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本周化肥农药、林业品排名居前。制药业排名小幅上涨到25名。受益于国内经营环境的好转,08年1-2月医药制造业收入同比增长32.1%,利润增长51.6%,中投证券分析师预计08-09年医药板块利润将能够维持30%以上的增长速度,按PEG=1考虑,医药板块30倍的PE是合理的。分析师表示,未来政策环境仍有望进一步有利于行业发展,主要体现在:1、全民医保加速实施2、大规模的降价在08年不再会出台;3、新药的批准放慢对现有生产者有利;4、原料药行业的进入门槛提高抑制了恶性竞争,有利
This week, chemical fertilizers, forestry products ranked top. The pharmaceutical industry rose slightly to 25. Benefiting from the improvement of the domestic business environment, pharmaceutical manufacturing revenue in January-February 2008 increased by 32.1% over the same period of last year and profit increased by 51.6%. CIC Securities expects the profit in pharmaceutical sector to maintain a growth rate of over 30% in 2008-09 , Consider PEG = 1, 30 times the pharmaceutical sector PE is reasonable. Analysts said that the future policy environment is still expected to further benefit the industry, mainly reflected in: 1, accelerated implementation of universal health insurance 2, large-scale price cuts will no longer be introduced in 2008; 3, the approval of new drugs to slow down the existing producers Favorable; 4, raw material medicine industry to increase the threshold to inhibit the vicious competition, favorable