Pharmaceutical sector: "Xinfu" crisis and promote the industry reshuffle.

Benefit consumers upgrade <P> sunrise industry </ P> <P> Medicine huge impact on human life makes it the industry's high growth and high yield characteristics are very prominent. .Within the pharmaceutical industry is the world's fastest growing industry, and even Warren Buffett is fond of them. .With the people's living standards improve and the demand for health care is growing, China's pharmaceutical industry has maintained a rapid pace of development. .As a typical sunrise industry, the last five years the average annual growth rate of 18.7%, compared with average growth of GDP, a full 11 percentage points higher. .During the Eleventh Five-Year the same time, the Government will continue to increase health sector spending, improve public health and medical service system. .Deepening the reform of health system, the rational allocation of health resources, rectifying the pharmaceutical production and circulation order. .Therefore, the pharmaceutical industry in 2006 will continue to maintain our rapid growth. .Not affect the stability of macro-control market </ P> <P> 7 monthly statistic data show that China has not slowed down credit growth, macro-control delay. .Many industries are affected and occurred in the consumption of drugs the pharmaceutical industry is a rigid decision aperiodic consumer goods industry, can effectively avoid the negative impact of macro-control. .Therefore, a large number of cyclical industry profit growth rate decreased significantly in the background, the performance of the pharmaceutical industry is expected to maintain steady growth, while the M & A and industry alliance will enhance the appearance of industrial concentration, the pharmaceutical industry, increase sales and rapid growth. .Reflected in the secondary market, pharmaceutical stocks section will appear to attract risk-averse funds and the outflow of funds from a cyclical industry, come to the fore in many cyclical industries. .Well-known pharmaceutical companies to enhance the status of security crisis, with the recent "Let the two drugs" incident, Anhui Huayuan the "Xinfu" incident to light, frequently burst out of the medical scandal has sparked concern about drug safety, the public pharmaceutical enterprises .rapid decline in trust in a short time has become an inevitable fact. .In order to avoid possible damage caused by poor quality drugs, patients are often more inclined to use with high visibility and market share, but no adverse rumors of drugs, therefore, drug safety and frequent accidents on the pharmaceutical industry is a crisis, but for large enterprises .is the opportunity for development. .We recommend investors look 000538G 600771G cloud Baiyao and Dongsheng. .</ P> <P> G cloud Baiyao (000 538): The Government of Yunnan Province as the key support of 10 pharmaceutical companies list. ."Yunnanbaiyao" trademark was identified as the well-known trademarks, and subject to national laws on the protection of famous trademarks. .Our main products are included in the "national basic medical insurance and industrial injury insurance directory of drugs." .The company's power comes from the price increases over the past decade the company has repeatedly Baiyao unique product efficacy and can not be copied, because both processes are owned by the state or the top-secret recipe, secret Yunnanbaiyao two countries one of a class of medicine to protect species, " .Yunnanbaiyao "is a registered trademark. .Therefore, the company's profitability will be protected. .To implement "stable central, sudden wings (million)" strategy, increase the focus on Yunnanbaiyao cream + Yunnanbaiyao Band-Aid, Yunnanbaiyao focus on the promotion of toothpaste, creams and toothpaste products achieved sales of more than billion in revenue. .In addition, the company has started first-aid kit items, surface friction and other projects, have a billion dollars of market expectations. .The long term, the company developed 17 kinds of Chinese medicine in the new growth will be the driving force. .In 2006 the first batch of innovative enterprises selected for the pilot. .Company good quality, performance and stability, since the delivery of 94 every year since high dividends. .2001-2004, an average of 2.64 yuan per year to send up to 10. .High growth the company has become institutional Shigekura varieties, bargain-hunting investors attention. .G Tung Shing (600771): Main in western medicine and the production and sale of biological products, in the genetic engineering drugs, narcotic psychotropic drugs, traditional Chinese medicine system of varieties of the West, OTC products, nutrition and medical treatment of type large infusion of six e-commerce .field strength. .G Dongsheng's brand development and marketing of fruits. ."Gaitianli", "Diosgenin tablet", "white", "Dongsheng" ... ... and other brands have a higher visibility, leading products, "white with black" is the famous cold medicine known domestic brands, countries to strengthen .rural cooperative medical system and urban sanitation and epidemic prevention system construction will make substantial growth in market demand, general medicine, G Dongsheng necessarily benefit. .G Tung Shing Tung Shing Group is the largest shareholder of the flagship, Tung Shing Group, in the capital market in recent years, together with cross from the rapid expansion, has acquired Qinghai Pharmaceutical, Jiangsu Qidong Gaitianli, Qinghai Bao Jian Tong, Shanxi Yu Guang Yuan ., Hubei Qianjiang Pharmaceutical and more than 20 pharmaceutical companies, but if they can not digest the acquisition of continuous funding crisis will bring. .So the end of 2004, Tung Shing Group holds 49% stake in China's pharmaceutical industry has successfully overcome the other large state-owned China Resources Group Ltd. snatch Yunnan Yun drug control, the intermediate holding cloud Baiyao, the Tung Shing Group announced the acquisition of 5 years to stop, turn .into the internal phase of industry consolidation. .Integration of money demand due to the Group, Shing Tung Shing Group G may be to integrate existing assets, sell some brands or the introduction of strategic investors. .Market was spread Bayer will acquire G Dongsheng's "white with black" and other brands of rumors, according to industry analysts, the possibility is very high. .The formation of red in the Japanese K Line combination of the three soldiers, the stock today shrinkage finishing, cleaning Fu Chou, remained upside shape, the market outlook is expected to accelerate upward, investors can take an active interest. .</ P>.