation. Pharmaceutical stocks with stable growth potential in the future deserve attention. The scarlet letter stock is the leader. List of life science concept stocks
1。 Long Gaoke. The company is the largest hybrid rice supply base in China, focusing on transgenic rice research. At present, the market share exceeds 17%, ranking first in China. 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 export situation can improve in time.
3. The source of Saint Sheikh Stem Cell Genetic Engineering Co., Ltd., which is controlled by the company, is only two stem cell licenses in China, and the Tianjin Umbilical Cord Blood Hematopoietic Stem Cell Bank under Dong Wang is one of the largest stem cell banks in the world. In 2009, the company successfully turned losses, which is expected to show a peak market, and pay attention to the risk of high P/E ratio.
4. tonghua dongbao. The company's recombinant human insulin technology is outstanding, and the increase of diabetes incidence 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 pay attention to the possibility of annual submission.
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 become more obvious. Leading pharmaceutical companies, including Sinopharm Holdings and its subsidiaries, Sinopharm Holdings, Yitong Pharmaceutical and Shanghai Pharmaceutical, are also growing into national pharmaceutical commercial enterprises, and the acquisition value of Nanyao is also worthy of attention.
Second, private chain hospitals. Property right reform 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 practice: the growth mode through the acquisition of 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 will be far below the reasonable price. The medium and long-term value will be close to Aier Ophthalmology.
Three. High quality generic drugs and generic drug companies. With the gradual cancellation of drug price increase, 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 Medicine, Renfu Science and Technology, East China Medicine.
Four. Generic drugs and decoction pieces enterprises with brand advantages. Kangmei Pharmaceutical Co., Ltd.: At present, all major hospitals are carrying out the reform of traditional Chinese medicine. With the completion of the competition among leading enterprises, the competition will be launched in a single terminal, and leading enterprises will improve the industry concentration by virtue of their technology and scale advantages.
Verb (abbreviation of verb) 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 significantly enlarged. Wandong Medical, xinhua medical and Yuyue Medical, Wandong Medical: The upgrading of county hospitals and the construction of primary medical institutions will make the X-ray machine market enter a period of rapid growth. 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 after Wandong Medical. The integration of the two assets will greatly enhance the profitability of Wandong Medical.
Leading shares of sunrise enterprises in pharmaceutical industry.
Blood products: It belongs to biological products, and it is a kind of special products with biological activity, which is made from healthy people's blood by bioengineering technology or separation and purification technology. They are valuable biological drugs of human origin. Hualan Biology Shanghai Laishi Tiantan Biology. Products: China is the largest producer and user of vaccine products in the world, with 43 vaccine manufacturers, which can produce 4 1 vaccine for preventing 26 infectious diseases, with an annual output of over 654,380+0 billion dosage units. Biological Tiantan Zhongmu shares Jinyu Group Hualan Biological Liaoning Chengda.
Hypertension: Since 1980s, the incidence of hypertension in China has been rising sharply. 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-_ _ (Puli) and angiotensin-enzyme-_ _ _ inhibitor (Sartan). Hai 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 considered as one of the three major advances in human medicine in the 20th century. East China North China Pharmaceutical Livzon Group. Chinese herbal pieces: one of the three pillars of Chinese traditional medicine industry, it is an indispensable traditional weapon for clinical diagnosis and treatment of Chinese medicine, 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 prevention and treatment of Chinese medicine. Kangmei Pharmacy Tongrentang Kangbeien guilin sanjin
Cardiovascular and cerebrovascular drugs: the largest class of drugs in the world, accounting for about 20% of the total drugs; Cardiovascular and cerebrovascular drugs are the second largest category of drugs in China, accounting for about 15% of the total drug sales in China. At the same time, the incidence of cardiovascular and cerebrovascular 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. Shuang 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, and with a huge population base, the demand for medical diagnostic reagents is increasing, which has become the focus of public attention. Fosun 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 medical and health investment, the coverage of medical insurance has been expanding, and many factors such as economic growth and aging population have promoted the rapid growth of medical economy. It is conservatively estimated that by 2020, the scale of China pharmaceutical market is expected to be more than three times that of 2007. As a necessary link from pharmaceutical production enterprises to sales terminals such as hospitals and pharmacies, the circulation industry is a direct beneficiary of the expansion of the pharmaceutical market. Sinopharm Holding East China Medicine Nanjing Medicine Shanghai Medicine Tongjunge First Medicine Yitong 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. In stem cell technology, embryonic stem cell technology is a promising research and application field. Through embryonic stem cell technology, we can theoretically find innovative treatments to overcome various collective ills of human beings.
At present, China's listed companies engaged in stem cell technology research and application are:
1. ST Zhongyuan (600645), a 57% subsidiary of the company, is currently engaged in cord blood storage business (for the treatment of leukemia). Sheikh Stem Cells owns Tianjin umbilical cord blood hematopoietic stem cell bank, which is one of the largest hematopoietic stem cell banks in the world and 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), Shen You Biotechnology (holding 56.7%) jointly invested by the company and the National Southern Research Center of Human Genome, participated in the research on "Establishment of heterozygous mouse embryonic stem cell model with osteoprotegerin gene removed", and completed primer synthesis and gene sequencing.
3. Fosun Pharma (600 196), the company invested to set up a biotherapy research center, which mainly studied stem cell transplantation technology, stem cell bank and biotherapy technology.
4.4 Human granulocyte colony-stimulating factor rhG-CSF produced by Granback Biopharmaceutical, a holding subsidiary. ST Jiufa (600 180) 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. The company's subsidiary, Shenzhou Cell Engineering Tetracyclic Biology (0005 18), has internationally advanced large-scale and efficient animal cell culture technology.
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. It has been successfully used to treat leukemia, lymphoma, myelodysplastic syndrome, aplastic anemia, hemoglobinopathy, metabolic storage disease and immune deficiency.
Changchun Gaoxin (00066 1) AIDS vaccine concept, cooperated with American Vital Company, Jilin University and other five units to develop and produce AIDS vaccine projects. The US Food and Drug Administration has officially approved Changchun Baike Pharmaceutical Co., Ltd. (accounting for 60% of the company's shares) to enter the first phase of 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 Dexinnuo Biopharmaceutical Company, controlled by Zhangjiang Hi-Tech (600895), has developed the anti-AIDS generic drug "deoxyinosine" and its powder, and obtained the new drug certificate and production approval. On September 1 day, 2003, the anti-AIDS drug Kedu, which is composed of zidovudine, was officially listed. The cost is only 5% to 7% of imported drugs, and mass production has begun. In addition, dicyandiamide has another anti-AIDS drug-Nevirapine, which has entered the acceptance stage of the US Food and Drug Administration and is also the most basic anti-AIDS drug.