With the optimization of epidemic prevention policies, residents have become responsible for their own health, and Lianhua Qingwen, ibuprofen and other drugs have been snapped up.

In this context, superimposed news surface stimulation, medical stocks are active today, A-share chemical pharmaceuticals, hepatitis concept, CRO concept and other leading gains. Individual stock level$Hubei Goto Biopharm (300966.SZ)$、$Sinotherapeutics Inc. (688247.SH)$20CM trading limit$Nanjing Hicin Pharmaceutical (300584.SZ)$Increase by more than 17%$Fujian Cosunter Pharmaceutical (300436.SZ)$Increase by more than 11%$Shanxi Zhendong Pharmaceutical (300158.SZ)$、$Hubei Biocause Heilen Pharmaceutical (301211.SZ)$、$Shandong Xinhua Pharmaceutical (000756.SZ)$Wait for many stocks to rise by the daily limit.

Hong Kong stock$AKESO, INC. - B (09926.HK)$Up nearly 24%$ASCENTAGE-B (06855.HK)$Increase by more than 7%$CANSINOBIO-B (06185.HK)$It's up more than 3%.

On the news side, Kang Fang biological double anti-new drug AK112 overseas license Summit, the total transaction value is expected to be as high as 5 billion US dollars, creating a record for overseas licensing of domestic innovative drugs.

In addition, at a time when sales of Lianhua Qingwen were tight, Yiling Pharmaceutical applied for a new patent.

Innovative drugs go to sea trading + drug sales are tight

There are two main factors in the activity of pharmaceutical stocks today. On the one hand, investors' confidence in China's innovative drug companies has been greatly improved.

Yesterday, Kangfang announced that it would grant Summit Therapeutics the exclusive license to develop and commercialize PD-1/VEGF bispecific antibody in the United States, Canada, Europe and Japan.

In addition to the above areas, Kangfang reserves the right to develop and commercialize Yvosi in other regions, including China. Through the authorization, Kangfang will receive a down payment of US $500m, including development, registration and commercialization milestone payments, and the total value of the deal is expected to reach US $5 billion.

The amount set a record for overseas transactions of products by Chinese innovative pharmaceutical companies, which was previously held by the US $2.9 billion authorized by BeiGene, Ltd. TIGIT to Novartis.

On the other hand, with the optimization of epidemic prevention policy, residents' demand for medicine has increased, and pharmaceutical stocks have benefited. Moreover, the news of recent drug price increases and "buying explosions" has aroused widespread concern, and local regulators have made voices one after another.

Regarding the news of the increase in drug prices, Yiling Pharmaceutical said on the interactive platform that the supply price of Lianhua Qingwen has remained stable recently. If consumers find that there is a price increase in individual terminals, please report it to the relevant local departments in time. At present, the company is taking various measures to expand production to ensure market supply.

In addition, it is worth noting that the App shows that recently, Yiling Pharmaceutical Co., Ltd. has applied for a patent for the preparation and application of spunbonded nonwovens containing Lianhua clear plague extract.

According to the description, the patent designed a preparation process and application of spunbonded nonwovens containing Lianhua clear plague extract. By improving the formula of polymer raw materials and polymer processing process, the spunbonded nonwovens containing Lianhua clear plague extract are made by conventional means of extrusion, stretching, bonding and other processes. The spunbonded nonwovens containing Lianhua Qingwen extract prepared by the invention can be widely used in skin contact clothing, or household textiles, or medical protective products, including underwear, underwear, masks, socks, gloves, scarves, medical protective clothing, protective glasses, etc. Because the non-woven fabric itself contains the ingredients of Lianhua Qingwen extract, the clothing and medical protective products made with it can slowly volatilize the traditional Chinese medicine components of Lianhua Qingwen extract, which is helpful to improve human immunity in people's life. Among them, the most obvious effect is used in the mask.

Organization: the starting point of a new round of big market

Looking forward to 2023, brokers are generally optimistic about the pharmaceutical industry. Huachuang Securities believes that at present, it is the low point of the impact of collection policy on the industry, the low point of the impact of epidemic prevention policy on the industry, the low point of industry valuation, but also the starting point of a new round of pharmaceutical market.

Zheshang Securities believes that the post-epidemic repair superimposed policy cycle is clear, and investors can embrace the new cycle. Recommended policy cycle clearance of traditional Chinese medicine, chemical preparations, innovative pharmaceutical equipment; epidemic cycle gradually repaired medical services, pharmacies, vaccines; cost and large order cycle clearance of pharmaceutical CXO, API and other sub-areas.

In terms of individual stocks, 1) the main line after the epidemic:$Hubei Jumpcan Pharmaceutical (600566.SH)$、$Jiangsu Kanion Pharmaceutical (600557.SH)$、$DaShenLin Pharmaceutical Group (603233.SH)$、$LBX Pharmacy Chain Joint Stock (603883.SH)$、$Yifeng Pharmacy Chain (603939.SH)$、$Chongqing Zhifei Biological Products (300122.SZ)$、$CanSino Biologics Inc. (688185.SH)$/$CANSINOBIO-B (06185.HK)$Pay attention to$Aier Eye Hospital Group (300015.SZ)$等；

2) supporting industry chain:$Wuxi Apptec (02359.HK)$/$WuXi AppTec (603259.SH)$、$ASYMCHEM (06821.HK)$/$Asymchem Laboratories (002821.SZ)$、$Hangzhou Tigermed Consulting (300347.SZ)$/$Tigermed (03347.HK)$、$Hangzhou Bio-Sincerity Pharma-Tech (301096.SZ)$、$Zhejiang Jiuzhou Pharmaceutical (603456.SH)$、$Pharmaron Beijing (300759.SZ)$/$Pharmaron Beijing Co., Ltd.* (03759.HK)$、$Nanjing Vazyme Biotech (688105.SH)$、$Jenkem Technology (688356.SH)$、$Nanjing King-Friend Biochemical Pharmaceutical (603707.SH)$等；

3) innovative medicine and equipment:$Shenzhen Mindray Bio-Medical Electronics (300760.SZ)$、$Shanghai Aohua Photoelectricity Endoscope (688212.SH)$、$Qingdao Novelbeam Technology (688677.SH)$、$Shanghai MicroPort Endovascular MedTech(Group)Co.,Ltd. (688016.SH)$、$iRay Technology (688301.SH)$、$Shanghai Fosun Pharmaceutical (600196.SH)$/、$FOSUN PHARMA (02196.HK)$、$Betta Pharmaceuticals (300558.SZ)$、$CARSGEN-B (02171.HK)$等。