The traditional Chinese medicine industry is expected to usher in a period of policy divide

The traditional Chinese medicine sector rose against the trend today. As of 11:30, all beings' pharmaceutical industry rose more than 8%.

Southwest Securities believes that the expectations of the interim report performance or financial report disclosure in July will become an important variable in the market. The performance of Chinese medicine consumer goods 22Q2 is expected to grow high. The overall revenue growth rate of the Chinese medicine sector is between 10%and 20%. In the future, the pressure of medical insurance will become the norm. Finding "crossing medical insurance" varieties is the key. Main consumer varieties such as Chinese medicine consumer products are expected to cross the "medical insurance enchantment". In addition, the traditional Chinese medicine sector continues to benefit the "policy marginal benefits+product price increase+state -owned enterprise reform" triple benefits, and the traditional Chinese medicine sector, especially Chinese medicine consumer goods, and exclusive basic medicine varieties of traditional Chinese medicine.

Xiangcai Securities also believes that many provinces have recently introduced a good policy of traditional Chinese medicine. The traditional Chinese medicine industry is expected to usher in a period of policy dividends.

The Chinese Medicine Fund LOF (501011) is currently the only Chinese medicine index fund in the market. At the same time, the first batch of Chinese medicine ETF was approved on July 5th, and Huitianfu Chinese Medicine ETF was approved.

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