The Twelfth Five-Year Plan for the TCM Industry is expected to be introduced before the end of the year, promising 4 companies

The Twelfth Five-Year Plan of the Chinese Medicine Industry is expected to be introduced before the end of the year. Part of the support funds has been allocated and implemented by the Ministry of Industry and Information Technology. It is divided into four major sections: industrial technology service platform, integrated information service platform, production base construction, and modern warehousing system construction.

It is reported that the Twelfth Five-Year Plan of the Chinese Medicine Industry will focus on supporting the industrialization of innovative drug varieties for the treatment of common diseases and major diseases, the construction of high-quality raw material medicine production bases, and the comprehensive demonstration applications of advanced technologies for the quality control of traditional Chinese medicine pharmaceutical processes. The president of the Chinese Medicine Association, Fang Shuting, stated that by 2015, the output value of the Chinese medicine industry will exceed one trillion yuan.

China Medical Insurance Association announced on the 8th that exports of Chinese medicine show that in the first three quarters of this year, China’s imports and exports of Chinese medicines were US$2.2 billion, up 39% year-on-year, of which exports amounted to US$1.679 billion, an increase of 41.89 percent year-on-year; A total of 2585 companies, an increase of 87 over the same period of last year, of which private enterprises reached 1937, accounting for 50.86% of export value, an increase of 66.8%.

The areas supported by the “Planning” include three major aspects: 1. R&D: Industrialization of innovative drug types for therapeutic common diseases and major diseases; 2. Medicinal materials: Construction of high-quality raw material and medicine production bases; 3. Quality Control: Traditional Chinese Medicine Pharmaceuticals Process quality control advanced technology.

The innovative Chinese medicine field focuses on the application of innovative Chinese medicines in major diseases such as cardiovascular and cerebrovascular diseases, tumors, and glycogen. These major diseases provide a good entry point for Chinese medicines with multiple targets due to their complex mechanism, long duration, and lack of chemical specific drugs. From the perspective of government planning and support, we are concerned about well-developed R&D-type TCM companies in these fields (these companies have completed production management experience and channel accumulation), and are optimistic about those companies with existing innovative species reserves (in line with national R&D subsidies) Funding direction). include:

Tasly: ​​The internationalization of compound Danshen Dripping Pills is steadily advancing, and Yiqi Fumai and Danshen polyphenolic acid powder injections have started doctor education and promotion.

Kangyuan Pharmaceutical: Many new Chinese medicines such as Ginkgolide and Gambogic Acid Injection have been completed clinically or are in late stage of clinical research.

Yiling Pharmaceutical: Shensong Yangxin Capsule, Yangzheng Xiaoji Capsule, and Capsule Qiangxinxin will gradually carry out post-marketing research to improve the acceptance of mainstream doctors.

The scale and standardization of the field of cultivation and circulation of medicinal herbs are the trend of the times. The quality problems and price issues of Chinese herbal medicines have been exposed in the past year. The high degree of dispersion of medicinal materials from planting to trading to rough processing has caused the industry to be non-standard and opaque. The industry urgently needs the consolidation of powerful large-scale enterprises. In this “Planning”, 15 million yuan of support funds will be used for the construction of information service platform, which will be borne by the Chinese herbal medicine company. This shows that the concentration of herbal medicine trading platforms and price information is the focus of attention. Corresponds to listed companies:

Kang Mei Pharmaceutical will undoubtedly be the most important participant and the biggest beneficiary of this trend. Similar to the price-distribution platform for Chinese herbal medicines, Tianyiwang.com, the integration of the physical trading platform and the standardization of the price of the decoction pieces should be the focus of the "planning" support and funding. Tasly, Guizhou Braun and other companies that participate in the independent planting management of upstream medicinal herbs are also expected to receive certain support.