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澳门国际娱乐赌博:The medicine sector soared 90% of the theme funds exceeded the year

时间:2018/3/23 21:14:01  作者:  来源:  浏览:0  评论:0
内容摘要: With favorable policies, pharmaceutical-related concept stocks have ushered in a wave of upswings in the near future, and related subject f...

With favorable policies, pharmaceutical-related concept stocks have ushered in a wave of upswings in the near future, and related subject funds have also risen. According to statistics, as of the close of March 22, the CSI Pharmaceuticals Bioindustry Index rose by 0.85% this year and rose 7.63% this month, firmly occupying the top of the gains list. The 80 theme funds averaged an increase of 5.68% during the year, and 94% of the funds received during the year Positive income. According to industry insiders, medicine is a defensive sector and its current valuation is relatively low. The theme fund has certain configuration value.

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Two factors drove the medicine sector up

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From the performance in recent years, the growth of the pharmaceutical sector is relatively backward. Since March this year, the warming policy of the pharmaceutical industry has played a major role in boosting the strength of related stocks.

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On March 13, the State Council promulgated the institutional reform bill, which has made major adjustments to the administrative departments of the pharmaceutical industry. The National Health and Health Commission, the State Market Supervision and Administration Bureau, and the National Bureau of Medical Security have been analyzed. The industry analysts will study pharmaceuticals in the pharmaceutical industry. The three major systems of supervision, medical insurance payment, and medical services will have a positive driving effect. The advantages of leading enterprises will become more and more obvious. On March 13 and 16, the Drug Evaluation Center and the State Administration of Food and Drug Administration of the People's Republic of China released the “Cells” respectively. The key points for the consideration of clinical product pharmacy research and application data for therapeutic products. "Notice of the Informational Guide for Pharmaceutical Research Phase III Clinical Trials for Pharmaceutical Research".

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On the other hand, the performance of most pharmaceutical companies last year and the first quarter of this year shows that the industry is basically good. According to data from the National Bureau of Statistics, the total accumulated main business income and total profit of the industry in the year of of the pharmaceutical industry increased by 12.50% and 17.80% year-on-year, respectively. The annual growth rate of leading pharmaceutical companies that have published annual reports and quarterly reports exceeds the industry level. For example, net profit of last year's net profit was 791 million yuan, an increase of 47.45% over the same period last year. The net profit was 8.99 billion yuan, a year-on-year increase of 32.36%. In addition, vitamin prices are also one of the reasons for the surge in the performance of many pharmaceutical companies.

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Picking a Passive Thematic Fund Look at Two Points

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Compared with other sectors, the classification of the pharmaceutical industry is relatively complex. The medical theme funds are divided into health care industry, biotechnology industry, and pharmaceutical industry funds. There are 80 medical subject funds in the market, of which there are 35 index funds . Actively managed funds only 45.

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The reporter noted that from the perspective of short-term performance this month, the most common gains were passive index type funds. However, from the mid- to long-term performance of nearly one year and three years, the performance of the two is not the same. Up and down, active funds and index-based themed funds each accounted for half of the 12 funds that rose more than 20% annually.

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Generally speaking, it is easier to select index-type products than fund managers who choose active products. The selection of index products is generally accepted by the industry to look at the fund tracking index and tracking error. The broader the number of stocks covered by the index, the stronger the representation of the industry, and the smaller the tracking error, the stronger the managerial ability of the fund manager.

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From the fund's tracking index, in the past 10 years, the pharmaceutical index has surpassed the Hushen 300 increase, the pharmaceutical 100 index rose the best, 196.80%, Chinese medicine, 800 medicine followed by 800 medicine two There is a trend of catching up in the year, followed by full-fat medicine and 500 medicines. The latter two perform similarly. Some analysis shows that the reason for the highest yield of China Securities Medicine 100 lies in its strategic index. It selects the top 100 market capitalization companies from the pharmaceutical and pharmaceutical industry and the pharmaceutical retail industry, and distributes such weights, and other weighting strategies can play a rebalancing role. Certain excess returns. According to the error of the fund tracking, the tracking errors of the funds such as Guangfa Pharmaceutical Health Link, Guolian An Pharmaceutical 100, and Shen Wanlin Pharmaceutical Biological Index are relatively small.

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Selecting a fund manager with a medical background

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The performance of actively managed theme funds is closely related to the ability of fund managers to invest in research and stock selection, and these funds are also suitable for investors who choose stocks and have weak market judgment. According to industry analysts, due to the high professional requirements of pharmaceutical companies, fund managers who have a background in the pharmaceutical industry or who have worked in the pharmaceutical industry, analyst are good choices. In addition, the inspection cycle of product performance should also be pulled. For up to three years, choose a fund with historical performance support.

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Take Huitianfu Medical Service Mixing as an example. The fund's yield rate in the past year was 27.98%. It was established for nearly three years. Medical industry is one of the main areas of , and the establishment of the medical and pharmaceutical research team and the Huitianfu Medical PE subsidiary. According to statistics, Huitianfu Medical Services has a mixed scale of RMB 12.896 billion and is currently the largest medical subject fund. Its fund manager Liu Jiang has served as an analyst in the pharmaceutical industry, and Liu Jiang is in charge of the Huitianfu Global Medical Mixed RMB and Huitianfu Global Medical Center. The three funds of the mixed US dollar cash and the Huitianfu global medical mixed dollar cash are medical theme funds. In addition to the FusionExcel medical service mix, fund managers of products such as Wells Fargo Precision Medical Mix, China Shipping Healthcare Healthcare, and ICBC Healthcare have deeper experience in the pharmaceutical industry.

medicine thematic funds

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Fund Code fund referred recent month earnings fee precise medical operations
005176 rich mix 13.04% 1.50% 0.15% buy Opening an account to purchase
001417 Huitianfu Medical Service Mix 7_894 56_102_65473_910.16% 1.50 % 0.15% purchase account purchase
000831 ICBC healthcare 10.05% 1.50 % 0.15% purchase account purchase
399011 sea Healthcare theme stock 9.65% 1.50% 0.15% Purchase Account Opening Purchase
7_ 89456_146_65473_9 Source: Oriental Wealth Choice data , Galaxy Securities, deadline: 2018-03-22



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