On August 5, 2011 to the national development and reform commission decided that from September 1 lower part, adjusting endocrine hormone class and nervous system such as the highest retail price, drugs were involves 82 varieties, 400 DuoGe dosage form of specifications, cut prices by 14% upper arm blood pressure monitor on average for.
The price adjustment, to the high cost of drug increased efforts to price, low cost, the drug price cut or not less price, ensure the production of relatively cheap drugs supply; Innovative drugs such as to patent the proper control of cut prices to encourage the research and development of the innovation;basal thermometer manufacturer drug On the original alone,automatic digital blood pressure monitor further narrowing the pricing drugs and unified pricing the difference between the drugs.
The limit on most of the main types of the drugs for foreign enterprise products, involved in the domestic enterprise of products mainly include urine promote sex element,upper arm blood pressure monitor manufacturer Gregorian Kui ketone, rosiglitazone sodium and pancreatic enzyme, which IP peptide red pharmaceutical pancreatic shock peptide enzyme accounted for 14% of revenue,flexible thermometer manufacturer considering only for the highest retail price limits, the future still depends on the market conditions, factory short of the company's performance will not have much effect pacifier thermometer manufacturer on.
The highest overall retail pricebasal thermometer fell 14% percent, means that foreign enterprises and domestic enterprise product difference in price between the shrinking, we assume that the future foreign enterprise waterproof thermometer will slowly out of related products domestic market,fever thermometer manufacturer this help domestic enterprises to preemptive new market share, the major benefit varieties including recombinant human growth hormone injection, domestic enterprise mainly changchun new and high and creatures, and to ammonia bianconeri vasopressin and calcitonin production enterprise John woo pharmaceutical;baby thermometer manufacturer At the same time the decision in 163 different products and product rules are united pricing, mainly involves products for the hormone, adjusting endocrine of use range,wrist blood pressure monitor cycle is long and related drugs, we think unified pricing for future benign competition of the industry, domestic enterprise and foreign businesses to reduce product priceforehead thermometer gap on the growth of the industry, has little effect.
The health ministry issued new the antibiotic clinical application management draft, taken together, management measures on the introduction of the possibility is bigger, electronic thermometer manufacturer year we think short-term antibiotics downstream demand still faced pressure to great effect on growth, industry; See, the future benefit from the varieties of the biggest benefit not limit, because the price is low, varieties of future usage, but still huge gross margin, therefore it has a low breadth and diversified product enterprise can benefit from it; Restrictive varieties antibacterial effect good because, moderate price, the future is medical thermometer less likely to fall, use terminal especially used more cephalosporins three generations products. 2
From our detection to terminal data to see, short-term antibiotics downstream demand significantly lower, and the main reason is that the agent to the future countries downstream of policy appearing still worry, so in inventory, and at the same time to sharply reduce on some high-end products, we think that no longer purchase basic management measures cannot as scheduled launch if, at the end of the year will be short-term fill inventory peak and industry may appear short in the doldrums, and this is also where high leading enterprise fill in the blanks market, increase the layout of the good opportunity.
Investment proposals: 1, from antibiotics industry, we focus on product diversification and Suggestions with layout broad leading enterprises, management method in a certain degree of small business limits the living space, if grasp layout, leading enterprises, mainly is the biggest future listed companies, including pharmacy, Aaron, north China pharmaceutical and consistent pharmaceutical, medicine shares; 2, and the unified pricing advantage of similar products in the industry more fair competition, to have the product quality advantages and cost advantages listed company, the Suggestions related to the attention and John, thousands of pharmaceutical and ShuangHe pharmaceutical; red 3, in child industry still suggest attention, on the one hand, the medical device industry by policy factors influence is relatively small, on the other hand, the market demand remains enormous, key points of the company include Richard bond instrument, diving medical treatment, xinhua health care.