institutional research did not stop at the beginning of the year. As of press time, 128 A-share companies had received institutional research and disclosed investor relations activity records in the first trading week of A-Shares in 2022 (January 4-7). Among them, Huadong Medicine Co.Ltd(000963) , Ganyuan Foods Co.Ltd(002991) , Northking Information Technology Co.Ltd(002987) became the first batch of companies to be investigated by more than 100 institutions in the new year.
In the first trading week, major indexes such as the Shanghai index, the Shenzhen Composite Index and the gem index fell together. Among them, the Shanghai index fell 1.65% and 3600 points in the week, and the gem index fell for four consecutive years in the beginning of the year, with a weekly decline of 6.8%. While the market fell, the market style changed suddenly, and high boom tracks such as lithium battery, photovoltaic, semiconductor and military industry generally callback. Traditional blue chip sectors such as real estate, household appliances, architectural decoration, petroleum and petrochemical, banking and so on have been greatly promoted.
Basically in line with the pace of the market, in the first week of 2022, the surveyed stocks fell more or less, and about 60% of the company’s share prices fell in a week. However, some companies rose sharply against the market. For example, Shenzhen Absen Optoelectronic Co.Ltd(300389) , Skyworth Digital Co.Ltd(000810) , Northking Information Technology Co.Ltd(002987) ranked among the top gainers among the surveyed stocks, and the weekly gains of the three companies were about 39%, 30% and 19% respectively.
Institutional research trends also reflect changes in market style. The number of chemical enterprises in the upstream of new energy has decreased significantly. Last year, some companies in the unpopular sectors such as banking, petroleum and petrochemical and real estate were also investigated. On the whole, most of the research was received in the mechanical equipment, electronics, medicine and biology sectors, with 17, 16 and 15 companies in the industry receiving research respectively.
In terms of popular stocks, Huadong Medicine Co.Ltd(000963) , Ganyuan Foods Co.Ltd(002991) and Northking Information Technology Co.Ltd(002987) were investigated by more than 100 institutions a week. Among them, Huadong Medicine Co.Ltd(000963) is the most popular, with more than 280 reception institutions.
On January 5, 525 investors from more than 280 institutions and individuals, including Goldman Sachs Group, Gaoyi assets, BlackRock and Sequoia Capital, attended the online conference of Huadong Medicine Co.Ltd(000963) . In the first trading week of the new year, Huadong Medicine Co.Ltd(000963) shares rose 7.94% to 43.39 yuan / share, and its biomedical sector fell about 3% a week.
The research mainly focuses on the expansion of Huadong Medicine Co.Ltd(000963) in the field of industrial microbiology. In May 2021, Huadong Medicine Co.Ltd(000963) put forward the strategic plan to build an industrial microorganism sector for the first time. It is reported that Huadong Medicine Co.Ltd(000963) has been deeply cultivated in the field of industrial microbiology for many years. The company’s core products are bailing capsule, acarbose, cyclosporine, mycophenolate mofetil and tacrolimus.
In the past two years Huadong Medicine Co.Ltd(000963) it has accelerated its expansion in this field. At the beginning of 2020, it invested and established Zhejiang Hunda Biotechnology Co., Ltd. (“Hunda biology”) as its R & D and innovation platform in the field of industrial microbiology. In November and December 2021, Hubei Meiqi Health Technology Co., Ltd. (“Meiqi health”) was invested and established, and 100% equity of Anhui Huachang high tech Pharmaceutical Co., Ltd. (“Huachang high tech”) after bankruptcy and reorganization was acquired, speeding up the construction of industrialization platform.
In terms of product layout in subdivided areas, Huadong Medicine Co.Ltd(000963) said that the company’s industrial microbial business can be divided into four areas: pharmaceutical APIs and high-end intermediates, special functional chemicals, great health and medical and American raw materials, biomaterials and enzyme preparations. The business of pharmaceutical raw materials and high-end intermediates is mainly undertaken by Sino US Huadong, a wholly-owned subsidiary, and its holding subsidiaries Hunda biology and Jiuyang biology; The industrialization landing platform of special functional chemicals is Huachang high tech, which will focus on the industrialization of nucleoside series products, including basic nucleoside, deoxynucleoside, modified nucleoside, protective nucleoside and triphosphorylated nucleoside; The industrialization platform of great health and medical beauty raw materials business is the joint venture Meiqi health. After it is completed and put into operation in 2023, it can meet the R & D and production needs of great health and medical beauty raw materials.
Huadong Medicine Co.Ltd(000963) Huachang high tech acquired at the end of last year is the focus of the organization. Huadong Medicine Co.Ltd(000963) introduction: the nucleosides planned to be produced by Huachang high tech mainly involve modified nucleosides, which can be used in the field of mRNA; Protective nucleosides can be used in the field of oligonucleotide drugs; Triphosphorylated nucleosides may directly enter the terminal application in drugs. In terms of capacity investment, Huachang high tech’s capacity climbing will have an overall scheme design, which also depends on the project planning process, and will be made public after obtaining the approval of relevant local departments.
In addition, the organic organization asked whether the company has terminal product planning in the field of great health and medical and American raw materials, Huadong Medicine Co.Ltd(000963) said that at present, the company has no terminal product planning in the above fields, but it does not rule out the possibility of R & D, production and sales of relevant terminal products in the future
(source: e company)
