Huatai Securities Co.Ltd(601688) accurately "snipe" three stocks, or become the biggest winner in the pharmaceutical sector.
On March 14, the three major A-share indexes collectively closed down, with the Shanghai index falling more than 2.5% and losing 3300 points, the gem index falling more than 3.5% and the Shenzhen composite index falling 3.08%. There was a significant net outflow of funds from the north, with a net sale of more than 14 billion yuan throughout the day.
However, boosted by the news of the landing of China's antigen testing, relevant concept stocks continued to soar, and the antigen testing sector "outshined others".
In the bidding phase of the March 14, the March 14, the March 14, the March 14, the March 14, the March 14, the auction phase of the March 14, the auction phase of the ) ( Zhejiang Heda Technology Co.Ltd(688296) . SH) fell by more than 9%, and Guangdong Hybribio Biotech Co.Ltd(300639) ( Guangdong Hybribio Biotech Co.Ltd(300639) . SZ) fell by more than 5%.
In the afternoon, affected by the sharp decline of the market, the market of the sector fell back. As of the closing, only 11 companies rose and 6 fell, of which Nanjing Vazyme Biotech Co.Ltd(688105) rose in the late trading and closed up at 13.59% Thalys Medical Technology Group Corporation(603716) ( Thalys Medical Technology Group Corporation(603716) . SH) and Bgi Genomics Co.Ltd(300676) rose 10.03% and 9.98% respectively, and Guangzhou Wondfo Biotech Co.Ltd(300482) closed up 3.71%; Ansu Biology (688075. SH) fell by the limit, Shenzhen Yhlo Biotech Co.Ltd(688575) ( Shenzhen Yhlo Biotech Co.Ltd(688575) . SH) fell by 9.34%, approaching the limit, Zhejiang Orient Gene Biotech Co.Ltd(688298) weakened throughout the day and closed down by 6.97%.
The times Financial Times noticed that before the announcement of the antigen detection message (March 11) on March 11, the financial times of the times Financial Times noticed that before the announcement of the antigen detection news, the funds had already been available to ambush stocks in advance. Among them, Guangzhou Wondfo Biotech Co.Ltd(300482) \ \z) a number of pharmaceutical stocks were listed on the list, but judging from the recent disk, The capital game is serious.
On the morning of March 14, Li Chaowei, general manager of Huixin capital, told the Times financial analysis, "the opening rise is lower than the call auction, and it does not rule out that the institutions that ambush in advance are shipping. The reason is that the matter was expected last Friday (March 11) and 10 enterprises were approved in a short time, so it is difficult to avoid the price war."
Li Chaowei also said that the pharmaceutical sector has medium and long-term investment value, and the short-term game situation is uncertain. It is not recommended for investors to catch up.
Guangzhou Wondfo Biotech Co.Ltd(300482) sold more than 1 billion in two days
On March 12, the official website of the State Food and drug administration showed that it approved the application change of covid-19 antigen detection products of five enterprises, namely Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biology; On March 13, another five companies were added to the list, including Beijing Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Beijing Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin bosis, Chongqing Mingdao jietest, Beijing Lepu diagnosis, etc.
At the secondary market level, the listed companies corresponding to the above approved list include Nanjing Vazyme Biotech Co.Ltd(688105) , Bgi Genomics Co.Ltd(300676) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ( Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) . SH), Beijing Hotgen Biotech Co.Ltd(688068) , Lepu Medical Technology (Beijing) Co.Ltd(300003) ( Lepu Medical Technology (Beijing) Co.Ltd(300003) . SZ).
However, several stocks began to rise sharply since March 9, Guangzhou Wondfo Biotech Co.Ltd(300482) 3 March 10 and March 11 reached the dragon and tiger list, with a cumulative increase of 55.96% from March 9 to March 14.
Judging from the trading of individual stock funds, Guangzhou Wondfo Biotech Co.Ltd(300482) gained the "20cm" limit, and there was no lack of travel subsidy promotion.
On March 10, except that Shenzhen Stock connect bought more than 60 million yuan, hot money CITIC Hangzhou Wensan Road business department and CAITONG Hangzhou Shangtang Road business department both bought more than 30 million yuan; However, on March 11, the stock was sold on a large scale, with a total net sales of 343 million yuan, and the seats sold were institutions.
On March 10-11, the Guangzhou Wondfo Biotech Co.Ltd(300482) dragon and tiger list was purchased by 820 million yuan and sold by 1.079 billion yuan.
In the Guangzhou Wondfo Biotech Co.Ltd(300482) stock bar, many investors complained. On December 3, the company's "secret kit" was approved by the public opinion, and the reason for Hu's laughter was that Hu's expression was approved by the company. The next day, Hu Hong apologized and said that yesterday's circle of friends was caused by personal affairs. It was really my thoughtlessness and didn't realize the anxiety of everyone at the moment of the epidemic. Relevant contents have been deleted for the first time. I sincerely apologize to you here.
It is noteworthy that on March 13, Guangzhou Wondfo Biotech Co.Ltd(300482) announced that the covid-19 virus antigen detection kit developed by the company had changed the approval documents of medical devices on March 12. At present, the company is preparing the production materials before going online. As of the announcement date, no antigen detection reagent products after the registration certificate has been changed have been put on the market.
On March 10 and March 11, 2010, lianglianban was listed on the list of "dragon and tiger", and the overall purchase was 292 million yuan, of which the business department of Huaxin Shanghai Branch bought more than 70 million yuan in two trading days. The cumulative increase of the stock from March 9 to 14 was 63.33%, and the range turnover rate reached 146.18%.
Nanjing Vazyme Biotech Co.Ltd(688105) march 11 saw a net sale of 113 million yuan, the Sales Department of Tianfeng Shenzhen Branch bought 14 million yuan, the hot money of UBS Shanghai Huayuan Shiqiao Road business department and dongcaishan nanxiangqu East Road business department bought more than 22 million yuan, and the institutions sold more than 160 million yuan. The stock Rose 44.32% from March 8 to 14.
Huatai Securities Co.Ltd(601688) or become the "biggest winner"
Tianfeng Securities Co.Ltd(601162) pharmaceutical and biological analyst Yang Song pointed out that antigen detection is a supplementary means of nucleic acid detection to further improve the efficiency of epidemic prevention and control. According to the existing prevention and control strategies, antigen detection is a supplementary means, which can not replace the results of nucleic acid detection, and nucleic acid detection is still the gold standard. The opening of antigen detection range is mainly used to deal with the characteristics of rapid transmission of covid-19 mutant strain Omicron, control the source of infection in a short time and further improve the efficiency of epidemic prevention and control.
Taking the overall overseas testing market as a reference, Yang Song made relevant predictions for Chinese testing products. It said that from the perspective of price dimension, the official pricing of various products has not been announced yet. In the medium term, referring to the price of nucleic acid and antibody in China, the price of single copy of 10 mixed and 1 mixed test is 10 yuan. However, due to the high short-term demand, the price of antigen detection products is expected to be relatively high.
There is no doubt that the listing of antigen detection products will boost the performance of relevant enterprises. At the same time, institutions that "ambush in advance" will also benefit from this, among which Huatai Securities Co.Ltd(601688) may become the biggest winner.
Times finance noted that Huatai Securities Co.Ltd(601688) became one of the top ten circulating shareholders of Bgi Genomics Co.Ltd(300676) in the third quarter of last year, holding 5.02 million shares, with a shareholding ratio of 1.91%; In addition, 10000 industry preferred mixed investment funds (LOF) and China Merchants Guozheng biomedical investment index also increased their positions in the third quarter of last year Bgi Genomics Co.Ltd(300676) , with the current shareholding ratios of 4.3% and 0.83% respectively.
At the same time, Huatai Securities Co.Ltd(601688) also bought Shanghai Labway Clinical Laboratory Co.Ltd(301060) , holding 424500 shares, with a shareholding ratio of 1.05%, ranking first among the top ten circulating shareholders. Coincidentally, Huatai Securities Co.Ltd(601688) added Beijing Hotgen Biotech Co.Ltd(688068) , holding 369600 shares, with a shareholding ratio of 0.84%.
In terms of market value, the total market value of Bgi Genomics Co.Ltd(300676) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Beijing Hotgen Biotech Co.Ltd(688068) three individual stocks held by Huatai Securities Co.Ltd(601688) is 586 million yuan, an increase of 49.91 million yuan over the previous trading day.
In terms of other institutions, land stock connect bought Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , holding 4.72 million shares, with a shareholding ratio of 3.13%, in the third quarter of last year; At the same time, the shareholding ratio of Lu Yutong has increased by 104.59% and Lu Yutong has also increased by 98.59%; Huabao CSI Medical Index Fund and Xinhua Life Insurance bought Lepu Medical Technology (Beijing) Co.Ltd(300003) , and currently hold 10.73 million shares and 10.57 million shares respectively, with a shareholding ratio of 0.69% and 0.68%.
It is worth noting that Nanjing Vazyme Biotech Co.Ltd(688105) is a new share listed on the science and innovation board in November last year, and there is no figure among the current shareholders. The IPO price of the stock was 55 yuan / share, which hit a medium high of 130.5 yuan on December 22 last year. After that, it fell sharply, once down to about 77 yuan, and then rebounded. As of March 14, it closed at 120.74 yuan / share, a new high in nearly two months.
