Pharmaceutical stocks rebounded! Glenn began to "return blood" and the annual report disclosed that these A-share "good students" were favored

In early trading today, A-Shares opened higher and rebounded sharply across the board. The index of Kechuang 50 and gem rose by more than 3% at one time, both recovering their losses yesterday.

On the disk, pharmaceutical stocks broke out in an all-round way, with CXO concept, health care, covid-19 detection, biological vaccine and other sub sectors leading the increase, while oil, gold, cultivation diamond, banking and other sectors made slight adjustments. The net capital flow of going north was 7.263 billion yuan.

pharmaceutical stocks rebounded across the board

Pharmaceutical stocks continued to adjust from the second half of last year, with the largest pullback of the sector index of nearly 30%. however, after the Spring Festival this year, pharmaceutical stocks rebounded frequently, rising more than 3% again today, a one month high, Chengda pharmaceutical's 20% limit, Topchoice Medical Co.Inc(600763) , Porton Pharma Solutions Ltd(300363) , Lanzhou Foci Pharmaceutical Co.Ltd(002644) and other limits may rise more than 10%. Among the sub sectors, the CXO concept sector index soared by nearly 6%, and the index has risen by more than 15% from its low point in the past two weeks; The index of health care sector also rose by more than 4%, and covid-19 drug concept, covid-19 detection, immunotherapy and other sectors all rose by more than 3%.

In early trading, the top four ETF gains were related to medicine, and the gains were more than 4%. Hong Kong Pharmaceutical stocks also rose across the board. The Hang Seng China Hong Kong Biotechnology Index rose by more than 5%, the 50 index of innovative drugs and the Hang Seng health care industry index rose by more than 4%, ranking among the top three in today's Hong Kong stock index, Joinn Laboratories (China) Co.Ltd(603127) , zaiding medicine and so on.

With the gradual weakening of the impact of the epidemic, the cost control logic of medical insurance has become the dominant logic of the sector. Centralized purchase is the main reason for the decline of the pharmaceutical sector in recent years. Pharmaceutical stocks can be described as "talking about centralized purchase". Almost every time the news of centralized purchase is announced, the share price of relevant listed companies will go to the next level.

Under the heavy pressure of centralized mining, the profits of enterprises will be squeezed. However, under the pressure of price, if enterprises want to find greater profit space, they must engage in original research and innovation, otherwise they will be eliminated under the centralized purchase mode. Therefore, from this perspective, although there is a negative profit invasion in the short-term pharmaceutical sector, in the long run, it plays a benign role in promoting the whole industry and promoting further innovation of enterprises. This is the important logic that CXO concept replaces covid-19 treatment, testing and other related stocks to become the leader of pharmaceutical stocks in the near future.

With the recovery of the industry sector, the fund began to "return to blood". If the market focused on it in the early stage, the net value of China EU medical innovation a / C managed by Glenn rose sharply by more than 8% compared with the low level, and the net value of China EU medical health hybrid A / C managed by Glenn also rose by more than 7% recently.

With the rebound of pharmaceutical stocks, many institutions in the market also began to sing more. They said that although pharmaceutical stocks are still under pressure in the short term, they have ushered in layout opportunities in the long term. In particular, some leading companies have had considerable advantages in valuation after experiencing indiscriminate slump. For example, Guosen Securities Co.Ltd(002736) made it clear that the pharmaceutical industry is likely to get out of the trend of restraining first and then increasing in the whole year, and it is suggested that the layout should be low in the first half of the year.

However, some institutions believe that pharmaceutical stocks are only rebounding, and the long-term trend is not clear. For example, Anxin international reminded investors that biomedicine ushered in short covering after the previous continuous sharp decline, and the whole line rebounded sharply. But the rebound momentum triggered by the sharp fall may not last long. For the bottom reading funds, after a large rebound in those sectors with general fundamentals, appropriate lock-in profits can be considered.

growth stocks favored

With the annual report disclosure about to enter the peak, growth stocks have attracted more and more attention from the market.

Trina Solar Co.Ltd(688599) has risen for four consecutive days since the announcement of the performance express. As of the noon closing, it has risen 19.5% this week. The performance express shows that in 2021, the revenue was 44.49 billion yuan, a year-on-year increase of 51.23%, and the net profit was 1.876 billion yuan, a year-on-year increase of 52.64%; Among them, the net profit in the fourth quarter was 720 million yuan, a year-on-year increase of 81.05% and a month on month increase of 59.79%.

Novogene Co.Ltd(688315) also released the performance express today. In 2021, the operating revenue was 1.867 billion yuan, a year-on-year increase of 25.30%, and the net profit was 225 million yuan, a year-on-year increase of 515.74%. In early trading, Novogene Co.Ltd(688315) opened high and went high. At one time, it was close to the 20% limit, and the half day transaction was close to three times that of the whole day yesterday. Novogene Co.Ltd(688315) said that the epidemic continued to improve, and the company's business affected by covid-19 epidemic gradually recovered during the reporting period. At the same time, the company continued to promote cost reduction and efficiency improvement measures, including the application of flexible intelligent production line, so as to greatly improve the company's human efficiency and capacity utilization, further optimize the cost structure, increase the product profit margin, improve the company's service delivery quality and delivery cycle, and continuously optimize the service experience of customers.

Huangshan Novel Co.Ltd(002014) today also disclosed the annual report of 2021, although the revenue increased by only 10.45% year-on-year and the net profit increased by only 4.25%. But Huangshan Novel Co.Ltd(002014) announced a generous dividend plan, which plans to pay 5 yuan for 10 shares to increase 2 shares, with a dividend rate of far more than 5%. This morning, Huangshan Novel Co.Ltd(002014) rose by nearly 10%, equalling the highest price of the year.

Guangdong Jiayuan Technology Co.Ltd(688388) today's performance released a quick report, with a net profit of 552 million yuan, a year-on-year increase of 195.88%, Guangdong Jiayuan Technology Co.Ltd(688388) the highest increase of nearly 9% in early trading; Zhejiang Supcon Technology Co.Ltd(688777) net profit increased by 36.54% year-on-year, with a maximum increase of more than 10%; Chongqing Fuling Zhacai Group Co.Ltd(002507) in the fourth quarter, the net profit of a single quarter was 238 million yuan, an increase of 45.73% year-on-year, and the daily limit was raised in the morning. The Qinghai Jinrui Mineral Development Co.Ltd(600714) , Chang Jiang Shipping Group Phoenix Co.Ltd(000520) and others that were expected to increase in advance announced earlier rose strongly.

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