[today's Guide]
The new version of covid-19 diagnosis and treatment plan is released! These two drugs are written into the diagnosis and treatment plan, and the company has the production and sales of key intermediates
The promotion of vaccines + specific drugs, and the new diagnosis and treatment scheme may provide guarantee for the repair of the industry. This company has a number of element resources and occupies a leading position in the region
Competing with Tesla, the auto giant will build a new electric factory, and these companies have entered their supply chain in advance
The company's customers include Pfizer, Andon Health Co.Ltd(002432) , Guangzhou Wondfo Biotech Co.Ltd(300482) , etc
The maximum price increase of outsourcing factory is 50%! Strong demand for power semiconductors
[subject details]
New version of diagnosis and treatment plan! These two drugs are written into the diagnosis and treatment plan. The company has the production and sales of key intermediates
The national health and Health Committee released the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth), to further standardize the antiviral treatment. Two specific anti covid-19 drugs approved by the State Food and drug administration were written into the diagnosis and treatment plan, namely: pf-07321332 / ritonavir tablets (paxlovid) and domestic monoclonal antibody (ambavizumab / romisvir monoclonal antibody injection).
At present, the demand for covid-19 antiviral drugs is extremely urgent. According to who data, Europe alone added more than 3.6 million confirmed covid-19 cases in the first week of March, and the number of weekly covid-19 deaths in the region has been above 10000 since last July. According to Pfizer's own expectations, about 250 million people worldwide need antiviral drugs in 2022, and there is a big gap at present. On February 8, Pfizer estimated paxlovid's sales of $22 billion in 2022 according to the contract signed or negotiated at the end of January. From the perspective of indication population, paxlovid obtained emergency approval for use by people over 12 years old in the United States. On March 9, the company launched the phase 2 / 3 clinical trial of the drug in children under 12 years old, and the applicable population is expected to be further expanded. On February 11, the State Food and Drug Administration approved Pfizer covid-19 oral small molecule drug paxlovid with conditions Citic Securities Company Limited(600030) analysis pointed out that the current influenza pandemic of COVID-19 has gradually become the consensus of the market. Referring to the influenza vaccine combination of "oral vaccine specific drugs", small molecule oral anti COVID-19 drugs will become one of the most effective anti epidemic measures in the future, and the market will be wide.
Among A-share listed companies, Jinghua Pharmaceutical Group Co.Ltd(002349) Sun company Nantong senxuan ritonavir series intermediates have a planned annual production capacity of 230 tons Xiamen Weijia, a Wuhan Hiteck Biological Pharma Co.Ltd(300683) holding subsidiary, mainly produces and sells key intermediates such as ritonavir and lopinavir China Meheco Group Co.Ltd(600056) signed an agreement with Pfizer on March 9, 2022 and will be responsible for the commercial operation of Pfizer covid-19 virus treatment drug paxlovid in the Chinese market during the term of the agreement (2022).
vaccine + specific drug promotion, new diagnosis and treatment schemes may provide guarantee for the repair of the industry. This company has a number of element resources and occupies a leading position in the region
The national health and Health Commission issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). In this regard, the CICC research report pointed out that the adjustment of the diagnosis and treatment plan may help to partially alleviate the medical pressure and provide guarantee for the repair of long-distance travel under the epidemic. Previously, the tourism development plan for the 14th five year plan issued by the State Council clearly pointed out that "under the condition of normalization of epidemic prevention and control, innovate and improve China's tourism, step by step and orderly promote inbound tourism and steadily develop outbound tourism on the premise of effective control of the international epidemic", pointing out the direction and drawing a road map for China's inbound and outbound tourism.
With the successful launch of covid-19 vaccine and specific drugs, the epidemic situation in China is expected to be effectively controlled. East Asia Qianhai Securities believes that the Spring Festival travel data reflects the rising willingness of people to travel and travel. At present, the tourism industry has been at a relatively low valuation due to the repeated impact of the previous epidemic. With the continuous improvement of the epidemic situation, the social service and tourism sectors are expected to hit the bottom and rise, and the estimated value has a broad space to rise in the future Caitong Securities Co.Ltd(601108) said that according to the comprehensive contribution of tourism to GDP published by the Ministry of culture and tourism in the basic situation of tourism market every year and the direct added value of tourism published by the National Bureau of statistics in the added value of tourism and related industries every year, China's tourism output multiplier can be calculated to be about 2.4; That is, every additional unit of output of tourism will increase the total output by 2.4% Under the multiplier effect, the leading and radiating effects of tourism industry are becoming more and more prominent. Under the background of double circulation and expanding domestic demand, the multiplier effect of tourism makes it play an important role in promoting domestic demand. It is optimistic about the performance of tourism this year.
Among A-share listed companies, Btg Hotels (Group) Co.Ltd(600258) has 20 core brands and more than 40 products, covering a full range of hotel products of "high-end", "medium and high-end", "economical", "leisure vacation" and "social entertainment" Yunnan Tourism Co.Ltd(002059) has a number of tourism element resources such as scenic spots, travel agencies, transportation, tourism hotels and tourism culture, and has built an industrial chain system covering tourism elements such as "food, housing, transportation, tourism, shopping and entertainment", and many tourism elements take the lead in Yunnan Province China Cyts Tours Holding Co.Ltd(600138) is the first listed tourism company in China with the development background of a large central financial holding group.
and Tesla "compete on the same stage". This auto giant will build a new electric factory. These companies have entered their supply chain in advance
Volkswagen Group held the 2022 annual communication meeting on March 15. According to Volkswagen's prediction, the sales of pure electric vehicles will increase again in 2022, accounting for 7% to 8% of the total sales of Volkswagen Group. To this end, the group will establish a new electric factory and R & D center next to the Wolfsburg factory, which will compete with Tesla Giga Berlin factory; The group will also build its own charging stations in the global market and is expected to build 45000 charging piles worldwide by 2025. So far, about 10000 have been put into use.
At present, Europe has become the best selling market for Volkswagen electric vehicles, with the market share of electric vehicles reaching 25%, twice that of fuel vehicles. In the U.S. market, the market share of Volkswagen electric vehicles reached 7.5%, and the sales volume reached the second place in the market.
In the highly competitive Chinese market, Volkswagen Group delivered 92700 electric vehicles in 2021, more than four times the sales volume in 2020; In 2022, the group will promote the electric vehicle strategy in the Chinese market as planned, with the goal of doubling the sales of pure electric vehicles China Securities Co.Ltd(601066) analysis points out that under the expectation of steady economic growth in 2022, the demand for automobile terminal consumption is expected to improve, the impact of superimposed supply side "core shortage" is weakened, and the resonance between supply and demand is expected in the second half of the year. With the strengthening of consumption attributes and the trend of electric intelligence, the demand for component function upgrading and incremental links is expected to open up new growth space.
Among the A-share listed companies, Fawer Automotive Parts Limited Company(000030) has made significant progress in supporting the market of new energy products, and successfully obtained the order of Volkswagen MEB platform to supply inverter, electric compressor, air conditioner, chassis module, electric water pump and other products Essence Fastening Systems (Shanghai) Co.Ltd(301005) new energy vehicle related products are mainly used in electric control inverter and motor, automobile chassis welding, powertrain system, gearbox, cooling system, battery pack, charging pile and seat. Customers include Tesla, Byd Company Limited(002594) , Volkswagen and other vehicle manufacturers at home and abroad Guangdong Senssun Weighing Apparatus Group Ltd(002870) in terms of new energy and charging pile business, it has provided all-round products and services for Volkswagen, Audi, SAIC passenger cars, general motors, etc.
antigen detection products will accelerate the approval and listing, or further release the production capacity of upstream raw materials. The company's customers include Pfizer, Andon Health Co.Ltd(002432) , Guangzhou Wondfo Biotech Co.Ltd(300482) and others
The National Health Council has released the ninth version of the New Coronavirus pneumonia diagnosis and treatment plan. The plan says that based on nucleic acid detection, antigen detection should be added as a supplement to further improve the early detection ability of the case. In addition, the State Food and Drug Administration held a party group (expanded) meeting yesterday, which called for accelerating the approval and listing of covid-19 virus therapeutic drugs and covid-19 virus antigen detection reagents.
Compared with nucleic acid test, the antigen sensitivity is low. According to the approved official website data, the average sensitivity is 90-96%; For some low positive patients with high CT value (CT value is an indicator of virus load), there is a risk of missed detection. However, the test time does not exceed 15 minutes and does not require professional operation. It has the advantage of fast inspection in some scenarios. At the same time, during the continuous progress of the epidemic, it can be used as a positive primary screening to reduce the production pressure of nucleic acid detection and reduce the comprehensive cost. It can be used as an effective supplement to nucleic acid testing, and can play a role in insufficient nucleic acid force measurement or emergency scenarios. According to the analysis of Kaiyuan securities, on the upstream raw material side, companies that master the upstream and downstream technologies of biological reagents and actively extend to the downstream end products of biological reagents, have a complete range of products, and will directly benefit from intensive cultivation of subdivided fields such as recombinant proteins and antibodies. The demand of high polymer consumables manufacturers producing antigen detection sampling tubes, especially those relying on the advantages of high polymer consumables production line technology and mold development, will promote the further release of production capacity.
Among A-share listed companies, Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) provides flexible packaging and hard packaging products for pharmaceutical customers, including Pfizer, Andon Health Co.Ltd(002432) , Guangzhou Wondfo Biotech Co.Ltd(300482) , etc Acrobiosystems Co.Ltd(301080) covid-19 virus anti epidemic products include recombinant protein and antibody products, which are used as raw materials of covid-19 virus anti epidemic antibody detection products and antigen detection products respectively Nanjing Vazyme Biotech Co.Ltd(688105) in the field of covid-19 business, it mainly provides enzyme raw materials for covid-19 nucleic acid detection and covid-19 antibody / antigen detection kit.
outsourcing factory has a maximum price increase of 50%! Strong demand for power semiconductors
It is reported that the supply chain has reported that thanks to the strong demand for power semiconductors such as automotive MOSFETs and the full capacity of the 6-inch chip foundry, Hanlei, as an outsourcing factory, will comprehensively increase the quotation for the key customer Infineon by up to 50%. At the same time, it is expected to actively expand the capacity of the third generation semiconductor silicon carbide (SIC), and the shipment volume will grow in multiple levels this year.
According to IHS data, China's power semiconductor market is expected to reach US $18.270 billion (RMB 116451 billion) in 2022, and CAGR will reach 7.11% from 2018 to 2022. East Asia Qianhai nihua research report believes that the imbalance between supply and demand in the semiconductor industry has not been significantly alleviated. In the long run, the restoration of supply and demand balance is expected to be delayed until 2023, and the scale of downstream demand industries for power semiconductors continues to expand. Among them, the rapid development of new energy vehicles, industry, renewable energy power generation and other fields will drive the continuous expansion of power semiconductor market space, Domestic power semiconductor products represented by IGBT are accelerating into the golden development period.
Among the listed companies, Starpower Semiconductor Ltd(603290) in the IGBT module market, it will rank sixth in the world in 2020. In the field of new energy vehicles, it has added several main motor controller projects of 800V system using all SiC MOSFET modules Wuxi Nce Power Co.Ltd(605111) is one of the first enterprises in China to master superjunction theory and technology and mass produce shielded gate power MOSFET and superjunction power MOSFET. The product voltage has covered a full range of products from 12V to 1350v, with more than 1300 kinds.
