To The Moon

Today, after the introduction of the "New Coronary Virus Antigen Detection Application Plan", stocks related to antigen testing concepts have risen, but only the A-share sector has a significant increase, and H-shares have not reflected much. For example, Livzon Pharmaceutical has only a small increase. Therefore, I think that instead of focusing on stocks in this type of sector, it is better to find a stock that has potential and has a similar relationship with the concept of the new crown. The effect may be better. Moreover, this stock has been listed in Hong Kong for some time. What kind of stock is it? He is from China Traditional Chinese Medicine.HK$TRAD CHI MED(00570)$ . Why do I choose Chinese medicine? 

The reasons are as follows: 

1) The concept of the new crown is coming to an end, but China Traditional Chinese Medicine has taken the opportunity to develop traditional Chinese medicine formula granules, such as Lianhua Qingwen Capsules, etc., which have a wider overseas market, so they have gained a lot of popularity and helped the business develop rapidly.

2) Traditional Chinese medicine formula granules have been included in the medical insurance, and all hospitals can prescribe them, and it has led the formulation of a number of national standards, so that traditional Chinese medicine can also accurately determine the quality of ingredients and standardize testing. And also get the support of the government. 

3) Traditional Chinese medicine formula granules are also conducive to promoting the development of traditional Chinese medicine informatization, and are more conducive to the development of smart Chinese medicine prescriptions and other work. It is even an indispensable prerequisite for the informatization of traditional Chinese medicine.

4) Chinese traditional Chinese medicine is a leading enterprise in China, with a market share of over 60%, and with the help of the new crown, it has opened up the overseas market of traditional Chinese medicine, leading the general direction of the development of traditional Chinese medicine. 

Based on the above points, I think the development potential of Chinese traditional medicine is greater than these antigen testing concept stocks. Although China Traditional Chinese Medicine fell nearly 10% today because Sinopharm did not propose privatization. But if you think about it again, this company is considered to be privatized. Although it is a rumor, it is more or less related to this company's ability to produce golden eggs, so it will have the opportunity to be privatized. The current drop in stock prices may be a good opportunity to buy. China Traditional Chinese Medicine is a stock to watch.

$HSI(HSI)$ $Meituan(03690)$ 

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