**: A share pseudo-interpretation.
2023-12-14 08:56:09
On Wednesday, the market funds strengthened together, and the board and height improved compared with the first half of this week. The trend of the index is in line with the recent judgment, and it is easy to fall and difficult to rise in the state of no volume. The sentiment side is relatively stable, and there are only about 30 varieties that fell by more than 5% yesterday, but northbound funds continue to sell nearly 10 billion, which is in stark contrast to the current sentiment.
Market theme] Chinese medicine|The development of traditional Chinese medicine has become a national strategy, and policies promote the high-quality development of the traditional Chinese medicine industry
The 14th Five-Year Plan for the Development of Traditional Chinese Medicine and the Implementation Plan for Major Projects for the Revitalization and Development of Traditional Chinese Medicine have pointed out the goals, tasks and action roadmaps for the development of the industry, and promoted the revitalization and development of traditional Chinese medicine in an all-round way from the aspects of medical treatment, education, scientific research, industry, culture, and internationalization.
Huang Suqing believes that with the continuous expansion of medical resources, the penetration rate of traditional Chinese medicine is expected to increase, and the industry will usher in rapid development. Huang Suqing is particularly optimistic about innovative Chinese medicine drugs, after the reshaping of the registration classification and review evidence system, the number of new Chinese medicine drug applications has increased, the review and listing have been accelerated, and they have been prioritized for inclusion in medical insurance. The quality of the supply side will continue to improve, and the transformation and upgrading of the Chinese patent medicine market in the hospital can be expected under the background of the simultaneous development of the payment side policy and the medical anti-corruption rectification. Huang Suqing is optimistic about Kangyuan Pharmaceutical, Yiling Pharmaceutical, Tasly, etc.