Lin Yuan's investment strategy in 2024 has not changed, or is it optimistic about aging, or optimistic about the three major diseases, so the direction of medicine, the direction of the three major diseases, which ones are Lin Yuan's heavy positions? Today I will give you an analysis and give you a secret. First of all, Lin Yuan likes to invest in those with monopoly characteristics, and he especially likes the opportunity in the direction of traditional Chinese medicine, which is what he often says, so from this point of view, I analyzed 7 Lin Yuan may be heavy, and in the general direction, there are targets with large space. 
The first: Pien Tze HuangThis is almost a bright card, an absolute monopoly, an absolute money printing machine, very scarce, this ticket Lin Yuan has been holding positions for many years, but with the improvement of the living standard of the aging population, Pien Tze Huang will still have space. The company's current annual revenue is 8.7 billion, net profit is 2.5 billion, and it is still possible for the performance to increase by 10 times; 
The second: Tong Ren TangTongrentang brand awareness is very high, all of which are left by the ancestors, Angong Niuhuang Pill natural raw materials are scarce and there are restrictions on use, the company's "double natural" products have moat attributes, and the long-term development space is broad. More than 20 institutions believe that Tong Ren Tang's net profit can reach 2.5 billion yuan in 25 years, and there is huge room for growth in the future; 
The third one: Daren HallThe company has 4 Chinese time-honored brands, 5 national intangible cultural heritage projects, 6 Chinese well-known trademarks, 5 core production enterprises, and rich resources of traditional Chinese medicine. The company has 22 dosage forms, a total of 599 drug approval numbers, including 1 first-class variety (fast-acting Xingxin pill), 1 national secret variety (Jingwanhong ointment), 5 traditional Chinese medicine protection varieties (Shu Naoxin drop pills, cough treatment Chuanbei loquat drop pills, toothache stop drop pills, Tongmai Yangxin pills, Zilong gold tablets), the company is a leader in the field of cardiovascular and cerebrovascular diseases. The company's net profit is increasing year by year, and it is expected to reach 15 in 25 years7.1 billion yuan, ten times more likely in the future; 
Fourth: Jianmin GroupThe company builds an OTC platform with Longmu Zhuanggu granules as the core, and the demand for bezoars has an incremental logic for aging, natural bezoars are scarce, and there is a large alternative space for in vitro cultivation and cultivation of bezoars. In recent years, it has been a relatively fast-growing company in traditional Chinese medicine stocks, and the institution expects that the net profit will reach 77.5 billion yuan. 
The fifth: Dong'e EjiaoThe two-wheel drive of "medicine + consumer health products", with Ejiao and compound Ejiao paste as the cornerstone, continues to extend to "Ejiao +" and "+ Ejiao", and is a leading tonic enterprise with ten times the space. At present, the dilemma has been reversed, and the net profit will reach 15 in 25 years4.4 billion yuan. 
Sixth: China Resources SanjiuThe leading OTC enterprises in traditional Chinese medicine are expected to reach 3.9 billion in 25 years. 
Seventh: Yiling PharmaceuticalYiling Pharmaceutical is a heavy enterprise of Ma Yundu, just now Ma Yun has also increased his position, Lin Yuan and other bigwigs must also have a heavy position, the company is a leading enterprise of cardiovascular and cerebrovascular innovative drugs, and it is possible to catalyze aging 100 times. 
March is off to a good start, and Inspur Information has successfully increased its limit!