2020 “Yinhua Fund Cup” Sina bank financial planner competition, hot registration. From now on to September 7, you will receive free gift packages worth more than 700 yuan from Guan Qingyou, Luo Yuanshang and Chen Kaifeng. < p > < p > in early trading on Tuesday, pharmaceutical stocks performed strongly. As of press release, Asia Pacific Pharmaceutical (rights protection) trading, huluwa, Renfu pharmaceutical, Hainan Haiyao (rights protection), Hengrui pharmaceutical and other stocks rose by more than 3%, Haizheng pharmaceutical, xinlitai and Fengyuan Pharmaceutical Co., Ltd. followed. On August 20, the third batch of centralized drug procurement organized by the state will be officially opened. The purchase of varieties is further expanded, involving 56 varieties, the number of which is close to the sum of the varieties selected in the previous two centralized harvesting. This centralized purchase includes a number of commonly used drug varieties and some anti leukemia, anti-tumor and psychotropic drugs, and some of them are standard varieties of previous centralized collection or other dosage forms of early centralized collection varieties. Great Wall Securities believes that the third batch of centralized purchasing has been officially opened and will be opened on August 20. The third batch of collectible varieties involves 56 varieties and 81 product specifications, which is further expanded than the first two batches. On the whole, there is no big change in the policy of centralized purchase. Only the quantity and rules of the selected enterprises are improved and partially adjusted. The third batch of centralized purchase will be opened on Thursday. It is suggested to pay attention to the progress of centralized purchase. At the same time, recently, it has entered the half year disclosure intensive period in 2020, and 60 listed companies such as Zhejiang Zhenyuan, baolaite and Yuyue Medical Co., Ltd. have published the central news. It is suggested that we should continue to pay attention to the high-quality companies that have achieved their performance and exceeded the expectations, as well as the targets of undervalued stagflation and valuation repair expectations. In the medium and long term, we should continue to pay attention to high prosperity sectors such as medical devices and innovation industry chain. < p > < p > Ping An Securities believes that the core reason for the withdrawal of pharmaceutical relative income in the short term is that the return rate of the pharmaceutical sector from the beginning of the year to the present is much higher than that of the index. However, in the medium and long term, medicine is still the long-term main line of the future market. Many factors, such as industrial upgrading and epidemic stimulation, are expected to further consolidate the strategic importance of medicine in the national economy, and the competitive advantage of industry leaders will be further consolidated. In August, the mid season report officially opened. At this time point, it is suggested to pay attention to the enterprises with strong certainty of performance growth or obvious improvement of performance month on month growth. Affected by the epidemic situation, the net profit growth rate of pharmaceutical listed enterprises in the first quarter was – 15.58%. With the effective control of the domestic epidemic situation, the comprehensive recovery of hospital diagnosis and treatment and pharmaceutical manufacturing business, and the acceleration of the listing of innovative drugs, the industry growth rate is expected to significantly recover in the second quarter. < / P > < p > according to CSCI, in 2020, the progress of pilot projects of high consumption and centralized purchase in various regions affected by the epidemic situation will be delayed, and the intensive development period of procurement with quantity will be entered from July to August. From the perspective of the latest procurement policies with volume, the following trends are shown: first, joints, crystals, balloons and stents are high-frequency pilot varieties; second, although there are great differences in bidding rules for volume procurement, considering that more and more provincial coalitions participate in centralized procurement and local price linkage mechanism is strengthened, the bargaining power will be further strengthened. Considering the clinical penetration rate and the difficulty of centralized collection, the possibility of centralized collection is relatively small in the short term for most of the segments with small market scale and insufficient competition. Small and beautiful subdivision leaders still have growth opportunities, such as cardiovascular medicine (aortic stent, peripheral vascular interventional products), Nanwei medicine (endoscopic diagnosis and treatment consumables), Jianfan Biology (blood perfusion device), etc. At the same time, we also suggest that we should pay attention to the companies with innovative product layout and rich pipelines from a long-term perspective (minimally invasive medical, Lepu medical and Qiming medical, etc.).