CITIC Securities: The performance of traditional Chinese medicine zone is expected to gradually improve, following two directions.

On September 18, Jin Shi Data reported that in the first half of 2023, under the background of a high base, the performance of the traditional Chinese medicine zone will be under short-term pressure, but it is expected to gradually improve as the base effect fades and the peak season of autumn and winter approaches. It is recommended to focus on the following two directions: stocks with reasonable valuation and continuous stable rise in performance; stocks with good operating trends and performance elasticity brought by increased sales of key varieties.

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