Experts believe that: Pharmaceuticals will not significantly "earthquake" against Japan's import and export trade.

The business club reported on March 25th that after the earthquake near the east coast of Honshu, Japan, the domestic stocks of the A-shares market had a lot of anti-radiation concept stocks, and Merrill Pharmaceuticals, Lisang Pharmaceuticals, Renfu Pharmaceuticals and Puluo shares rose continuously. However, the pursuit of the capital market does not mean that companies can benefit directly. Experts said that raw material medicines will have some opportunities for Japanese export-related companies after the earthquake, but overall, the import and export business with Japan will not be significantly affected.

The proliferation of nuclear pollution caused by the destruction of nuclear power plants has caused ordinary people to panic. Because of this expectation, the concept of radiation protection in the A-share market after the earthquake was scrambled by funds, and the production of anti-nuclear radiation drugs by the Mei Luo Pharmaceutical and the production of potassium iodide tablets. Health and pharmaceuticals are continuously rising. A number of brokerage firms also issued research reports to remind the market to pay attention to the trading opportunities brought about by radiation protection. In this regard, the Deputy Secretary-General of the Chinese Chamber of Commerce for the Import and Export of Chinese Medicines and Health Products said that the enterprises benefiting from radiation protection drugs should first perform in the A-share market, but companies have not directly benefited from the import and export market. The reason is that Japan has strict restrictions on the import of preparations. Drugs entering the Japanese market must pass the Japanese GMP certification. At present, few domestic listed companies are qualified to export to Japan.

He said that relatively speaking, domestic companies that have the qualification for exporting raw materials to Japan may have some opportunities. The reason is that some of Japan's indigenous pharmaceutical companies are suspended due to the earthquake. The reconstruction of the company after the earthquake, the shortage of electricity, and radioactive material contamination may also affect the production and sales of local pharmaceutical raw materials. Therefore, the export business of such companies to Japan is expected to grow. In addition, Japan is also faced with efforts to prevent secondary disasters and prevent post-earthquake epidemics. In the future, there may be a large demand for such drugs, and the businesses of related domestic companies may benefit. However, under normal circumstances, after the disaster, it will receive a large amount of donations from the international community. Disaster relief will not have a significant impact on the profitability of pharmaceutical companies. However, at present, Japan is still in a crisis of nuclear radiation leakage, and whether nuclear pollution will continue to spread is an important external factor.

“In fact, Japan has a strong sense of earthquake resistance. At present, individual companies in some parts of the Northeast are suspending production for rectification, and business in other places is not affected.” Li Gang, president of China Medicine & Health Products Co., Ltd. said that after the earthquake, China The medical insurance company immediately sent a condolence letter to the Japanese customers. As a whole, the company's business to Japan is still normal and it is expected that it will not be affected too much in the future. “Japanese companies have strong adjustment capabilities. Even if a certain factory is affected, they can quickly allocate resources in other regions. Therefore, there may be some impact on the processing of incoming materials, but this will not be apparent in the short term. The raw material medicine exported to China may increase. Japan is an important import market for medical equipment in China, but most of the products have been localized. The situation of Japanese companies in the peripheral peripheral plants is very common. Only a few key components of Japanese-funded medical equipment sold on the Chinese market are produced in Japan. All other countries have already achieved domestic production. So, overall, the import and export trade with Japan is minimally affected by the earthquake." Li Gang predicts that there will be no "earthquake" for the pharmaceutical industry to import and export to Japan.