tasly Two-quarter overweight

Gold Securities correspondent Jiang Monday, the pharmaceutical plate to change the recent tepid trend, up 2.56%, Yunnan white powder (000538, shares bar), Wuhan Kin (600976, shares bar), Baiyun Mountain (600332, shares bar), Yi Sheng Pharmaceutical (002566, shares bar) rose more than 6%, Yunnan White Powder also created a record high.　　Reporter noted that in the two cities hundred or more of the high price stocks, in addition to Guizhou Maotai (600519, shares bar), the remaining three are pharmaceutical stocks. The latest data show that since the second half of this year, the pharmaceutical sector of the sub-industry differentiation is obvious, 6 sub-industries, medical services, medical equipment, pharmaceutical business, chemical pharmaceutical increase of more than 20%; Chinese medicine, the weakest trend, only 11.19%, behind the same period of Shanghai index 1%. Yunnan White Powder Monday High innovation, whether it means that the Chinese herbal plate to usher in a short-term replenishment opportunities? Haitong Securities (600837, shares bar) senior analyst told reporters, from the report data, pharmaceutical industry, Chinese herbal pieces of the best performance, Chinese herbal pieces 1-6 months income and profits year-on-year growth of 27.8%, 30.1%, income growth and profit growth are ranked first in the sub-industry.　　Although the Chinese herbal plate has lost its market for the past three quarters, the overall increase is nearly 40% per cent throughout the year, and valuations are not cheap. According to the layout of Chinese herbal plate in the two quarter of the agency, tasly (600535, Share bar) (443.94 million shares), Baiyun Mountain (243.66 million shares), Sig Pharmaceutical (600518, share bar) (213.99 million shares), Zhong Heng Group (600252, shares bar) (179.3 million shares), Shanghai Kai Bao ( 300039, the stock bar) (99.46 million shares), Han Sen Pharmaceutical (002412, shares bar) (97.77 million shares), Tongren (600085, shares bar) (96.63 million shares), fragrant snow Pharmaceutical (300147, shares bar) (74.73 million shares), Yi Bai Pharmaceutical (600594, shares bar) (60.21 million shares), China Resources 39 (000999, Stock bar) (56.05 million shares) the number of institutions in the first 10 positions, and the current dynamic PE is less than 30 times times the company including China Resources 39, Donga Donkey-hide gelatin (000423, shares bar), Zhong Heng Group, Jiang Chinese Medicine industry (600750, shares bar), Sig pharmaceutical industry, Violet Guhanshan (000590, shares bar), benevolence Medicine (000650, Stock bar), Guilin three gold (002275, Stock bar), Shanghai Kai Bao, Cambe (600572, shares bar), Jinling Pharmaceutical (000919, shares bar), Mayinglong (600993, shares bar).