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十一五期间,政府会继续加大卫生事业的投入,明年我国医药制造业会继续保持高速增长。2006年,医疗改革的重新尝试将具有“牵一发而动全身”的作用。降低药价仍将是目前医药改革的主要手段,我们认为,对药价采取的诸多措施是治标不治本。此外,企业依然会受到生产成本上涨及汇率上升的考验。鉴于行业之特点,对医药行业的投资,建议寻找细分行业中处于龙头地位的公司。
During the 11th five-year plan, the government will continue to increase investment in health care. Next year, the pharmaceutical manufacturing industry in China will continue to maintain its rapid growth. In 2006, the re-attempt of medical reform will have the function of “bringing the whole body to the start of one move”. Lowering drug prices will still be the major means of reform in the current pharmaceutical industry. We think that many measures taken for drug prices are a temporary solution. In addition, enterprises will still be tested by rising production costs and rising exchange rates. In view of the characteristics of the industry, the investment in the pharmaceutical industry, it is recommended to find the industry leader in the subdivision of the company.