The big health industry will enter a period of vigorous development

　　The State Council issued the "Opinions of the State Council on Integrating the Basic Medical Insurance System for Urban and Rural Residents" on Tuesday, which proposes to gradually establish a unified medical insurance system for urban and rural residents across the country, promote more equitable security, more standardized management services, and more effective utilization of medical resources, and promote the sustainable and healthy development of the universal medical insurance system. The opinion also stated that six major measures, including unifying coverage, unifying security benefits, unifying medical insurance catalogs, unifying fixed-point management, and unifying fund management, will integrate basic system policies. In addition, handling agencies will be integrated to encourage qualified regions to rationalize the medical insurance management system and unify basic medical insurance administrative functions. Improve the management and operation mechanism, improve service means and management methods, optimize handling processes, and improve management efficiency and service levels.

　　Xu Zhi, chief investment advisor of the Nanjing Sales Department of Huaan Securities, predicts that the future development direction of the pharmaceutical industry, which represents new technologies, new business models, and promising subdivided industry trends, will still have greater investment opportunities than traditional industries. As the revenue and profit growth of the pharmaceutical industry slows down, the future growth of traditional pharmaceutical industry enterprises will slow down. Companies that lead technological development, innovative business models, and active expansion expansion will be the key investment directions in the future. From the perspective of the capital market, the entire medical and health industry and the big health industry will enter a period of vigorous development, and relevant Dean Diagnostics, Huahai Pharmaceuticals, Rongzhilian, Shangrong Medical, LG Health, Yuyue Medical, Paulite, and Shanghai RAAS are expected to benefit.

　　Due to the aging of the population structure and environmental pollution, China's disease spectrum is changing. The incidence rates of tumors, hypertension, and cerebrovascular diseases continue to increase, while the incidence rates of digestive system and respiratory system diseases continue to decrease. In the future, the revenue growth rate of tumors and cardiovascular and cerebrovascular drugs will remain rapid. These fields have released a large amount of rigid demand for drugs, and the future growth of the pharmaceutical industry is more certain. Wang Wen of Bohai Securities analyzed that hot topics have been speculated for many rounds, and the valuation of "performance + transformation" is reasonable. Pay attention to some leading stocks with performance support and directly listed products that benefit from the new round of bidding, such as low-priced drugs. The traditional Chinese medicine granules industry is expected to attract favorable policies. Related listed companies include Zhongxin Pharmaceutical, Xiangxue Pharmaceutical, and Furui Pharmaceuticals. Guolian Securities believes that in the short term, the probability of the market maintaining a volatile adjustment is relatively high. As the valuation of the pharmaceutical sector tends to be reasonable, the industry index is expected to fluctuate upward. Two types of pharmaceutical listed companies, such as high-quality blue chips and good growth companies with low price-to-earnings ratios, currently have investment value.