Medical network - on April 13, the national bureau of statistics released yesterday in March 2017, the national consumer price index (CPI) and the producer price index (PPI), according to data from the CPI fell 0.3%, rose 0.9%; PPI rose 0.3%, up 7.6% year-on-year. 

 

The founder securities, said the CPI in low suggests that inflationary pressure is not big, don't have to much tighter monetary policy, the PPI high suggests that corporate profitability continues to improve, this is typical of the new period of gold. 

 

From the main data classification, in March, health care, housing, education, culture and entertainment, transportation and communications prices rose 5.3%, 5.3%, 2.4% and 5.3% respectively compared to the same, the total impact the CPI rose 1.44%. On health care, prices rose 5.8% in Chinese medicine, western medicine prices rose 6.5% year-on-year, the medical service price rose 4.9%. 

 

Since this year, in addition to the policy of good outside, product prices rebound to pharmaceutical firms contributed more performance. As of April 12, 98 pharmaceutical companies to disclose a quarterly earnings forecast, among them, the company or company number of more than seventy percent, which cooperates pharmaceutical, purple xin pharmaceutical, seed Huang, taian hall, ridge pharmaceutical, ssangyong corporation, beings pharmaceutical co., Fred shares, such as Shanghai KaiBao class of traditional Chinese medicine in the first quarter net profit of listed companies are expected to achieve year-on-year growth. 

 

Minsheng securities believes that the pharmaceutical industry's defensive and growth for the long term configuration provides a better risk hedge, configuration in the pharmaceutical industry in the current market has great may obtain better relative income opportunity. 

 

In addition to the people's livelihood securities, since April, wide hair negotiable securities, hua securities, China merchants securities, the bohai securities, China securities brokerages have also said the drug industry performance, among them, the bohai securities suggest positive regard valuation is reasonable, performance is expected to usher in a turning point and have growth stocks, recommend the northeast pharmaceutical (vitamin C prices continue to rise, drive the API business profit rebound), global pharmaceutical industry (high gross margin CMO business, in the fourth quarter of 2016 and performance year-on-year growth faster, API have inflationary expectations), dichroa pharmaceutical (heparin API price picks up, low molecular heparin calcium injection has been a steady rise in sales, a quarterly forecast 50%). 

 

In fact, since this year, the pharmaceutical industry listed company's shares have, in addition to the second new prominent, northeast pharmaceuticals has risen to 36.2%, during the period of east China pharmaceutical, followed by the cumulative 24.59%, Chinese medicine, fosun medicine, the river on the pharmaceutical industry have gained during were all higher than 20%, respectively, 22.12%, 21.74%, 21.54%, in addition, the wide reputation far (19.77%), rui kang medicine (19.41%), Wan Fu biological (18.02%), Shanghai pharmaceutical (17.89%), wang Huang (17.47%), hengrui pharmaceutical (17.27%) and other individual stocks have gained during the top. 

 

In April, well in the pharmaceutical industry listed companies still, there were 43 pharmaceutical enterprises and give a forecast target price, among them, the kang edge pharmaceutical, dahua hill, rong tai health, European PuKang, longevity and five stocks closing price is apart from the latest space agency predicted target price by more than forty percent, respectively, 72.71%, 49.89%, 44.31%, 42.96%, 44.31%. 

 

Share prices for space's biggest kang pharmaceutical co., essence securities, said the company product structure improvement, good marketing reform, from 2017 to 2019, it is expected that the company's revenue growth of 19.22%, 17.15%, 16.64%, net profit growth of 16.87%, 19.64% and 16.38% respectively, growth is outstanding; Maintaining A "buy" investment rating, 12 months target price of 30.00 yuan.