Several assisted reproductive stocks suddenly rose near midday trading, and Dajia Weikang and Honz Pharmaceutical Co.Ltd(300086) quickly closed the board after opening in the afternoon, with a closing increase of 20%.
On February 21, more than 3400 shares in the A-share market became popular, with a full day turnover of more than 900 billion yuan, an increase of more than 90 billion yuan over the previous trading day. The turnover of five shares exceeded 5 billion yuan, namely China stock market news, Contemporary Amperex Technology Co.Limited(300750) , Tianqi Lithium Corporation(002466) , Andon Health Co.Ltd(002432) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) .
rise of science and technology theme
the decline of leading securities companies in the year was close to 30%
According to the statistics of the securities times and databao, China stock market news, a leading brokerage, ranked first in terms of one-day turnover of 9.58 billion yuan. The stock closed down 3.43%, and the latest price hit a nine month low, with a decline of nearly 30% during the year. The Bull Stock Andon Health Co.Ltd(002432) of covid-19 detection concept rose again today, and the latest a stock market value approached 35 billion yuan.
A-share technology themes rose strongly, and the three indexes of East digital West computing, data center and state-owned assets cloud ranked among the top three, with a total of more than 50 trading stocks. Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Insigma Technology Co.Ltd(600797) , Ningbo Construction Co.Ltd(601789) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) and so on.
As of the closing, a total of 22 shares had been closed on the trading board with an amount of more than 100 million yuan. Most of these stocks are related to the above three themes. The highest sealed order is Ningbo Construction Co.Ltd(601789) . The stock’s daily limit board sealed 1.4965 million orders, about 1.03 billion yuan, which is the third consecutive daily limit board of the stock. Followed by Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Capitalonline Date Service Co.Ltd(300846) , with the amount of sealed orders of 447 million yuan and 425 million yuan respectively.
16 assisted reproductive technology projects in Beijing
included in medical insurance reimbursement
On the disk, the themes related to the three children also perform well. The reproductive index rose 69.5% today, ranking fourth in the auxiliary index. Several assisted reproductive stocks suddenly rose near midday trading, and Dajia Weikang and Honz Pharmaceutical Co.Ltd(300086) quickly closed the board after opening in the afternoon, with a closing increase of 20%. The closing limit also includes Everjoy Health Group Co.Ltd(002162) , Hanshang Group Co.Ltd(600774) , Suzhou Medicalsystem Technology Co.Ltd(603990) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Changjiangrunfa Health Industry Co.Ltd(002435) , Jiangsu Aoyang Health Industry Co.Ltd(002172) .
In terms of news, on February 21, Beijing Medical Insurance Bureau issued the notice on standardizing and adjusting some medical service price items, which included 16 common assisted reproductive technology items in outpatient treatment, such as intrauterine insemination, embryo transfer and sperm optimal treatment, which involve a wide range of people, are necessary for diagnosis and treatment, have mature technology, and are safe and reliable into the category a reimbursement scope of medical insurance. According to the requirements of the notice, the new policy will be officially implemented on March 26 this year.
According to the analysis of insiders, if some assisted reproductive technologies are included in medical insurance, it is expected to quickly improve the penetration rate of assisted reproduction and expand the demand for assisted reproduction. According to a research report released by The Pacific Securities Co.Ltd(601099) securities at the end of last year, it is estimated that the IVF penetration rate in China was 10.2% in 2016, far lower than the 56.1% level in Japan in the same period. With the change of patient age structure, the improvement of patient payment ability and patient awareness, the IVF penetration rate is expected to increase to 27% in 2030. Compared with overseas, China’s assisted reproductive market space is 84.7 billion yuan – 205.8 billion yuan.
Since the introduction of the three child policy, relevant departments have been promoting the revision of relevant policies and regulations and accelerating the introduction of various birth support measures. The Ministry of Finance and the State Administration of taxation have proposed that the care service fees for infants and young children under the age of 3 should be included in the special deduction scheme of individual income tax. The medical insurance bureau has guided the payment of three child fertility policy fees and maternity allowance. The Ministry of education has promoted the “double reduction” work, and 23 departments such as the national development and Reform Commission have printed and issued the guiding opinions on promoting the construction of child friendly cities. In terms of local governments, since 2021, more than 10 provinces across the country have passed relevant regulations and have implemented or will implement measures such as extending maternity leave, increasing parental leave and spouse care leave.
Data treasure statistics show that the overall performance of the concept of assisted reproduction has been relatively flat since January, during which the concept stocks fell by an average of 4.99%. Nearly 70% of concept stocks fell during the year, with ST Guoyi, Guangzhou Jet Bio-Filtration Co.Ltd(688026) , Topchoice Medical Co.Inc(600763) , Shenzhen Changhong Technology Co.Ltd(300151) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Changchun High And New Technology Industries (Group) Inc(000661) falling by more than 20%. During this period, according to the rough calculation of the average transaction price, Beishang capital mainly increased its holdings of Topchoice Medical Co.Inc(600763) and Changchun High And New Technology Industries (Group) Inc(000661) , with an increase of 850 million yuan and 460 million yuan respectively.
According to the calculation of the lower limit of net profit in the performance express and forecast, there are 9 auxiliary reproductive concept stocks whose net profit will increase in advance in 2021, of which the net profit of 4 stocks such as Xilong Scientific Co.Ltd(002584) , Guangdong Hybribio Biotech Co.Ltd(300639) , Shandong Sito Bio-Technology Co.Ltd(300583) , Hybio Pharmaceutical Co.Ltd(300199) is expected to double. Xilong Scientific Co.Ltd(002584) the pre increase range is the highest. The company expects the net profit in 2021 to be 153 million yuan to 200 million yuan, with a year-on-year increase of 169% to 252%, mainly due to the rise in the price of some chemical products due to the influence of market supply and demand and other factors, as well as the transfer of part of the equity of Fujian Fujun gene biological technology Co., Ltd., a holding subsidiary, resulting in a significant increase in the company’s profit.
the chairman of “man-made diamond king” was arrested
the bottom of the company’s share price rebounded
Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) opened sharply higher in early trading today and was soon blocked. At the close, the share price rose 20.13%, with a trading volume ratio of 9 times and a turnover of 136 million yuan. Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) formerly known as Henan diamond, it was once the largest man-made diamond enterprise in Henan Province. At the beginning of the implementation of the registration system, due to the hype of short-term emotional funds, the “20cm” limit rose for several consecutive days.
On the evening of February 20, Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) announced that the company received a notice on February 18 that Guo Liuxi, the legal representative and chairman of the company, was taken compulsory measures by the public security organ according to law for the crime of not disclosing important information in violation of regulations, and the relevant matters remain to be further investigated by the public security organ.
For the reasons for the rise of Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) share price limit, insiders said that the core reason is that the control power of the board of directors may change, state-owned assets may enter, and there are good future expectations, resulting in the influx of short-term funds in the market.
Since this year, the company has repeatedly issued risk tips, saying that there is a risk of major illegal compulsory delisting of the company’s shares. On the eve of the Spring Festival, the company’s share price once fell to a historical low of 1.38 yuan / share. As of the closing on February 20, the company’s share price was 1.79 yuan / share, with a current market value of 2.16 billion yuan. According to the company’s disclosure, as of February 10, 2022, the number of shareholders of the company was 30100.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
