Today (March 10), the pharmaceutical related sectors were collectively active, and the pharmaceutical business, cro concept, traditional Chinese medicine, biomedicine and other sectors were significantly stronger. In terms of stocks, as of the midmidday closing, at the end of the closing closing, the Qingdao Baheal Medical Inc(301015) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ one word limit of China Meheco Group Co.Ltd(600056) has been continuously active recently, recording 5 boards in 7 days.
Note: performance of pharmaceutical business sector today (as of noon closing on March 10)
Wuxi Apptec Co.Ltd(603259) rose by more than 9%, and those with high bid increase were favored by the market
Yesterday, Wuxi Apptec Co.Ltd(603259) released its main operating data from January to February this year. Its on-hand orders and sales revenue increased by more than 65% year-on-year, a record high. The company expects the revenue to increase by 65-68% year-on-year in the first quarter of 2022. Looking forward to the whole year, the company’s revenue is expected to increase by 65-70% year-on-year Zhongtai Securities Co.Ltd(600918) pointed out that the company’s track is in a high boom, and the “integration, end-to-end” strategy is expected to consolidate competitive barriers and drive the company’s long-term and rapid growth. Boosted by the operating data and performance, Wuxi Apptec Co.Ltd(603259) opened higher and went higher today. As of noon today (March 10), it rose by more than 9% on the same day, and the share price also repaired to above the 100 yuan mark.
Recently, a number of listed companies released the operating data from January to February. The performance growth rate of many enterprises exceeded market expectations, and the stock price also rebounded sharply. With the gradual arrival of the first quarterly report, the market also gradually began to layout and pay attention to the enterprises with high performance Guolian Securities Co.Ltd(601456) pointed out that the market fluctuated greatly with the epidemic in the past two years. The pharmaceutical sector entered the normal development stage after the epidemic in 2022. Therefore, the high growth in the first quarter may become a leading indicator . March entered the intensive disclosure period of the annual quarterly report, and the market paid more attention to the target that the annual quarterly report exceeded the expectation. The first quarterly report is more important than the annual report. Screening companies with relatively low valuation and high performance growth is expected to bring excess returns.
In terms of allocation ideas, Soochow Securities Co.Ltd(601555) pointed out that mainstream pharmaceutical companies are better in combination with the first quarterly report. It is suggested to choose the target from two strategies: 1) focus on 2022q1 high growth and annual high outlook stocks, that is, high growth stocks with strong performance flexibility. It is recommended to focus on Baicheng pharmaceutical, Acrobiosystems Co.Ltd(301080) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) Wuxi Apptec Co.Ltd(603259) ； 2) Pay attention to undervalued stocks, and focus on Jiangxi Synergy Pharmaceutical Co.Ltd(300636) , Changchun High And New Technology Industries (Group) Inc(000661) , Chongqing Zhifei Biological Products Co.Ltd(300122) , and it is recommended to pay attention to haijiya medical and Shanghai Kindly Enterprises Development Group Co.Ltd(603987) .
sector has entered the post epidemic stage, and the prevention and control line may still be a bright spot
Among the many strong pharmaceutical stocks today, China Meheco Group Co.Ltd(600056) has continued to perform actively recently. The share price has started a rocket rise since March. As of the noon closing today (March 10), it has risen by 72.8% this month. News, China Meheco Group Co.Ltd(600056) recently announced that the company signed an agreement with Pfizer Inc that it will be responsible for the commercial operation of the COVID-19 virus treatment drugs in the Chinese mainland market during the agreement period (2022). However, the company also said that it expected that the scale of related businesses accounted for a small proportion of the company’s overall business volume, which had no significant impact on the company’s recent operating performance.
At present, the impact of covid-19 epidemic continues, the epidemic prevention work is moving towards normalization, and the closed loop of “vaccine + detection + therapeutic drugs” is gradually formed Tianfeng Securities Co.Ltd(601162) believes that covid-19 epidemic is expected to coexist with humans in the medium and long term, and the trend of the epidemic is highly uncertain. It is suggested to screen theme investment opportunities from three dimensions: 1) good demand sustainability, 2) better competition pattern, and 3) traditional business has certain valuation support . It is recommended to pay attention to the relevant subjects:
1) covid-19 antigen detection: Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangzhou Wondfo Biotech Co.Ltd(300482) , anxiu biology, Hangzhou Biotest Biotech Co.Ltd(688767) , Hangzhou Alltest Biotech Co.Ltd(688606) ;
2) vaccine booster: Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) , Shenzhen Kangtai Biological Products Co.Ltd(300601) ;
3) covid-19 drug: Shanghai Junshi Biosciences Co.Ltd(688180) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ;
4) cdmo supply chain: Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) .
