Whether the medicine unit can make a comeback under the three major catalysts

The pharmaceutical industry is a typical aperiodic industry with a strong ability to resist risks. Even under the impact of the financial crisis, the pharmaceutical industry is still maintaining a more stable growth trend.　　At present, the pharmaceutical sector has come down to a relatively reasonable level, is expected in the basic drug catalogue will be issued, inflation expectations, such as the role of catalysts, medicine plate is expected to usher in a phased opportunity. The rise and fall related to the flu nearly two days since the pharmaceutical sector has a strong sign of strength, but before this, the pharmaceutical sector performance was significantly weaker than the big city. From the market level, it is mainly due to the anticipation of influenza A and news changes.　　In late April, influenza A outbreak broke out in Mexico, and at a faster pace to the global spread, which led to the rise of the pharmaceutical sector, to the Rhine Biology, Sea King Biology, an gene, PLO shares as the representative of the pharmaceutical stocks rose sharply, the pharmaceutical sector's overall valuation level increased to more than 40 times times. As a result of the low mortality rate of influenza A, the world has lowered the standard of protection, coupled with the leading-stock Rhine biology is questioned, the main flu-themed medicine plate began to fall back. At present, the pharmaceutical sector has come down to a relatively reasonable level. It is noteworthy that the World Health Organization recently said that the global swine flu situation in the past few days has developed rapidly, whether this has become a catalyst for the strengthening of the pharmaceutical sector?　　The change of state of affairs is worth noticing. The three major catalysts in the pharmaceutical industry is a typical aperiodic industry, with strong ability to resist risks. In the past few years, the pharmaceutical industry's combined growth rate of income has reached more than 20%. Even under the impact of the financial crisis, the pharmaceutical industry has maintained a more stable growth trend.　　Statistics of the National Bureau of Statistics show that 2009 1-April Pharmaceutical industry overall cumulative total output value of 268.192 billion yuan, an increase of 18.92% per cent, continued to maintain double-digit growth. Stable growth, so that the pharmaceutical sector enjoy a certain premium, and show high valuation characteristics. Therefore, the investment strategy in the pharmaceutical sector should be divided into two categories, one is the long-term holding of high-quality companies, and the second is the combination of industry catalysts, grasp the stage opportunities.　　According to this thinking, the future medicine plate has three major catalysts worth paying attention to. First, the impact of the theme of influenza A on the pharmaceutical sector.　　Whether it is the continued expansion of the influenza situation, or the end of July, the possible production of influenza vaccine, the pharmaceutical sector is certain to stimulate the role. Second, inflation expectations are boosting the pharmaceutical sector through VE price increases. Have a certain investment experience of investors have the impression that in the 2007-2008 inflation, chemical raw materials is also the biggest beneficiary, riboflavin, VC, ve and other raw material prices increased significantly. Of course, the implementation of energy-saving emission reduction policies, small and medium-sized chemical factories are eliminated is one of the hands. In recent years, ve prices have risen again, a range of more than 20%.　　Under current inflation expectation, the rally of VE price may spread to other original spices, thus induce the opportunity of medicine sector. Third, the promotion of health reform, the National Basic drug catalogue is expected to be issued. In the context of current growth, speeding up the reform process can reduce people'sThe medical burden is helping to boost domestic demand. Recently, the Ministry of Health Policy and Regulation director Liu Xinmin revealed that the National Basic drug catalogue has been determined later this month will be announced to the community, that is, the list of the time is not far.　　Generally speaking, the pharmaceutical industry is a policy-sensitive industry, the introduction of the basic drug catalogue, will inevitably lead to increased concentration of the industry, the list of listed enterprises can be through the price drop of the way to achieve market share of the promotion, as well as faster income growth. From the industry point of view, health reform is an important driving force for the development of the industry, so investors can grasp investment opportunities around this line. Overall, the health care system, the health care system and the national basic drug system, which are the most popular, will be a good opportunity to regain a higher market share.