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Cailianshe News, August 12 (Reporter Zhang Liangde, Intern Reporter Dong Fangyu)Recently, there have been signs of a rebound in COVID-19 cases in Guangzhou, while the World Health Organization has warned that COVID-19 cases are increasing worldwide.

Perhaps influenced by this, today's pharmaceutical stocks related to the new crown concept rose generally, and the overall performance of the traditional Chinese medicine sector was outstanding, among whichXiangxue Pharmaceutical（300147.SZ）、Teyi Pharmaceutical（002728.SZ）、Yiling Pharmaceutical（002603.SZ）、Zhongsheng Pharmaceutical（002317.SZ）、Kanghui Pharmaceutical(603139.SH) and other companies’ share prices hit the daily limit. Chinese medicine ETF (560080) rose 2.73%.

A clerk at a chain drugstore in Guangzhou told Cailianshe reporters that sales of cold medicines have increased recently, including both Chinese and Western medicines. When asked by reporters if there are any particularly popular medicines, the clerk said,The symptoms of this new coronavirus are similar to those of the common cold, so they did not recommend specific medications. For patients who tested positive for the new coronavirus, the pharmacy recommended symptomatic treatment.

According to the provincial statutory infectious disease epidemic report in June and July 2024 released by the Guangdong Provincial Centers for Disease Control and Prevention, the number of cases of new coronavirus infection in Guangdong Province was 8,246 in June; it rose to 18,384 in July, with an increase of approximately 10,000 cases month-on-month.

Nationwide, according to the July National Novel Coronavirus Infection Epidemic Briefing released by the Chinese Center for Disease Control and Prevention, 203 new severe cases were reported in 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps in July. Among influenza-like cases, the positive rate of the new coronavirus continued to rise from 8.9% in the 27th week to 18.7% in the 30th week.

Cailian reporter called the securities departments of Kanghui Pharmaceutical and Teyi Pharmaceutical as an investor, and both companies said that production and operation activities were normal. An employee of a listed company said that the stock price limit was a market behavior.

Guangdong local pharmaceutical company Xiangxue Pharmaceuticals has once again seen a 20CM daily limit today, and the company's stock price has risen by 220.5% since July 30. The company's products include three major new crown prevention and treatment drugs. Yuekang No. 1 is a recommended drug for intervention of close contacts in Guangdong Province. In addition, the antiviral oral liquid has been included in the list of new crown pneumonia prevention and control materials by the Guangdong Provincial Health Commission, and the company's Juhong Tan cough liquid are both recommended drugs for the treatment of patients in the "Expert Consensus on the Prevention and Treatment of New Coronavirus Pneumonia with Traditional Chinese Medicines".

Xiangxue Pharmaceutical's main product, antiviral oral liquid, had a market sales volume of 430 million yuan in 2023, up 142.83% from the previous year, and the sales volume of the tangerine series was 217 million yuan, up 138.31% from the previous year. According to data from MinEnet, there are currently more than 20 manufacturers of antiviral oral liquids sold in retail pharmacies, and the top two companies in the market account for about 80% of the market share. Xiangxue Pharmaceutical ranks first in the antiviral oral liquid category in terms of sales.

Today, the share price of another local Chinese medicine company in Guangdong, Teyi Pharmaceutical, also hit the daily limit. The company's main product Zhikebao became a dark horse in the cough-relieving Chinese patent medicine category for sore throat and cough symptoms in 2023. According to the company's annual report, the sales volume of Zhikebao tablets exceeded 1 billion tablets in 2023. The company's acetaminophen tablets and ibuprofen tablets were also selected as commonly used drugs for fever symptoms in the "Reference Table of Commonly Used Drugs for Home Treatment of Patients Infected with New Coronavirus".

In addition, the market attention of Yiling Pharmaceutical has also increased significantly. Lianhua Qingwen Capsules/Granules, as respiratory medicines that are clearly marked as suitable for "mild and common types of new coronavirus pneumonia" in the drug instructions, ranked first among traditional Chinese cold medicines in China's public medical market in the first half of 2023, accounting for 26.19% of the market share (Minei.com data). According to Zhongkang Kaisi data, the market size of cold medicines/heat-clearing medicines at the retail end in 2023 is about 41.3 billion yuan, and Lianhua Qingwen Capsules/Granules account for 3.78% of the market share, ranking fifth.