Anti- epidemic Chinese medicine has been internationally recognized
Recently, the World Health Organization website released the "WHO Expert Evaluation Meeting on the Treatment of New Coronary Pneumonia with Traditional Chinese Medicine", which clearly affirmed the safety and effectiveness of traditional Chinese medicine in the treatment of new coronary pneumonia, and encouraged WHO member states to consider the Chinese integrated traditional Chinese and Western medicine model ( Integrative Medicine Model).
Externally, traditional Chinese medicine has gained more and more international recognition for anti-epidemic; internally, traditional Chinese medicine is deeply involved in the whole process of epidemic prevention and control.
It is not only that the anti-epidemic has come in handy, the recently released "14th Five-Year Plan for the Development of Traditional Chinese Medicine" also shows that my country is comprehensively promoting the revitalization and development of traditional Chinese medicine.
Correspondingly, the current market in the traditional Chinese medicine sector is soaring, and institutions believe that there may still be investment opportunities this year under the premise of industry expansion.
On April 11, many stocks in the traditional Chinese medicine sector, such as China Resources Shuanghe and Dali Pharmaceutical, had their daily limit.
Text / Table Guangzhou Daily All Media Reporter Tu Duanyu
Photo / Li Bo, all media reporter of Guangzhou Daily
WHO recognizes the efficacy of traditional Chinese medicine in the treatment of new coronary pneumonia
The relevant person in charge of the State Administration of Traditional Chinese Medicine stated that the "World Health Organization Expert Evaluation Meeting on Chinese Medicine Treatment of New Coronary Pneumonia" gives an objective and fair evaluation of the prevention and treatment practice and "Chinese plan" of Chinese traditional Chinese medicine in fighting against new coronary pneumonia. Promote better and more in-depth participation of world traditional medicine, including traditional Chinese medicine, in the prevention and control of the global COVID-19 epidemic.
In the eyes of industry insiders, the WHO's recognition is conducive to accelerating the globalization of traditional Chinese medicine.
In recent years, policy plans such as the Outline of the Strategic Plan for the Development of Traditional Chinese Medicine (2016-2030) have clearly stated that the foreign exchange and cooperation of traditional Chinese medicine will be strengthened and the international trade of traditional Chinese medicine will be expanded. The country still needs to be further recognized, and the popularity overseas also needs to continue to improve, and the WHO's recognition may help accelerate the internationalization of traditional Chinese medicine.
Chinese medicine is deeply involved in epidemic prevention and control throughout the process
According to the State Administration of Traditional Chinese Medicine, from responding to sudden outbreaks to normalizing epidemic prevention and control, China has continuously revised and improved its traditional Chinese medicine diagnosis and treatment plan.
The newly released "New Coronary Virus Pneumonia Diagnosis and Treatment Program (Trial Version 9)" shows that the "three medicines and three prescriptions" and other prescriptions are still effective for the treatment of asymptomatic infections and confirmed patients with the new coronavirus pneumonia of the Omicron variant strain.
Previously, the State Administration of Traditional Chinese Medicine adhered to the integration of traditional Chinese and Western medicine, promoted the early intervention of traditional Chinese medicine, and participated in the whole process of epidemic prevention and control, and promoted the integration of clinical research on prevention, control and treatment, and screened out effective prescriptions represented by "three medicines and three prescriptions" and excavated them. By analyzing the evidence of its efficacy and scientifically explaining the efficacy and mechanism of Chinese medicine, good results have been achieved in the defense of Hubei, the defense of Wuhan and the response to local clustered epidemics.
"In the prevention and treatment of major epidemics and medical treatment of public emergencies, traditional Chinese medicine has always played a special and important role." The relevant person in charge of the State Administration of Traditional Chinese Medicine said that the State Administration of Traditional Chinese Medicine will continue to optimize the traditional Chinese medicine diagnosis and treatment plan for new coronary pneumonia, and scientifically explain The mechanism of action of traditional Chinese medicine.
The recent epidemic situation in many places is relatively severe, and in the latest version of the new coronavirus pneumonia diagnosis and treatment plan (trial version 9), Chinese medicine treatment is highlighted, and corresponding Chinese medicine diagnosis and treatment plans are also proposed for each stage of diagnosis and treatment.
The latest version of the plan combines the clinical treatment experience of various places, strengthens the application of traditional Chinese medicine non-drug therapy, and increases the content of acupuncture and moxibustion.
"But it is worth noting that from the perspective of traditional Chinese medicine, various places in the epidemic often combine their own conditions and launch their own traditional Chinese medicine prescriptions on the basis of the national version of the plan." An industry observer said.
The approval of innovative traditional Chinese medicines has accelerated, and the supply and demand of Chinese patent medicines in Guangzhou are booming
Favorable policy factors are also affecting the Chinese medicine industry.
Recently, the "14th Five-Year Plan for the Development of Traditional Chinese Medicine" was released, and the plan gave clear guidelines for a number of development indicators of traditional Chinese medicine. The system has been further improved, and positive results have been achieved in the revitalization and development of traditional Chinese medicine.
The reporter noticed that after the "Classification of Traditional Chinese Medicine Registration" lists innovative traditional Chinese medicines, the complexity is simplified, and the review and approval of innovative traditional Chinese medicines can be accelerated.
From the perspective of approval, from 2017 to 2021, a total of 20 new Chinese medicine drugs were approved for marketing by the State Food and Drug Administration, of which 12 new drugs were approved for marketing in 2021, and last year also became the most approved new Chinese medicine drug in the past five years. one year.
CITIC Securities believes that in the past year, the traditional Chinese medicine sector has been independent of the overall pharmaceutical sector. In 2021, the traditional Chinese medicine index (CITIC) will increase by 35.2%, and the traditional Chinese medicine sector has become the segment with the largest increase in the pharmaceutical sector.
On the consumer side, the reporter visited and found that offline pharmacies have sufficient supplies, and Chinese patent medicines are very popular.
In a store of Jianmin Medicine, it was found that Chinese patent medicines such as Kouyanqing Granules and Baiyunshan Banlangen Granules were placed in conspicuous places for sale.
"The consumption habit of Guangzhou citizens is to purchase certain Chinese patent medicines as the prevention and treatment drugs in the family medicine cabinet." A clerk said that since the outbreak of the epidemic, such drugs have been selling relatively well. Fortunately, the supply is sufficient, and the store can always guarantee the supply.
Industry view
Traditional Chinese Medicine Sector Still Has Structural Investment Opportunities
Influenced by the above multiple factors, in the capital market, the market of traditional Chinese medicine is soaring, and the industry is considered to usher in a new round of development.
What is the future trend of Chinese medicine stocks?
In this regard, CITIC Securities believes that there are still structural investment opportunities in the Chinese medicine sector in the short term, and the major benefits brought by policy support and market expansion have not been fully realized. 2022 will be a critical year for investment in the Chinese medicine sector.
“The valuation of the traditional Chinese medicine sector still has a lot of room for improvement, and the continuous policy encouragement has brought a relatively certain market space for the performance release of traditional Chinese medicine companies. The moderate expectation of the decline in the centralized procurement of traditional Chinese medicines, the market expansion of traditional Chinese medicine formula granules, and the The positive signal that supports the innovative development of traditional Chinese medicine from the end is expected to bring greater performance flexibility to some leading traditional Chinese medicine enterprises." CITIC Securities said.
Kaiyuan Securities believes that the "14th Five-Year Plan for the Development of Traditional Chinese Medicine" may comprehensively promote the healthy and long-term development of the traditional Chinese medicine sector from the aspects of clinical research and development, medical services, Chinese herbal medicine planting, payment, and channels.
From the perspective of industry observers, the upgrade of residents' consumption is driving the growth of the traditional Chinese medicine industry. From the perspective of consumption, residents' willingness to consume medical care has further increased.
Traditional Chinese medicine has gradually been recognized by the public in the treatment of pre-disease and syndrome differentiation, which is conducive to the development of brand Chinese medicine.