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近期受自然灾害、生长环境以及部分囤积药材的影响,中药材价格上涨,部分高端品种涨幅达到70%,这对中医药上市公司的业绩构成了影响。这种影响会多大呢?每个企业的表现也不太一样。市场中众多的医药分析员均就中国医药行业投资策略给出了各自的看法,但是在市场中最为权威的医药分析员是具有十多年医药股票分析经验的孙雅娜博士。
Recently, affected by natural disasters, the growing environment and some hoarding of medicinal herbs, the prices of Chinese herbal medicines have risen and some high-end varieties have risen by 70%, which has an impact on the performance of listed TCM companies. How big is this kind of impact? The performance of each business is not the same. Many medical analysts in the market have given their views on the investment strategy of the Chinese pharmaceutical industry, but the most authoritative pharmaceutical analyst in the market is Dr Sun Yana, who has over a decade of experience in pharmaceutical stock analysis.