Discoverer No. 1 Biotech Stock: Who Will Be Worth 100 Billion Market Capitalization?

　　 Retrenchment policy There is no significant increase in concerns, supplemented by the undervalued value and capital recognition of the current weight. It has obliterated the sharp killing space of the weight. At the same time, from the situation of trading and off the field funds, the possibility of large weight lifting is also not large. Against this background, it is the recent mass production of Shenzhen stock market and special stop.

There are many reasons for the manufacture of Bull Stock, but the main reason is that the theme is hot and institutions are not as large as the Shanghai stock market. In other words, the national war of hot money and retail investors has come again.

Smoke is everywhere. But carefully combing, only biological medicine, new energy Information technology can cause continuous interest in large and small capital, that is, the stock market, industry, theme and so on that financial weekly started to advocate last year's life style. It is expected that it will continue to be stronger than the market.

In this period, we will sort out biopharmaceuticals, which is the number 1 for discoverers. We should focus on new technologies and give consideration to common pharmaceutical listed companies that are likely to win by the strategy of ant and male soldiers, looking for great pharmaceutical companies in the next 10 years.

Towards a market value of 100 billion yuan

The essence of market economy is demand, though for Chinese medicine [15.79 4.43%] (600056), it is almost a domestic demand industry. Terminal market They are all completed in the country, and they sell less and less drugs all over the world. But even so, in the situation of aging, visiting rate and per capita drug fee, the pharmaceutical stocks continue to enjoy the high value of high growth.

From a global perspective, the market value of pharmaceutical oligarchs is above $100 billion, with annual sales amounting to tens of billions of dollars, and more than 1 billion dollars of single species medicines are everywhere. Looking back at the domestic market, as of last Friday's closing, except for the [126.08 1.31%] (002399) (002399.SZ), which is seriously abnormally structured in the capital structure, more than 30 billion of the market capitalization companies only have Yunnan Baiyao [58.77 3.49%] (000538), Shanghai medicine [20.12 3.02%] (601607) (601607.SH), and Heng Rui medicine [44.22 2.77%] (600276) ([44.22), among which the income of the medicine mainly comes from the sales terminal, and the Yunnan Baiyao is expected to impact 10 billion yuan sales this year. Heng Rui medicine is a mature and enterprising model in China. At present, it is stepping up its efforts to expand overseas markets, and similar varieties include Hai Zheng, Haixiang and Huahai.

It is a large consumer industry. Compared with the industry, the market value of foreign mature wine market is usually far less than that of medicine, while the domestic market share of liquor stocks above 40 billion yuan is 6, all above the Yunnan Baiyao mentioned above.

The rapid growth of new "Zhuang stocks"

Medical index [1344.66 2.77%] is the first industry index to break through 6124 highlands. However, in the impression of many investors, their growth has never been magnificent.

The weight is declining, and the medical sector is repeating the organization's " Warm up "They have become the" new stocks "in the new era based on the main growth. The chips quickly stabilized after the low volume, and the subsequent rise was a rise in shrinkage, which is essentially different from the huge increase in the theme stocks.

Taking pharmaceutical shares as an example, no matter how the first day's opening rises, most pharmaceutical new shares can see the continuous buying of institutions. From the [116.85 0.63%] (002422.SZ), the [65.97 1.46%] (300086) (300086.SZ) of Kangzhi pharmaceutical company, the Guizhou bailing [48.52 0.50%] (002424.SZ) to the pharmaceutical industry [74.13 2.59%] ([74.13), etc., the agencies did not rise during the establishment period, and the recent breakthroughs were all completed.

In addition, from the past experience, since 2005, 11 companies in the pharmaceutical sector have increased 10 times the market value, and the market value of 35 has increased by more than 5 times, while the largest increase in the same period is less than 3 times.