Lithium mining, Tesla, lithium batteries, new energy vehicles and other new energy themes were cold, and the main funds fled to industry leading stocks.
Contemporary Amperex Technology Co.Limited(300750) fell nearly 9%, and the gem index fell more than 4%
In the morning, A-share performance was weak, and the Shanghai stock index once turned red and then turned green again. The concept of tax exemption, shipping concept, aquatic products, horse racing concept and digital currency led to the rise of the theme of lithium on Monday, lithium, Tesla, lithium batteries, new energy vehicles, Baijiu and other strong topics. The early decline was over 3%.
As of midday closing, gem index fell 4.27% and fell to 2800 points, the first time since April last year. Since the high point on November 29, 2021, gem index fell by 20%, entering the technical bear market range.
The new energy track leader Contemporary Amperex Technology Co.Limited(300750) once fell nearly 9% in early trading, and the share price fell below 530 yuan / share. Leading lithium battery industry stocks such as Ganfeng Lithium Co.Ltd(002460) , Eve Energy Co.Ltd(300014) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Shenzhen Senior Technology Material Co.Ltd(300568) , Hunan Zhongke Electric Co.Ltd(300035) all retreated significantly.
According to the data of capital flow in early trading, Contemporary Amperex Technology Co.Limited(300750) won the highest net outflow of main funds, reaching more than 1 billion yuan. The net outflow of main funds such as Wuliangye Yibin Co.Ltd(000858) , Byd Company Limited(002594) , Ganfeng Lithium Co.Ltd(002460) , Kweichow Moutai Co.Ltd(600519) , Aba Chemicals Corporation(300261) exceeded 300 million yuan.
cro sector dived in early trading, and Yaoming biology’s latest response
In early trading, the cro sector dived, and the leading Wuxi Apptec Co.Ltd(603259) fell by the limit. The number of closed orders on the limit once reached 111000, with a capital of more than 1 billion yuan. the latest share price hit a one-year low, falling by more than 45% from the historical high, and the market value of A-Shares fell to 241.1 billion yuan.
Other cro concept stocks such as Pharmaron Beijing Co.Ltd(300759) fell more than 12% during the session, and Joinn Laboratories (China) Co.Ltd(603127) , Porton Pharma Solutions Ltd(300363) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) fell more than 5%. In terms of Hong Kong stocks, the two major pharmaceutical companies related to cro, Yaoming biology and Wuxi Apptec Co.Ltd(603259) also plunged sharply.
According to media reports, the Biden administration of the United States on February 7 included 33 Chinese entities in the “unverified list” of the Ministry of Commerce, imposed new restrictions on these entities’ access to products from U.S. exporters, and asked U.S. companies wishing to do business with these Chinese companies to conduct additional investigations. Most of the companies included in the list are electronics companies, but there are also optical companies, a wind turbine blade company, as well as the University’s national laboratory and other companies.
On February 7, according to the information on the “federal release” website, the Bureau of industry and security (BIS) of the U.S. Department of Commerce released an updated “unverified list (UVL)”, which will be posted online on February 8. In this “unverified list (UVL)”, 33 Chinese units have been added, cdmo Yaoming biology and Yaoming Biology (Shanghai) are listed.
Yaoming biology issued a statement in this morning, saying: we learned that the US Department of Commerce recently announced that two Yaoming Biology (Cayman) subsidiaries in Shanghai and Wuxi will be added to the Department’s “unverified list” (UVL) on February 8, 2022, but the “unverified list” is not the US “entity list” or “blacklist”.
The company also said that since both Shanghai and Wuxi companies have built production capacity, there is no need to buy new reactors, and the filter also has a global supply chain. Therefore, this incident has little impact on the company’s import business. The company will continue to provide services to global partners without affecting its business. At present, the company’s lawyer team in the United States is working urgently and preparing to negotiate with the U.S. Department of Commerce tomorrow.
At about 10:50 in the morning, Yao Mingsheng suspended trading in Hong Kong stocks. Before the suspension, the share price fell 22.77% , and the latest market value fell to HK $262.4 billion (equivalent to about RMB 214 billion).
more than 1500 funds have heavy positions in the cro sector, and the share prices of four leading funds have halved
In recent years, the penetration rate of cro industry has continued to increase, and it is regarded as one of the golden racetracks of the pharmaceutical industry. In 2019, the scale of China’s cro, chemical cdmo / CMO, cell and gene therapy cdmo / CMO industry was about US $20.1 billion. The organization expects the scale of the industry to reach US $43.2 billion in 2023, with an average annual compound growth rate of about 21.1% from 2019 to 2023.
With the rapid development of the industry, the cro sector has been greatly sought after by the market in the past few years. According to the statistics of securities times · databao, more than half of the cro concept stocks have increased by more than twice in the past three years, and the three stock ranges of Porton Pharma Solutions Ltd(300363) , Shanghai Medicilon Inc(688202) , Pharmaron Beijing Co.Ltd(300759) have increased by as much as 10 times.
By the end of last year, cro concept stocks had held positions in 1566 funds in total. Five shares including Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Porton Pharma Solutions Ltd(300363) were held by 100 institutions. Wuxi Apptec Co.Ltd(603259) is the most popular fund, and the number of funds with positions reached 660 at the end of last year. The data show that compared with the third quarter, the ranking of the top five heavyweight stocks of China EU medical and health fund remained unchanged at the end of the fourth quarter of last year, followed by Wuxi Apptec Co.Ltd(603259) , Aier Eye Hospital Group Co.Ltd(300015) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) and Pharmaron Beijing Co.Ltd(300759) , Wuxi Apptec Co.Ltd(603259) is still the largest heavyweight stock of Ge Lan, manager of China EU medical and health fund, the “goddess of medicine”.
Since the cro concept index hit an all-time high in October last year, the whole sector has fallen into adjustment. Data treasure statistics show that as of the closing on February 7, compared with the high point of nearly a year, the average withdrawal range of cro concept stocks reached 42.84%. The pullback range of Pharmablock Sciences (Nanjing) Inc(300725) , Shanghai Medicilon Inc(688202) , Pharmaron Beijing Co.Ltd(300759) , Hangzhou Tigermed Consulting Co.Ltd(300347) and other leaders exceeded 50%.
In terms of capital, after new year’s day, northbound capital reduced its holdings of Wuxi Apptec Co.Ltd(603259) more than 16 million shares. According to the rough calculation of the average transaction price, the reduction amount was 1.88 billion yuan. Pharmaron Beijing Co.Ltd(300759) , Pharmablock Sciences (Nanjing) Inc(300725) , Hangzhou Tigermed Consulting Co.Ltd(300347) and other three shares were slightly increased, with an increase of more than 100 million yuan. After the financing customer Festival, the overall reduction rhythm is also. During this period, the net sales of more than 100 million yuan include Pharmablock Sciences (Nanjing) Inc(300725) , Porton Pharma Solutions Ltd(300363) , Pharmaron Beijing Co.Ltd(300759) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Wuxi Apptec Co.Ltd(603259) .
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