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TRAD CHI MED: Annual Report 2024
The trial for importing beef gallbladder has been opened, causing a significant drop in the prices of the most expensive Traditional Chinese Medicine materials.
① The National Medical Products Administration and the General Administration of Customs recently jointly announced a trial for beef bile from specific countries that meet standards for production in Chinese Patent Medicine. ② The price of natural beef bile (gall bile) has dropped from a peak of 1.8 million yuan per kilogram to 1.4 million to -1.45 million yuan per kilogram.
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.
Sinolink: Innovative Drugs will be the main growth line in the Pharmaceutical Sector, bringing investment opportunities for left-side sector stocks after the Q1 report.
The reversal of market conditions and improvement in performance after the quarterly report will also bring investment opportunities in individual stocks in sectors such as chain pharmacies, Medical Devices, CXO, generic drugs, Traditional Chinese Medicine, and Medical Services, and it is recommended to increase investment.
Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.
At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.
New Lotus is sprinting towards an IPO, with the second highest market share in the Traditional Chinese Medicine herbal slice Industry, while the gross margin is declining year by year.
Recently, the Global stock market has been experiencing significant turbulence, while the Traditional Chinese Medicine Industry, due to its self-circulation attributes, has been relatively less affected by this round of shocks. At the same time, a Traditional Chinese Medicine decoction company is pushing for an IPO on the Hong Kong stock market. According to Gelonghui's new stock report, on April 3rd, SiChuan Xinhehua Traditional Chinese Medicine Decoction Co., Ltd. (referred to as "Xinhehua") submitted its prospectus to the Hong Kong Stock Exchange, with GF SEC (Hong Kong) and Agricultural Bank of China International serving as joint sponsors. Prior to this, Xinhehua has made several attempts to enter the Capital Markets. In March 2011, Xinhehua submitted a listing application to the GEM of the Shenzhen Stock Exchange; however, considering various factors (including the then Business and
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