Zhitong Financial APP learned that on November 10, affected by the news of block investment opportunities in the API industry, A-share pharmaceutical stocks rose. As of the press release, 301089.SZ rose by more than 13%; Hainan Pharmaceutical (000566.SZ) rose by the daily limit; and stocks such as Fengyuan Pharmaceutical (000153.SZ), Hengrui Pharmaceutical (600276.SH), Hanyu Pharmaceutical (300199.SZ) and 600557.SH Pharmaceutical rose.
On November 9, the National Development and Reform Commission and the Ministry of Industry and Information Technology issued a circular on the implementation plan for promoting the high-quality development of the API industry, according to the NDRC's website. By 2025, the development goal is to develop a number of high value-added and high-growth varieties, break through a number of green and low-carbon technology and equipment, cultivate a number of internationally competitive leading enterprises, and create a number of industrial agglomeration areas and production bases with global influence. The innovative development of the API industry and the level of advanced manufacturing have been greatly improved, the ability of green and low-carbon development has been significantly improved, and the toughness of the supply system has been significantly enhanced, providing strong support for the development of the pharmaceutical industry and forging characteristic long boards for international competition and cooperation.
Soochow Securities reported that: API policy occurs frequently, and the good industry focuses on the leader: following the release of the new API policy by NMPA in November 2021, it starts the collection of API production and supply information. The state has frequently issued industrial policies related to API, and the two powerful departments of the Development and Reform Commission and the Ministry of Industry and Information Technology have jointly issued a joint document, which once again shows that the state attaches importance to the API industry. In this notice, the main tasks of API development include technological innovation and upgrading, industrial green and low-carbon transformation, industrial agglomeration development, major equipment breakthroughs and so on.