当前位置:首页 > 研报详细页

医药行业研究报告:兴业证券-医药行业2014年2月投资月报:结构性行情有望延续,看好成长股-140206

研报作者:项军,徐佳熹,邓晓倩 来自:兴业证券 时间:2014-02-07 16:55:47
  • 股票名称
    医药行业
  • 股票代码
  • 研报类型
    (PDF)
  • 发布者
    li***xi
  • 研报出处
    兴业证券
  • 研报页数
    35 页
  • 推荐评级
    推荐
  • 研报大小
    11,300 KB
研究报告内容

industryId investSuggestion investS uggesti onChan ge 13E 14E 0.91 1.12 1.201.77 0.80 1.20 0.28 0.45 0.72 1.07 1.64 2.00 relatedReport 20141 2014-01-01 12 2013-12-01 11 2013-11-01 emailAuthor xiangjun@xyzq.com.cn S0190512040001 xujiaxi@xyzq.com.cn S0190513080003 dengxq@xyzq.com.cn S0190512070008 assAuthor sunxiaodong@xyzq.com.cn liming@xyzq.com.cn summary 11 2.20% 3007.682013 16.62% 4.42 2013 1 2013 2014 1 2 3 2 2 2014 title createTime1 201426 research@msjyfund.com.cn 12 ....................................................................... 1.11 ................................................................................................... 1.21 ........................................................................... 1.32 ................................ 21 .......................................................................... 2.11 ............................................................................... 2.2 ................................................................................................. 2.31 ....................................................................................... 3 .................................................................................. 4 ............................................................................ 5 .................................................................................... 6 ................................................................................ 7 .................................................................................................... 8 ................................................................................ 9 ........................................................................................................ 12014 ................................................................ 21 ................................................................. 32007 ..................................... 42007 A .................... 5 ................................................................... 6 ................................................................................... 7 ................................................................................... 12013-2014 .................................................. 22 ..................................................................... 31 .......................................................................... 420141 ................................... 51 ................................................................................... 6 ....................................................................................... 7 .................................................... research@msjyfund.com.cn 12 2014 1 2.20% 3007.68 201330052.27 Wind 2013.01.30 201412.20% 3007.682013 39.56% 30052.27 research@msjyfund.com.cn 1 112.20% 16.62% 20131-12 76.56% 201336.56% 40.00 30084.213002013 7.65% 2014 2014 1 35.85% 7.65% 5.70% 0.26% -1.34% -8.43% 6.62% 2.20% 4.42% 2014 6.62% 2.20% 4.42% 2013 12 13.92% 13.32% 10.18% 6.89% 1.20% -1.93% 7.26% 0.98% 6.28% 2013 11 7.29% 6.88% 5.11% 3.95% 0.41% -0.60% 3.84% 3.84% 0.00% 2013 10 -5.08% -9.44% -11.52% -12.37% -12.34% -12.84% -14.11% -11.1% -7.19% -3.91% 2013 9 26.74% 22.58% 13.65% 9.91% 5.95% 2.36% 1.20% 11.77% 7.91% 3.86% 2013 8 14.91% 1.47% 1.35% -1.08% -6.84% -6.96% 0.48% -0.05% 0.53% 2013 7 28.80% 23.94% 17.66% 16.50% 10.60% -7.18% 15.05% 9.49% 5.56% 2013 6 3.76% -2.25% -2.88% -6.15% -7.67% -12.05% -4.54% -10.81% 6.27% 2013 5 19.09% 18.42% 14.09% 11.99% (8.46%) 5.63% 13.05% 12.52% 0.53% 2013 4 5.70% 2.03% -1.53% (-3.52%) -9.07% -10.59% -2.83% -3.37% 0.54% 2013 3 14.49% 3.57% 7.23% 5.94% 1.49% -3.81% 4.82% 3.24% 1.58% 2013 2 25.45% 14.25% 11.91% 8.13% 6.45% 5.63% 11.97% 6.35% 5.62% research@msjyfund.com.cn 2013 1 21.78% 17.17% 8.90% 7.16% 5.64% 12.13% 11.59% 0.54% 20131-12 76.56% 36.56% 40.00% 2014 2014 201315-20% 2014 2013 2013 1 2013 2014 30 2014 1 2 3 22 2014 research@msjyfund.com.cn 14 2014 30% 2014 21 2.20% 3005.48% 3007.68 Wind 2014.01.30 201413036.86 TTM research@msjyfund.com.cn 300348.4% A 110.5% 2013 PE 34-352014 PE 30 Wind 2014.01.30 Wind 2014.01.30 9919 20% 71 49.46% 46.47% 35.85% 33.74% 31.29% 31.23% 28.95% 28.49% 28.08% 26.48% -9.88% -9.96% -10.21% -10.27% -10.66% -11.07% -11.49% -13.18% -16.92% -17.96% research@msjyfund.com.cn Wind 2014.01.30 3 . 300IU 42.844.41 -3.63% 400IU 51.7954 -4.09% 300IU 42.844.58 -3.99% 25mg*48178.5227.83 -21.65% 50mg 72294.78 -75.58% 100mg 379502 -24.50% 100ml:30g 189.7201 -5.62% 1mg*3021.6836.21 -40.13% 50mg 239294.78 -18.92% 50mg*50490503 -2.58% 20ml 6g 60600.00% 1ml 5mg 10.44 0.5g*3021.9124.76 -11.51% 0.25*2421.5531.20 -30.93% 10% 2013 research@msjyfund.com.cn : GMP 35% 35 X = 35-10 ×Nmin △N+10 X △NNmin 1 . 3 32 4 43 5-6 54 7-8 65 9-10 76 3 1 115 3 3 research@msjyfund.com.cn 9 research@msjyfund.com.cn 201418 2014113 53 53 3ml 52.675144.4242.68 0.25g 45.99 research@msjyfund.com.cn 3.5% 0.26g 26.032.1% 0.4g 255.6% 0.35g 11.04 31.1820% 2009 20092% 2009 15% 7% 10% 1 2009 research@msjyfund.com.cn 10% \ —— DRGS -8% -2% -2% -10% -7% -1% -1% -7% 0% 0% 0% -12% 0% 0% 09 15% 0% 0% -1% -5% 0% -2% 0% research@msjyfund.com.cn 0% 0% 0% -13% 2014 44 5 GMP GMP 3030 50% GMP/ GMP 35 12 51.055 1 2 \ 6550 15 353-415-8 research@msjyfund.com.cn 293 \ 1-2 1239 9 research@msjyfund.com.cn 11 424.5 5% 2472358 765 GMP 45 12 20001-05[ ][ ] 1 1,600268.48 3.76703.32% 20130-20% 2013 27% 32% 2013 GMP .15% 21.67% 20142014 BHB GMP 20144 GMP 1351.02% 100 97.6111107400 / 397.6 / 2,300 GMP 10701485 1040 GMP 54,901 2.99 GMP 13 1 1,600 268.483.7670 3.32% 20130-20% 2013 27% 32% 2013 GMP 15 BHB 1893 9.47% 16 GMP 30 H7N9 2014 2014 research@msjyfund.com.cn 30234 5% 5,480,1651.3978% 2013 40%-70% 1 8,445.0018,44555.586% GMP 17 201330%-50% 5 5 5% 5001.2754% 28403.5 H 2014 BH GMPBT 19 18 20.05110022055 BHB 39,139 B 50600 2.37% 2,537.44 GMP 195,710,78467.96% 66,745,032 23.84% Pureorg 153,4450.05% 15.99-16.09 / 500010.52% 61.4 19 72.99 / 1186.254360.35 130% 25% 20%-30% 20%-40% 16.42-16.732013 72050% B 110 IPO 40%~45% 2000 62% ,20131-1178570.0-7.55% 2014 2014 50%-80% 10%-33% research@msjyfund.com.cn 7.58162014 252,227,171 4.49 / GMP 300 4,878.044.52% 112 SPLAcquisition Corp. SPLAcquisition Corp. SPLAcquisition Corp. 3 20660 40.00 / 1,824.9813699.92501,125.0563 213.89274 0.4675240503% 729.9813 40.00% 1,09560.00% 113 1166.2201346.1917.12% 4.8610.08% eps1.64100000 9.30 / 4942 10.30% 33128002.16% 850 154062002014 5%-15% 0%-15% ( ) 114 4000100 -500 40%-60% 19% 5501.4028% Mucosis SynGEMRMimopath 3,857.07 3.7 105,000 D- -D- 30%-50% 226,0000.06% 1050 ( 5.25%) 6 1 31.92 943,1808.6670%-80% 1.9 H 2013461,868.0017.12% 48,621.0310.08% 115 GMPBH 12602.66% 500 GMP 1.496 15.38% 0.752.41% 0.702.59% 300 1.49% A 10 0.60 ( ) 7748.04 research@msjyfund.com.cn 22005.29% 1050 2.23% 116 0-20% 15.38% 2.59% eps0.39 GMP BH 1.3-1.5 1260 2.66% 500 GMP 300 1.49% A 100.60 ( ) 22005.29% 1050 2.23% 117 1710.23%-1749.87% 13000150001260 2.66% 1.4886.94% 3.30 30%-40% 355 0.9492% 15%-35% 2013 35%-60% 3000 16001.72% 1300 4500 119 62.514.25 / 0.14% 1249.139.99% FDA . 120 BH 820.1202 2.1930% 100%-87.85% 3600.74% 862.671.76% 3500 HH 2013 47.68%-65.47% 14.92%-35.63% 2013 41,941.529,036.92 8,099.75 22.01% 30.53% 30.64% 2014 25% 30% 121 20136.256.88% 2.78 63.82% EPS0.1820133.9730.63% 0.4623.82% EPS0.311010 0.5 GMP 201325%-45% 85% 2013 10108.64% 122 20130.78-1.05 -15%-15% 201360% 70% 2013 0.84-0.9413.60-27.12% 23.75-38.45% *ST 20131100-1500 80% research@msjyfund.com.cn 8905% 2014 100% 2012 -7.4 2014 11710.43% 1 213.20% 2013711 49.02% 648750 0.5188% 2014 55.586% 123 20131.06-1.188%-20% 20131900-2600 -19% 11% 20137600-880026.27%-46.21% 7500-8300 28421 766 5.32% 1.58% 1 2014 70% 2.18% 124 20131.06-1.3080%-120% EPS0.1453-0.17769096 3929.42% 2013200-400 EPS0.008-0.016 20131.4-1.5 33.33%-37.78% 2013 1900-2600 -19%-11% 2013 1.00-1.17 -37.59% -27% 2013 7890 -86425.00%-15.00% 2013700 -11002013 7506825% 2013 3036 -4416 -20% -45% 1.5120132000 17643.96% 6.81% 7.04% 126 League Agent(HK)Limited 24.37% League Agent(HK)Limited A 2013 135%-160% 127 20135-25% 2013 -7000 -5500 EPS-0.068 -0.05342013 2.19-2.2920%-25% 2013 3076-4022 EPS0.07-0.092013 4.2421.74% EPS2.822013 190%-220% 20131.25 1.91% EPS0.442013 -900 -13502013200%-250% research@msjyfund.com.cn 20135%-15% EPS0.42-0.472013 72.58%-99.36% 25-33% 2013 1.9327.01% EPS0.812013 1.72 -24%,EPS0.5520138807-10162 30%-50% 20135908-6445 10%-20% EPS0.31-0.3420131.70 130.52% EPS0.3879 40% 100% H7N92014 PPSH7N9 2014 128 40%-60% 2014 23%-30% 2013 6108-721810%-30% 013 2500-3000711.95%-874.34% EPS0.05-0.062013 60%-95% 2 H7N92014 1212 1.61% 129 20132580-28380%-10% 1.84% 20138696-9663 -10%-0% 20132,190.35 -3,285.53 10% 40% 20133,900 -4,35010.22%-22.94% 8,500 GMP 40% 0.56% 2.41% 4 127 0101 2014 1 0101 + 0104 0105 —— 2013.12.30-2014.1.5 0105 0105 0106 20141 0106 ——20131-11 0109 0110 0112 0112 research@msjyfund.com.cn 0112 0113 —— 2013.1.6-2014.1.12 0113 2013-12 0114 0116 0118 0119 —— 2014.1.13-2014.1.19 0119 1314 0121 0124 0126 0126 2014.1.20-2014.1.26 0126 0129 0129 / 7 696 / 2013-2015 EPS 1.862.242.70 1-2 2014 20142015 2013-2015 EPS 1.241.551.93 25-30% research@msjyfund.com.cn 2013-2015 EPS 1.652.002.462014 20 “ ” 20127 70% 2013 2013-2015 EPS 0.510.630.77 201431 , 20127 20145-6 2014 10 IVD 2013 2014 1201532016 2015 2013-2015 EPS 1.201.772.45 research@msjyfund.com.cn Q4 2014 20131 2014 20134000 201266 2014 13 25 2013-2015 EPS 0.490.630.85 201433 12% 2013-2015 EPS 2.893.664.57 “ ” 42013 2013 EPS 3.18-3.36 25% “ ” research@msjyfund.com.cn 20% 201362014 ICU 287% 2013-2015 EPS 0.801.201.60 “ ” 5 20131-1220131-12 17.99% 17.76% 1-121-110.52 0.531213.7% 14.4% 2014 2013 2014 1-12 13.72% 14.13% 15.78% 16.43% 21.09% 21.40% 17.46% 13.17% 26.88% 30.89% 2013 2014 research@msjyfund.com.cn research@msjyfund.com.cn 6 1 VE 127-ADCA 6-APA 1 research@msjyfund.com.cn research@msjyfund.com.cn research@msjyfund.com.cn 7 ANIPharma ceuticals(NASDAQANIP) 1250 (TEVA) 31 ANIPharma Baudette 7 1170 ANI 1250 2014 20141 210 NIHNIH Dr. Dong-Pyou Han NIH Dr. Dong-Pyou Han NIH1000 20131 NIHDr. Dong-Pyou Han IgG NIHDr. Michael Cho nanorobot 3 research@msjyfund.com.cn General Electric 10.6 Thermo Fisher Scientific 2.5 (FDA) (AZN) 2 FDA 12 dapagliflozin Farxiga (BMY) 40 19 9 ABRAXANE 20139 ABRAXANE ABRAXANEABRAXANE 1.7 201818.4 164.61 X X ( FDA) FDA (Carlyle Group LP) 40 (Johnson & Johnson) 4042 Ortho Clinical Diagnostics Datamonitor Healthcare 10 HIV 40% 20131192022168 HIV 2020173 BioClinica CCBR-Synarc BioClinica BioClinica 2014 2013 JLLPartners 123 BioClinica Ampersand Capital Partners CoreLab Partners BioClinica KKR GBIResearch 2019 10% CAGR research@msjyfund.com.cn 20122.5620195.019.9% 20121.3720192.65 2 Roche Herceptin trastuzumab Herceptin 2010 FDA 2014 2019 -- -- H7N9 H7N9 13043 H7N9 Tamiflu Relenza Alferon NH7N9 Alferon NH7N9 Alferon NFDA H7N9 8 A 7 13EPS 14EPS 15EPS 13PE 14PE 15PE 600276 37.47 0.91 1.12 1.38 41.2 33.5 27.1 510 000963 46.12 1.36 1.71 2.16 33.9 27.0 21.4 200 002294 31.75 1.24 1.55 1.93 25.6 20.5 16.5 208 002653 22.44 0.49 0.63 0.85 45.8 35.6 26.4 242 002422 44.90 2.50 2.95 3.48 18.0 15.2 12.9 216 600079 25.96 0.80 1.10 1.44 32.5 23.6 18.0 137 600062 19.80 1.22 1.47 1.78 16.2 13.5 11.1 113 002437 44.50 0.80 1.20 1.60 55.6 37.1 27.8 125 000513 46.83 1.64 2.00 2.46 28.6 23.4 19.0 138 002262 26.75 0.54 0.71 0.94 49.5 37.7 28.5 88 300006 32.60 0.40 0.48 0.55 81.5 67.9 59.3 66 300255 28.70 0.62 0.84 1.13 46.3 34.2 25.4 54 600420 15.50 0.55 0.70 0.85 28.2 22.1 18.2 45 300110 9.55 0.30 0.41 0.49 31.8 23.3 19.5 43 002020 15.19 0.28 0.45 0.68 54.3 33.8 22.3 38 300016 10.80 0.24 0.31 0.41 45.0 34.8 26.3 33 002001 17.44 1.25 1.57 1.85 14.0 11.1 9.4 127 600267 15.37 0.38 0.44 0.49 40.4 34.9 31.4 129 600521 13.06 0.49 0.56 0.64 26.7 23.3 20.4 103 600216 9.96 1.80 2.00 2.10 5.5 5.0 4.7 93 300267 42.27 0.75 0.90 1.10 56.4 47.0 38.4 101 002099 6.69 0.10 0.15 0.20 66.9 44.6 33.5 22 000538 91.83 2.89 3.66 4.57 31.8 25.1 20.1 638 600535 44.84 1.07 1.44 1.89 41.9 31.1 23.7 463 000999 24.22 1.26 1.57 1.95 19.2 15.4 12.4 237 600518 17.18 0.91 1.18 1.48 18.9 14.6 11.6 378 600332 27.11 0.85 1.17 1.51 31.9 23.2 18.0 350 600085 18.58 0.51 0.63 0.77 36.4 29.5 24.1 244 000423 36.15 1.86 2.33 2.91 19.4 15.5 12.4 236 002603 35.19 0.60 0.82 1.11 58.7 42.9 31.7 198 600436 86.71 3.16 4.00 5.07 27.4 21.7 17.1 140 600252 12.91 0.66 0.86 1.08 19.6 15.0 12.0 141 research@msjyfund.com.cn 300026 43.02 0.93 1.30 1.77 46.3 33.1 24.3 161 600557 36.39 0.71 0.97 1.31 51.3 37.5 27.8 151 600594 39.19 1.13 1.41 1.74 34.7 27.8 22.5 155 600572 13.51 0.52 0.67 0.85 26.0 20.2 15.9 109 600422 21.87 0.71 0.95 1.24 30.8 23.0 17.6 75 300039 18.70 0.62 0.81 1.07 30.2 23.1 17.5 98 002317 23.30 0.58 0.82 1.15 40.2 28.4 20.3 84 300147 27.80 0.39 0.60 0.79 71.3 46.3 35.2 109 600993 15.88 0.70 0.85 1.06 22.7 18.7 15.0 53 000650 5.10 0.35 0.42 0.50 14.6 12.1 10.2 51 002412 35.93 0.72 1.07 1.41 49.9 33.6 25.5 53 600750 15.99 0.69 0.77 0.84 23.2 20.8 19.0 50 300181 34.15 0.55 0.72 0.91 62.1 47.4 37.5 49 300003 16.90 0.52 0.60 0.70 32.5 28.2 24.1 137 600587 83.67 1.20 1.77 2.45 69.7 47.3 34.2 166 002223 27.99 0.52 0.65 0.83 53.8 43.1 33.7 149 300273 30.62 0.45 0.66 0.93 67.4 46.4 32.9 135 300298 63.76 1.35 1.83 2.40 47.2 34.8 26.6 85 300171 35.79 1.43 1.69 1.94 25.0 21.2 18.4 74 300326 70.38 0.90 1.33 1.74 78.2 52.9 40.4 54 300206 28.41 0.37 0.54 0.70 76.8 52.6 40.6 37 300030 23.12 0.26 0.35 0.47 88.9 66.1 49.2 34 600529 10.62 0.55 0.65 0.78 19.3 16.3 13.6 27 600055 12.76 0.17 0.25 0.30 75.1 51.0 42.5 28 300216 11.95 0.55 0.65 0.78 21.9 18.3 15.2 22 300015 32.70 0.55 0.74 0.98 59.5 44.2 33.4 142 300244 62.94 0.62 0.83 1.04 101.0 75.8 60.6 75 600763 36.33 0.63 0.82 1.09 57.7 44.3 33.3 58 002252 49.12 0.49 0.56 0.62 100.2 87.7 79.2 240 002038 52.47 1.45 2.02 2.52 36.2 26.0 20.8 240 300146 76.30 1.32 1.92 2.74 57.8 39.7 27.8 250 300122 53.60 0.67 0.90 1.15 80.0 59.6 46.6 214 002007 30.05 0.76 0.88 1.03 39.5 34.1 29.2 175 600867 12.72 0.28 0.38 0.52 45.4 33.9 24.5 118 600161 21.18 0.73 0.89 1.07 29.0 23.8 19.8 109 300199 25.28 0.26 0.32 0.42 97.2 79.0 60.2 101 002022 22.85 0.60 0.72 0.87 38.1 31.7 26.3 112 002030 16.25 0.22 0.25 0.31 74.5 63.8 52.6 74 300204 25.91 0.68 0.92 1.21 38.1 28.2 21.4 62 300289 32.80 0.82 1.03 1.32 40.0 31.8 24.8 50 601607 13.39 0.82 0.92 1.03 16.3 14.6 13.0 360 000028 52.88 1.86 2.23 2.65 28.4 23.7 20.0 152 600511 20.68 0.86 1.06 1.31 24.0 19.5 15.8 99 Wind 2014.02.06 9 research@msjyfund.com.cn 12 / , 12 / , 15% 5% 15% -5% 5% -5% 021-38565916 dengyp@xyzq.com.cn 021-38565795 luolf@xyzq.com.cn 021-38565938 shengyj@xyzq.com.cn 021-38565915 yangchen@xyzq.com.cn 021-38565966 wangz@xyq.com.cn 021-38565411 fengcheng@xyzq.com.cn 021-20370618 wangxi@xyzq.com.cn 1199120200135 021-38565955 010-66290197 zhusd@xyzq.com.cn 010-66290223 lidan@xyzq.com.cn 010-66290195 xiaoxia@xyzq.com.cn 010-66290223 zhengxiaoping@xyzq.com.cn 010-66290190 wulei@xyzq.com.cn 010-66290220 liuxiaoliu@xyzq.com.cn 26609100033 010-66290200 0755-82796036 zhuyy@xyzq.com.cn 0755-82790526 lisheng@xyzq.com.cn 0755-82797217 yangjian@xyzq.com.cn 0755-82790526 shaojingli@xyzq.com.cn 4068151502-1503518048 0755-82562090 021-38565452 liuyirong@xyzq.com.cn 021-38565450 xuhao@xyzq.com.cn 021-38565982 gongxuemin@xyzq.com.cn 021-38565439 chanchiwan@xyzq.com.cn 1199120200135 021-38565955 research@msjyfund.com.cn / / research@msjyfund.com.cn

推荐给朋友: 收藏    |      
尊敬的用户您好!
         为了让您更全面、更快捷、更深度的使用本服务,请您"立即下载" 安装《慧博智能策略终端
         使用终端不仅可以免费查阅各大机构的研究报告,第一手的投资资讯,还提供大量研报加工数据,盈利预测数据,历史财务数据,宏观经济数据,以及宏观及行业研究思路,公司研究方法,可多角度观测市场,用更多维度的视点辅助投资者作出投资决策。
         目前本终端广泛应用于券商,公募基金,私募基金,保险,银行理财,信托,QFII,上市公司战略部,资产管理公司,投资咨询公司,VC/PE等。
慧博投资分析手机版 手机扫码轻松下载