[Beijing Direct News Network August 18th] (Beijing News)Throughout this year's A-share market, the pharmaceutical industry is one of the best performing sectors. Some analysts believe that under the trend of aging population, the development of domestic large health industry ushers in a tuyere. Especially after the outbreak, people's health awareness and health consumption will continue to improve, and the big health industry will further accelerate the development.

Pharmaceutical sector continued to shine

Different from the impact of the epidemic on other industries, the pharmaceutical sector has become the industry that benefited the most.

From the disclosed performance of listed companies, pharmaceutical enterprises show strong anti risk ability. According to relevant data, among the 126 listed pharmaceutical companies that have disclosed half a year's performance forecast, half of the companies are expected to be happy, and three-quarters of them have achieved profits. In terms of segmentation, biological products have become a new development outlet, and the median growth rate of enterprise net profit exceeds that of traditional Chinese medicine and chemical pharmaceutical sectors.

Bosing Securities pointed out that in recent years, under the trend of aging population, medicine as a necessity has been on the rise. In addition, the sudden epidemic situation in the first half of the year has made the whole pharmaceutical industry chain stand on the wind of accelerating development. Driven by the tuyere, the fundamentals of the whole pharmaceutical sector are improving, which makes the capital market expected to form a resonance between performance and valuation, thus becoming the focus of funds to keep warm.

Great health industry meets opportunities and many enterprises grow rapidly

The bright performance of the pharmaceutical industry in the stock market shows that the society is optimistic about the future development of the big health industry. "Without the health of the whole people, there will be no well-off society in an all-round way.". The data shows that there are more than 300 million elderly people in China, and there are more than 500 million people with chronic diseases (cardiovascular disease, various tumors, hypertension, hyperglycemia, etc.) in China, and the social demand for health is becoming more and more urgent.

In recent years, in order to ensure the growing health needs of the people, the state has issued a number of policies and regulations to protect the health of the whole people and encourage the development of health industry. On October 25, 2016, the "healthy China 2030" planning outline was released, which is the first medium and long-term strategic plan in the field of health proposed at the national level since the founding of the people's Republic of China. In July last year, the State Council officially issued the "opinions of the State Council on the implementation of the healthy China action", which takes "healthy China" as an important national strategy to promote the implementation. This year, on June 1, the law of the people's Republic of China on basic medical care, health and health promotion came into force, which for the first time explicitly stated that health is the basic rights and interests of human beings and ensures its fairness.

With the encouragement of policies, China's big health industry has formed a huge industrial scale and clear industrial pattern. Among them, the biomedical industry occupies the C position in the industry, and many enterprises are growing into industry giants. The health care products industry is the biggest bright spot in the consumer side, and the market scale and retail sales have increased steadily. Domestic brands unlimited, Dong'e donkey hide gelatin and other leading enterprises have grown rapidly, and have become the leading force in the development of health care products industry.

According to the "healthy China 2030" planning outline, the total scale of China's health service industry will reach more than 8 trillion yuan by 2020 and reach 16 trillion yuan by 2030, with huge development space, which will also bring greater development opportunities for domestic big health industry brands.

The epidemic situation further accelerated the consumption of health

The novel coronavirus pneumonia outbreak in 2020 will become a catalyst for further stimulating healthy consumption if the trend of population aging and policy guidance are the biggest driving force for the development of big health industries.

What the epidemic has changed is not only people's way of life, but also their way of thinking. Simple environmental protection, green health has become the consensus of the whole society, and the health awareness of prevention from disease is also rapidly popularized.