The pharmaceutical sector has been in a relatively low performance since October 2021. The cumulative withdrawal range of the index is as high as about 30%. Yesterday, the sector broke out collectively.
more than 100 pharmaceutical stocks won institutional research
According to the performance express, the net profit attributable to the parent company in 2021 was 557 million yuan, a year-on-year increase of 76.83%, which was higher than the market expectation. Previously, institutional analysts generally expected the company’s net profit in 2021 to be nearly 500 million yuan. Stimulated by good performance, Joinn Laboratories (China) Co.Ltd(603127) shares soared 8.18% yesterday, with the latest market value of 40.745 billion yuan.
In fact, the biggest bright spot on the disk yesterday was the pharmaceutical stocks, which rebounded collectively. The concept of high growth was almost covered by medicine, including cro, in vitro diagnosis, covid-19 detection, covid-19 drugs, precision medicine, gene sequencing and so on. Lanzhou Foci Pharmaceutical Co.Ltd(002644) 3 connected board, Chengda pharmaceutical and Guangdong Taiantang Pharmaceutical Co.Ltd(002433) harvest trading board.
the pharmaceutical sector has been in a relatively low performance since October 2021. Many concept indexes show a volatile downward market, and the cumulative withdrawal range of the index is as high as about 30%. yesterday, the sector broke out collectively. On the one hand, with the systematic repair of the market, the pharmaceutical sector ushered in the repair; On the other hand, according to the website of the drug review center of the State Food and drug administration, in order to encourage the research and creation of new drugs and speed up the review of innovative drugs, the drug review center of the State Food and Drug Administration recently solicited opinions on the working procedures of the drug review Center for accelerating the review of innovative drug listing applications (Trial) (Draft for comments).
With the rebound of pharmaceutical stocks, many institutions in the market also began to sing more. After adjustment, the pharmaceutical sector has entered the medium and long-term value range of the layout, especially after some leading companies experienced a indiscriminate slump, the valuation has been quite advantageous. The pessimism of centralized purchase policy and periphery has been gradually digested, and the future investment opportunities of the sector are better. The recently released “14th five year plan” for the development of pharmaceutical industry pointed out that the average annual growth rate of operating revenue and total profit of pharmaceutical industry remained above 8%, the proportion of added value in all industries increased to about 5%, and the concentration of leading enterprises in the industry further increased.
According to the statistics of , among the 46 constituent stocks of the innovative drug index, only Chengdu Kanghua Biological Products Co.Ltd(300841) , Joinn Laboratories (China) Co.Ltd(603127) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) recorded a positive cumulative increase during the year. The share prices of 8 shares, including Pharmablock Sciences (Nanjing) Inc(300725) , Changchun High And New Technology Industries (Group) Inc(000661) , Betta Pharmaceuticals Co.Ltd(300558) , fell by more than 20% in the year. Compared with the share price peak in 2021, the share prices of 15 shares including Cansino Biologics Inc(688185) – u, Gan & Lee Pharmaceuticals(603087) , Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Changchun High And New Technology Industries (Group) Inc(000661) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Jiangsu Hengrui Medicine Co.Ltd(600276) have fallen by more than 50%.
The share price is low, but it does not affect the attention of institutions to pharmaceutical stocks. According to the industry classification of Shenwan, since the new year, 103 pharmaceutical companies out of 421 A-share pharmaceutical companies have received institutional research. Last year, 262 pharmaceutical companies were surveyed by institutions, and the number of institutions has reached half of last year in just two months of the new year. Among innovative drug concept stocks, Huadong Medicine Co.Ltd(000963) , Changchun High And New Technology Industries (Group) Inc(000661) , Shanghai Medicilon Inc(688202) , Joincare Pharmaceutical Group Industry Co.Ltd(600380) has more than 100 institutional researchers, and Huadong Medicine Co.Ltd(000963) has the largest number of institutional researchers, reaching 482.
From the lower limit data of performance forecast and performance express, the performance of 27 innovative drug concept stocks in 2021 was profitable and increased year-on-year. The performance of Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) , Cansino Biologics Inc(688185) – u, Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Pharmablock Sciences (Nanjing) Inc(300725) , Shanghai Medicilon Inc(688202) , Bio-Thera Solutions Ltd(688177) – u, Tasly Pharmaceutical Group Co.Ltd(600535) 8 shares doubled.
42 shares will be lifted next week
42 shares will be lifted next week, with a total market value of 37.255 billion yuan calculated according to the latest closing price.
The largest scale of the lifting of the ban is Chengdu Xgimi Technology Co.Ltd(688696) . 21 million shares will be listed and circulated next week, mainly the first restricted shares of the original shareholders and the first strategic placement shares. The market value of the lifting of the ban will reach 9.973 billion yuan.
In terms of the proportion of the number of banned shares in the total share capital, Shenzhen Capol International&Associatesco.Ltd(002949) , Chengdu Xgimi Technology Co.Ltd(688696) , Bank Of Xi’An Co.Ltd(600928) , Qingdao Novelbeam Technology Co.Ltd(688677) , Beijing Tieke Shougang Railway-Tech Co.Ltd(688569) and other shares rank first, but none of them exceed 50%.
Data treasure statistics show that the 42 stocks that will be lifted next week have fallen by an average of 9.92% since January, underperforming the market in the same period. The share prices of 10 shares, including Shenzhen L&A Design Holding Limited(300949) , Amethystum Storage Technology Co.Ltd(688086) , Jilin Oled Material Tech Co.Ltd(688378) , Shanghai Baosteel Packaging Co.Ltd(601968) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) , have fallen by more than 20% this year.
At present, 28 shares have issued 2021 performance forecast or express. According to the median forecast or express report, Wuxi Apptec Co.Ltd(603259) has the highest profit. The express report of the company shows that the operating revenue in 2021 is about 22.902 billion yuan, a year-on-year increase of 38.5%; The net profit attributable to the parent company was about 5.097 billion yuan, a year-on-year increase of 72.19%.
The 2021 performance of company 9 – WD, Hainan Mining Co.Ltd(601969) , Macmic Science & Technology Co.Ltd(688711) , Fujian Acetron New Materials Co.Ltd(300706) , China Resources Microelectronics Limited(688396) , Shanghai Lisheng Racing Co.Ltd(002858) is expected to double year-on-year.
