This week, there was little pressure to lift the ban on the A-share market, with a total market value of 20.651 billion yuan.
five covid-19 antigen self-test products officially launched
On March 11, the National Health Commission issued the application scheme for covid-19 virus antigen detection (Trial). The scheme stipulates that the applicable groups for antigen detection are: first, those who go to grass-roots medical and health institutions with respiratory tract, fever and other symptoms within 5 days; Second, isolate observers; Third, community residents who need antigen self-test. Residents can purchase antigen detection reagents for self-test through retail pharmacies, online sales platforms and other channels.
on the same day, the State Food and Drug Administration approved the application change of covid-19 antigen product self-test application of Beijing huaketai biology; The next day, the State Food and drug administration again approved the application change of covid-19 antigen product self-test application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan and Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) so far, five covid-19 antigen self-test products have been officially launched. So far, many chain pharmacies and pharmaceutical e-commerce platforms have announced that they have reached cooperation with Guangzhou Wondfo Biotech Co.Ltd(300482) and other approved manufacturers, and the self-test products will be put on sale in the near future.
Southwest Securities Co.Ltd(600369) said that covid-19 antigen products have many advantages, such as easy to use, reducing crowd aggregation, low cost and fast time at present, the epidemic situation in China is spreading in many places. The state has decided to add antigen detection as a supplement on the basis of nucleic acid detection, and the market space can be expected in the future Zhongtai Securities Co.Ltd(600918) referring to the distribution policy of overseas covid-19 antigen self-test kit, it is estimated that the market scale of covid-19 antigen self-test kit in China is expected to reach 17.7-26.6 billion yuan in a single month and 2124319.2 billion yuan in an annual market.
Securities Times · databao combs the list of individual stocks in the industrial chain of some covid-19 antigen products. Since the end of February, 17 shares have been up 10% since the day of February, and 17 shares have been up 10% since the day of February, with a 10% 10% up from a 10% 10% up from a 10% 17. The %. For most of the detection services, the performance of most of the detection services is high, and the performance of most of the most of the most of the detection services is high, with the no relevant report has been issued. Institutions pay high attention to individual stocks of oral drug business such as Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) and rating agencies are all around 20.
35 shares face lifting this week
lifting the ban, with a market value of 20.651 billion yuan
According to the statistics of data treasure, excluding the upcoming new shares, 35 shares in the A-share market will face lifting the ban this week. According to the latest closing price, the total market value of 35 shares lifted is 20.651 billion yuan, which is the lowest week in 2022.
In terms of market value, the lifting of the ban on seven shares has a market value of more than 1 billion yuan Sichuan Jinshi Technology Co.Ltd(002951) with 4.003 billion yuan in the first place, Jushri Technologies Inc(300762) 3592 billion yuan. The above two lifted shares are restricted shares of the original shareholders. Since then, the market value of Ningbo Zhenyu Technology Co.Ltd(300953) , Zhejiang Hisun Pharmaceutical Co.Ltd(600267) lifting the ban has been more than 2 billion yuan. The former is the restricted shares of the original shareholders and the strategic placement shares of the initial public offering institutions, while the latter is the placement shares of private placement institutions.
The market value of 13 shares lifted is less than 100 million yuan, and the market value of Maxscend Microelectronics Company Limited(300782) , Guangdong Hybribio Biotech Co.Ltd(300639) , Jingjin equipment lifted is less than 10 million yuan; The smallest lifting comes from Jiangxi Guotai Group Co.Ltd(603977) , which is other types of lifting shares, with an amount of only 626.5 yuan.
compared with the lifted market value, the impact of the lifted ratio on the stock price is more intuitive according to the statistics of data treasure, among the 35 shares, Sichuan Jinshi Technology Co.Ltd(002951) shares lifted account for the largest proportion, up to 82.3%, and the shares lifted are from the first and second largest shareholders of the company. The latest price of the stock was 12.01 yuan / share, and the post resumption share price rose by 27.23% relative to the issue price. Since then, Qingcloud Technologies Corp(688316) -u, Jushri Technologies Inc(300762) the proportion of lifting the ban has exceeded 40% . Compared with the current situation, Sichuan Jinshi Technology Co.Ltd(002951) , Qingcloud Technologies Corp(688316) -u, Gripm Advanced Materials Co.Ltd(688456) , Ningbo Zhenyu Technology Co.Ltd(300953) and other four shares will increase their A-share circulation by more than 100%.
14 shares with high annual performance growth
Since February, the trend of Shanghai stock index has weakened, with a cumulative decline of 1.54%. 35 shares fell by an average of 0.14%, while 4 shares including Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Guangdong Hybribio Biotech Co.Ltd(300639) and Guizhou Zhenhua E-Chem Inc(688707) -u and among them, the recent seven board Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) has increased by 65.87%, taking the lead company has repeatedly prompted abnormal trading fluctuations. Most of the company's business income comes from China's oilfield technical services, and there is no oil and gas production business. The impact of rising international oil prices on performance is uncertain.
8 shares fell by more than 10%, led by Ningbo Zhenyu Technology Co.Ltd(300953) , Wuhan Lincontrol Automotive Electronics Co.Ltd(688667) with a decline of more than 27%.
According to data treasure statistics, 26 shares have issued annual reports / performance forecasts. Based on the annual report data / forecast growth ceiling, the net profit of 14 shares increased by more than 60%, and 8 shares are expected to double Sinochem International Corporation(600500) , Guizhou Zhenhua E-Chem Inc(688707) -u, J.S.Corrugating Machinery Co.Ltd(000821) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) the highest growth rate, exceeding 200%, 790%, 353.62%, 264.49% and 220.49% respectively.
Sinochem International Corporation(600500) it is estimated that the net profit in 2021 will increase by 584% - 790% year-on-year, mainly due to the boom cycle of the industry and the investment income from the disposal of subsidiaries Guizhou Zhenhua E-Chem Inc(688707) -u turned losses into profits. In 2021, the power battery market grew rapidly, the downstream demand was strong, and the sales and revenue of the company's cathode materials increased significantly. From January to February this year, the company's cathode material sales continued to be strong, with a revenue of about 1.626 billion yuan, a year-on-year increase of about 180% Sealand Securities Co.Ltd(000750) said that the company's product structure was optimized and the amount of high nickel ternary boosted its profitability. As a leading single crystal enterprise, capacity expansion is expected to drive performance improvement.
The net profit of 8 shares decreased year-on-year. Among them, Jiangsu Leike Defense Technology Co.Ltd(002413) decreased by 201.53%, which was mainly affected by the adjustment of tax policies of relevant national departments, the sharp rise in the price of main raw materials and the significant increase in procurement costs. In addition, the company also made a large amount of goodwill impairment provision for the subsidiaries acquired in the early stage. In addition, Qingcloud Technologies Corp(688316) -u and Sichuan Jinshi Technology Co.Ltd(002951) net profit decreased by more than 60% year-on-year.
