The national staple drug zui high retail price limit is expected to be announced at the end of this month. For the pharmaceutical stocks that have generally risen in the past, some pharmaceutical companies and industry insiders said in the interview that the potential impact of price limits on the performance of pharmaceutical companies is not only related to the price of medicines, but also related to the local bidding and delivery of medicines. However, companies with more exclusive drugs such as Yunnan Baiyao still have valuation advantages. According to market consensus, the price limit plan announced by the National Development and Reform Commission at the end of this month will fully consider the amount of consumer spending, with reference to the current market price of various varieties, while the exclusive dosage forms of a few exclusive varieties do not cut prices, and most varieties face different price cuts. The contents of this catalogue are believed to affect the overall performance expectations of pharmaceutical companies in the second half of the year. Regarding the price limit plan that may be announced at the end of the month, the relevant person of Ma Yinglong’s office said in an interview that the high limit price of Zui could not be launched separately, and will also be accompanied by a series of rules including distribution, etc., so the actual impact on drug prices. It is still impossible to judge. Many well-known pharmaceutical companies also said in the interview that it is difficult to estimate the impact on corporate profits before the final plan of Zui is announced. Zhang Mingfang, a researcher at China Merchants Securities, told reporters that according to the requirements of the medical reform plan, the basic drugs will be subject to public bidding, and the state will set the retail price of essential drugs. Within the guidance price, the provincial people’s government will determine the unification of the region according to the bidding situation. Purchase price. The influence of Zui high price limit on different pharmaceutical companies should be treated differently. At the same time, although the price limit itself may have an adverse impact on the performance of pharmaceutical companies, the tendering process is also an important factor in determining the actual sales volume of pharmaceutical companies. If the increase in scalar weight of drugs in various places after the price limit is enough to make up for the loss of drug prices, corporate profits will increase. For stocks that may benefit from this price limit, Zhang Mingfang said that companies that enter the catalogue with exclusive drugs can get a higher share and are less affected by price cuts. However, Yunnan Baiyao, which has continued to be strong in the near future, is still expected to maintain its valuation advantage after the price limit. Tasly (600535, shares it) compound Danshen dropping pills and other price reduction possibilities are also small. However, some of the expensive Chinese medicine injections have a large price cut, and the profit growth has been negatively affected. However, Zhang Mingfang believes that after the pharmaceutical stocks continue to rise, the current valuation has returned to a reasonable range, but Yunnan Baiyao can still maintain a "strongly recommended" rating. According to statistics from Ni Wenbiao, a pharmaceutical analyst at UBS Fund, there are 27 exclusive varieties of 102 varieties in the category of basic medicines, and the proportion of exclusive varieties exceeds 20%. Among them, the variety of Yunnan Baiyao entered the catalogue accounted for 53.8% of the sales revenue, while Ma Yinglong Muxiang Hemorrhoids Cream also entered the medical catalogue with “exclusive medicineâ€. The relevant person in charge of the Shenzhen Food and Drug Administration also told the reporter that in fact, the medical insurance department has procurement targets for the basic drug list every year. Although the drugs entering the basic drug list need to receive the government-guided price, they also enjoy priority in purchasing. There are also uncertainties about the profitability of pharmaceutical companies. In the secondary market, the medical and health sector still outperformed the broader market yesterday, down slightly by 0.56%. It is worth noting that although the market was hovering at the 3,000-point mark yesterday, the overall stock price of the sector is still close to the new high of this round.
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