Recently, the continuous board trend of some short-term hot stocks has attracted attention. Among them, the deduction process of China Meheco Group Co.Ltd(600056) this round of four connected boards, the disclosure time point of the company's "good" news, and the capital structure behind the sharp rise of the company's share price have triggered heated discussions in the market.
"unusual" Quad
Investors familiar with the trading of hot stocks should know that in most cases, stimulated by good news, individual stocks first "limit one word" and then increase the limit in large quantities however, the trend of China Meheco Group Co.Ltd(600056) this round is unusual, which shows that the limit is increased in large quantities first, and then "one word limit". Behind this, an announcement of the company has a crucial impact
Specifically, on March 2, China Meheco Group Co.Ltd(600056) share price rose sharply in the afternoon and stopped rising in just a few minutes. As of the closing of the day, China Meheco Group Co.Ltd(600056) traded 681 million yuan in the whole day, the largest trading volume of the stock in more than a year, indicating that incremental funds were mobilized in a centralized manner.
On March 3, China Meheco Group Co.Ltd(600056) share price fluctuated at a high level in the morning and closed the limit again in the afternoon, with a turnover of 1.385 billion yuan on the same day, which continued to be high compared with the previous day. In the face of the sudden two connected boards, many investors were confused, because from the public information at that time, there was no major reason for the sharp fluctuation of the company's share price.
On March 3, China Meheco Group Co.Ltd(600056) disclosed an announcement on abnormal fluctuations in stock trading. The announcement mentioned:
\u3000\u3000 "The company is concerned about the recent rumors about the cooperation between the company and a multinational pharmaceutical company covid-19 virus treatment drugs. According to the verification of the company, the relevant matters are under communication and negotiation, and there is still uncertainty. If the cooperation is carried out smoothly, the final use and sales of relevant drugs are also affected by factors such as epidemic prevention and control, and there is uncertainty, which has no impact on the company's recent operating performance Significant impact. "
As of the evening of March 3 China Meheco Group Co.Ltd(600056) "announcement of abnormal fluctuations in stock trading"
The announcement confirms that China Meheco Group Co.Ltd(600056) is "related" to the current hot covid-19 treatment concept. The reporter consulted the company's previous announcements and did not mention the connection between the company and covid-19 therapeutic drugs. For ordinary investors, China Meheco Group Co.Ltd(600056) 's statement is important incremental information.
Affected by this, on March 4 and March 7, China Meheco Group Co.Ltd(600056) share price gained two "one word limit" in a row, and the trading volume shrank sharply especially in the opening call auction stage today, the number of sealed orders on the China Meheco Group Co.Ltd(600056) daily limit board once reached 4.64 million, close to half of the company's circulation, and only 31900 transactions were made at the same time
hot money seat "accurate latent"
Before China Meheco Group Co.Ltd(600056) disclosed the "negotiation of covid-19 virus treatment drug cooperation with a multinational pharmaceutical company", for unknown reasons, a large amount of funds entered the market in the form of "beating the board" to promote the company's share price to harvest two boards "in advance".
In hindsight, after the good news landed and the stock price "rose by the limit" for two consecutive days, the probability of this part of "latent" funds has made a lot of money.
After trading on March 3, the exchange released the two-day list of China Meheco Group Co.Ltd(600056) and revealed the general composition of this part of "latent" funds.
6 Shaanxi International Trust Co.Ltd(000563) list on March 2 and March 3
It can be seen that there are four sales department seats in the top five seats on the list Guotai Junan Securities Co.Ltd(601211) Shanghai Branch occupies a high position of buying, with a total purchase of 617891 million yuan in two days. If these chips are held so far, the book floating profit will reach at least 12.9 million yuan.
Looking through the historical data, Guotai Junan Securities Co.Ltd(601211) Shanghai Branch has a special liking for pharmaceutical stocks recently. Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Chengda pharmaceutical, Dali Pharmaceutical Co.Ltd(603963) , China Meheco Group Co.Ltd(600056) and other pharmaceutical bull stocks that have been on the list since March are all hot pharmaceutical stocks in the near future, and their share prices have gained different limits in the short term.
In addition, Huatai Securities Co.Ltd(601688) Taizhou Central Avenue business department, China Greatwall Securities Co.Ltd(002939) Shenzhen Shennan Avenue business department, China Industrial Securities Co.Ltd(601377) Xiamen Huli Avenue business department all appeared on the side of China Meheco Group Co.Ltd(600056) purchase, with a purchase amount of more than 30 million yuan.
covid-19 drug concept bull stocks frequently appear
Although the overall performance of the market is relatively sluggish this year, covid-19 drug concept is a frequent occurrence of bull stocks.
In mid February, Chengda pharmaceutical said in response to investors' questions on the interactive platform that "the company is entrusted by Pfizer API factory to customize and develop pharmaceutical intermediates, including pf-07304814 intermediates". Affected by this, Chengda pharmaceutical's share price closed three "20cm" limits in a row, which aroused great concern in the market.
In this regard, Shanghai Securities News issued "what's the situation? 2.28 million yuan business = three 20cm trading limits?" "Pfizer has terminated the global clinical development plan of pf-07304814 in February 2022."
Afterwards, Shenzhen stock exchange sent a letter of concern to Chengda pharmaceutical, asking the company to "explain the reasons why Pfizer terminated the clinical development of pf-07304814 in the reply and announcement of interactive easy" the company then replied, "since July 2021, there have been no new orders or orders in hand. At the same time, the order contracts the company cooperates with customers have not met the disclosure standards of major contracts stipulated in the Shenzhen Stock Exchange GEM Listing Rules. Therefore, the company has terminated the global clinical development plan of pf-07304814 and cannot set the obligation of information disclosure."
Daily trend of Chengda pharmaceutical
Earlier, Aba Chemicals Corporation(300261) publicly stated in early January 2022 that according to the research results published in science magazine and the contents of the report published by a securities firm, carbonic anhydride and its derivatives can be used to synthesize Pfizer covid-19 oral drug palovide from the process flow.
but Aba Chemicals Corporation(300261) also admitted in the subsequent announcement that in 2021, the sales revenue of the company's carbonic anhydride and its derivatives was 27.073 million yuan, accounting for about 1% - 2% of the company's total operating revenue in 2021. As of the announcement date, the company has no business contact and cooperation with Pfizer, has not signed a cooperation agreement with Pfizer, and has not supplied Pfizer with carbonic anhydride products. Pfizer has not provided the company with any quality standards for the procurement of covid-19 oral front-end raw materials. The company cannot determine whether the produced carbonic anhydride products meet the needs of Pfizer products
Aba Chemicals Corporation(300261) daily trend
