In early trading, Siasun Robot&Automation Co.Ltd(300024) industry's "14th five year plan" was released, and concept stocks rose rapidly.
covid-19 phase III clinical trial failed, and the pioneering pharmaceutical industry plummeted by more than 80%
On the morning of December 28, the opening price of Kaifa pharmaceutical-b listed in Hong Kong stock market fell by 15%, and then the share price collapsed in just one minute, with a decline of more than 80%. this way shocked investors. Some netizens said: "What immortal stock is this?".
According to industry analysis, such a large fluctuation in the share price of Kaifa pharmaceutical-b is not statistically significant in the interim analysis of phase III of the company's oral covid-19 drug.
On December 27, Kaifa pharmaceutical-b (09939) announced the progress of phase III clinical trial of covid-19 treatment drug prochloramide in the treatment of mild and moderate non hospitalized covid-19 patients, saying that according to the interim analysis data of 348 covid-19 patients, due to the small number of events that did not reach statistical significance, the company plans to adjust the clinical trial scheme for patient recruitment.
It is generally believed in the industry that the phase III clinical trial failed according to the currently published results.
This morning, at the telephone exchange meeting on the covid-19 test of prochloramide in the development of pharmaceutical industry, Tong Youzhi, founder, chairman and CEO of the company, said that the company would make some new judgments and Analysis on the commercialization of covid-19 oral drugs under research. " the unsatisfactory interim analysis has caused a great problem for the company, which is very obvious that the business plan is delayed in the future. "
Tong Youzhi said at the teleconference that while promoting the three clinical trials, the company is more active in promoting emergency use authorization (EUA) than in the past. Another conclusion drawn from the interim analysis results is that there is no problem with the safety of drugs, which has been questioned in some countries, "a drug has no problem with safety, and as a company, it is more confident to promote the work of EUA".
release of the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan
According to CCTV news, the Ministry of industry and information technology and other 15 departments jointly issued the 14th five year plan Siasun Robot&Automation Co.Ltd(300024) industrial development plan today. The plan proposes that China will become a global Siasun Robot&Automation Co.Ltd(300024) technological innovation source, high-end manufacturing agglomeration and a new highland of integrated application by 2025.
During the 14th Five Year Plan period, breakthroughs will be made in a number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products, the comprehensive indicators of the whole machine will reach the international advanced level, and the performance and reliability of key parts will reach the international level of similar products; The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; Form a number of leading enterprises with international competitiveness and a large number of specialized and new "little giant" enterprises with strong innovation ability and good growth, and build three to five industrial clusters with international influence; Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
The plan also promotes the high-quality development of Siasun Robot&Automation Co.Ltd(300024) industry from multiple dimensions such as technological breakthrough, basic improvement, optimizing supply, expanding application and creating ecology. The plan also puts forward four actions: Siasun Robot&Automation Co.Ltd(300024) core technology breakthrough action, Siasun Robot&Automation Co.Ltd(300024) key foundation improvement action, Siasun Robot&Automation Co.Ltd(300024) innovative product development action and " Siasun Robot&Automation Co.Ltd(300024) +" application action.
After the release of information, Siasun Robot&Automation Co.Ltd(300024) concept stocks rose rapidly. Siasun Robot&Automation Co.Ltd(300024) intraday impact 20% limit, Hefei Metalforming Intelligent Manufacturing Co.Ltd(603011) limit, Shenyang Yuanda Intellectual Industry Group Co.Ltd(002689) , Estun Automation Co.Ltd(002747) intraday impact limit.
According to IFR data, the scale of China's Siasun Robot&Automation Co.Ltd(300024) market is expected to reach 83.9 billion yuan in 2021, more than double that of 2017, with an average annual compound growth rate of 20.2%. In terms of market structure, industry Siasun Robot&Automation Co.Ltd(300024) accounts for 53% and service Siasun Robot&Automation Co.Ltd(300024) accounts for 47%.
From the perspective of competition pattern, the epidemic situation has significantly accelerated domestic substitution. In the first 10 months of this year, the cumulative output of industrial Siasun Robot&Automation Co.Ltd(300024) was 298000 units, a year-on-year increase of 62.5%. According to mirdata statistics, the market share of domestic industrial Siasun Robot&Automation Co.Ltd(300024) brands in China's shipments increased from 29% in 2020 to 31% in the first three quarters of 2021.
Among the major Siasun Robot&Automation Co.Ltd(300024) enterprises in China in the first three quarters of 2021, Shenzhen Inovance Technology Co.Ltd(300124) and Estun Automation Co.Ltd(002747) ranked seventh and eighth respectively, in which the market share of Shenzhen Inovance Technology Co.Ltd(300124) shipments increased from 2.3% in 2020 to 4.6%; The market share of Estun Automation Co.Ltd(002747) shipments increased to 3.8% from 3.3% in 2020.
release of the National Informatization Plan for the 14th five year plan
Recently, the central network security and Information Technology Commission issued the national information planning during the 14th five year plan to make deployment arrangements for China's information development during the 14th Five Year Plan period.
Digital economy includes four perspectives: Digital industrialization, industrial digitization, digital governance and data value. The 14th five year plan proposes that the added value of core industries of digital economy will account for 10% of GDP in 2025.
From 2005 to 2020, the scale of China's digital economy has rapidly increased from 2.6 trillion yuan to 39.2 trillion yuan, forming a huge market with a compound annual growth rate of 20%.
According to the statistics of securities times · databao, the market value of A-share, which involves the subdivision of digital economy industry, is a total of 4.45 trillion. These concept stocks were heavily held by institutions. At the end of the third quarter, there were 5774 holding institutions, East Money Information Co.Ltd(300059) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Naura Technology Group Co.Ltd(002371) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Will Semiconductor Co.Ltd.Shanghai(603501) and more than 200 holding institutions.
According to the statistics of data treasure, calculated according to the average transaction price of the interval, the leading stocks of digital economy concept have increased their holdings by 14.2 billion yuan since December, East Money Information Co.Ltd(300059) , Will Semiconductor Co.Ltd.Shanghai(603501) , Yonyou Network Technology Co.Ltd(600588) , Hundsun Technologies Inc(600570) , Shenzhen Inovance Technology Co.Ltd(300124) and other five stocks have increased their holdings by more than 1 billion yuan.
From the perspective of future growth potential, the consistent prediction of the institution may provide a certain reference. Data treasure statistics show that according to the unanimous prediction of more than 5 institutions, there are 21 shares, and the growth rate of net profit in the next three years is expected to exceed 30%. Three stocks, including Verisilicon Microelectronics (Shanghai) Co.Ltd(688521) - u, Beijing Shiji Information Technology Co.Ltd(002153) and Jingchen shares, were predicted by the institution to have an average growth rate of more than 100%.
(data treasure)
