Trillion “Ning Wang” rare slump, Baijiu chip lithium power down! The United States again? 300 billion pharmaceutical giant collapse

On the second trading day of the year of the tiger, the fall was a little urgent and panic: both taking medicine and drinking fell sharply, and “ningwang” couldn’t hold up. It was rare that it fell by more than 9% and the market value evaporated by more than 120 billion! Gem directly fell below 2800 points, closing down more than 4%.

Among them, 100 billion pharmaceutical giants: Yaoming biology and Wuxi Apptec Co.Ltd(603259) were suddenly included in the “unverified list” by the United States. The A shares of Wuxi Apptec Co.Ltd(603259) directly collapsed and fell to the limit. Yaoming biology suspended trading in Hong Kong, and the share price fell nearly 23% before the suspension.

“ningwang” fell by more than 9%

The market value of has evaporated by nearly 120 billion

“Ningwang” fell nearly 10% in early trading. As of the closing, the stock price fell by 8.88% to 528 yuan per share, and the market value evaporated by nearly 120 billion to 1.23 trillion yuan. The transaction volume reached 7.6 billion.

chip giants and apple chain leaders both fell nearly 10%

gem fell by more than 4%

Not only the “ningwang” plummeted, but also the collective leaders of major sectors plummeted. 100 billion chip leader Naura Technology Group Co.Ltd(002371) fell nearly 10%.

300 billion Apple chain leader Luxshare Precision Industry Co.Ltd(002475) fell nearly 10%.

Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and others continued to decline, down more than 7%; Sungrow Power Supply Co.Ltd(300274) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Sanan Optoelectronics Co.Ltd(600703) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Gigadevice Semiconductor (Beijing) Inc(603986) followed the decline.

So far, the gem fell below 2800 points, closing down 4.27%.

All three indexes are green.

was included in the “unverified list” by the US Department of Commerce

A shares fell by the limit, and Hong Kong stocks once fell by 30% and were urgently suspended!

Of course, the biggest news this morning was that the pharmaceutical giant “Yaoming” fell sharply.

Yaoming biology, which was listed in Hong Kong stocks, once fell more than 30%, and then suspended trading near 11 o’clock. Before the suspension, its share price fell nearly 23%, with a share price of HK $62.25 and a market value of HK $262.4 billion.

The opening price of Wuxi Apptec Co.Ltd(603259) listed on A-Shares suddenly collapsed and fell by the limit. The latest share price was 94.05 yuan per share, with a market value of 270.1 billion yuan.

The Wuxi Apptec Co.Ltd(603259) listed on Hong Kong stocks once fell by more than 20%, and still fell by more than 15% as of press time.

The sudden collapse came from a sudden news in the United States.

On the 7th, the U.S. government included 33 Chinese entities in the “unverified list” of the Ministry of Commerce, imposed new restrictions on their access to products from U.S. exporters, and asked U.S. companies that want to do business with these Chinese companies to conduct additional investigations.

In this “unverified list (UVL)”, cdmo Yaoming biology and Yaoming Biology (Shanghai) are listed. Public information shows that Wuxi Apptec Co.Ltd(603259) and Yaoming biological belong to the same actual controller.

According to the latest revenue structure of YaoMing biology, the revenue in the United States accounts for nearly 50% and that in China is only 26.35%, which is extremely dependent on overseas markets.

After the news came out, “Yaoming” was a collective drop in stocks.

Moreover, the CXO sector plummeted across the board. Pharmaron Beijing Co.Ltd(300759) fell 10% and Hangzhou Tigermed Consulting Co.Ltd(300347) fell 9%.

response: not “entity list” or “blacklist

minimal impact

Yaoming biological response was included in the “unverified list” of the U.S. Department of Commerce, saying: we understand that the reason for this action is that the U.S. government agency failed to carry out the necessary end-use verification in order to export some equipment from U.S. suppliers. The “unverified list” is not a more well-known “entity list” or “blacklist” of the United States.

Yaoming bio has been importing some hardware controllers and some hollow fiber filters of bioreactor in the past 10 years. These products are subject to U.S. export control, but have been approved by the U.S. Department of Commerce. We comply with all U.S. export control regulations. We will not re export or resell these items to any other entity. The Ministry of Commerce has a set of routine procedures to verify whether these items can be used properly on the website (i.e. for self use and shall not be resold). Due to the 2019 coronavirus pandemic, this process has not been completed in the past two years.

This will not affect our business or our ongoing services to global partners. This has little impact on our imports, because such equipment is not required after the construction of factories in Shanghai and Wuxi. We welcome to check at any time to remove from such lists. We are also taking interim measures to remove these subsidiaries from the list before inspection.

At the same time, according to the Hong Kong Economic Daily, Yaoming biological executives mentioned in the China Securities Co.Ltd(601066) teleconference this morning that enterprises included in the list of unverified entities (UVL) can take relevant measures to strive for removal from the list, mainly because the company makes its own commitments (relevant export controlled products are used for its own use and not for resale), or waits for the inspection of the US Department of Commerce. 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.

nearly 190000 investors were stunned

or Greenland’s first heavyweight stock

Data show that as of the end of the third quarter, Wuxi Apptec Co.Ltd(603259) listed on A-Shares had 187000 shareholders.

Ge Lan’s central European medical and health is the first heavyweight stock, which is Wuxi Apptec Co.Ltd(603259) . According to the fund’s four seasons report, from the perspective of positions, the ranking of China Europe medical health in the fourth quarter of 2021 relative to the top five heavyweight stocks in the third quarter has not changed, and all of them have increased their holdings. Among them, Wuxi Apptec Co.Ltd(603259) is the largest heavy stock of the fund. In the fourth quarter, it increased its holdings of Wuxi Apptec Co.Ltd(603259) by 24806700 shares to 65.7161 million shares, and its position rose to 10.05%.

Baijiu fell

Kweichow Moutai Co.Ltd(600519) once fell more than 4%

Not only that, the “drinking” market is also fierce.

Kweichow Moutai Co.Ltd(600519) fell by more than 4% and closed down 3.64%. The share price was 1800 yuan and the market value was 2.26 trillion yuan.

In addition, Anhui Yingjia Distillery Co.Ltd(603198) , Anhui Gujing Distillery Company Limited(000596) fell by more than 6%, Sichuan Swellfun Co.Ltd(600779) , Wuliangye Yibin Co.Ltd(000858) fell by nearly 5%, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Luzhou Laojiao Co.Ltd(000568) all the way down.

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