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2004年一系列的行业政策,对医药经济造成打击。展望2005年,政策调控会有放缓,美元贬值和农村医药市场启动影响正面,人民币升值和外资进入药品零售影响相对负面。医药股的投资机会还在于把握各子行业的发展机遇,原料药、中药、制剂药以及保健品行业相对较好。恒瑞医药、同仁堂、云南白药、东阿阿胶、片仔癀、马应龙、和华海药业值得长期投资。
A series of industry policies in 2004 hit the pharmaceutical economy. Looking ahead to 2005, there will be a slowdown in policy control. The depreciation of the US dollar and the start of the rural medicine market will have a positive impact. The impact of the appreciation of the renminbi and foreign investment in pharmaceutical retailing will be relatively negative. The investment opportunity of pharmaceutical stocks is also to grasp the development opportunities of various sub-sectors. The raw material medicine, Chinese medicine, preparation medicines, and health care products industries are relatively good. Hengrui Pharmaceutical, Tong Ren Tang, Yunnan Baiyao, Dong’e Ejiao, Pien Tze Huang, Ma Ying Long, and Huahai Pharmaceutical are worth long-term investment.