This morning, the A-share market strengthened as a whole, nearly 3000 shares rose, and both the Shanghai Composite Index and the Shenzhen Composite Index rose to varying degrees.
Wine sector led the market. Food and beverage, coal, health care and other sectors also led the increase.
However, several vaccine stocks suddenly fell collectively, among which the leading vaccine stock Chongqing Zhifei Biological Products Co.Ltd(300122) with a market value of nearly 200 billion yuan fell 18%.
What the hell happened?
Shanghai Stock Index strengthened, nearly 3000 shares rose
After yesterday’s adjustment, both the Shanghai Composite Index and the Shenzhen Composite Index strengthened this morning. The Shanghai Composite Index rose by more than 1% and then narrowed. The gem index turned green after rising.
In terms of industry sector, the wine sector led the rise Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , tianyoude liquor, Weilong Grape Wine Co.Ltd(603779) intraday limit, Hai Nan Yedao (Group) Co.Ltd(600238) , Jiugui Liquor Co.Ltd(000799) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Xinjiang Yilite Industry Co.Ltd(600197) , etc. Baijiu Wuliangye Yibin Co.Ltd(000858) rose more than 4%.
Zheshang Securities Co.Ltd(601878) ‘s research view suggests that COVID-19 epidemic will accelerate the upgrading of Baijiu industry, and post epidemic sectors will be highly flexible. The high infection rate of covid-19 epidemic in the past two years makes it have a far-reaching impact on the economic and social zero data. At the beginning of the epidemic, risk aversion often makes the market enter the adjustment period, but the sub sectors with high performance in the early stage tend to rebound in the middle and late stage.
Zheshang Securities Co.Ltd(601878) ‘s research view is that multi-layer uncertainty is the main cause of sector adjustment and the epidemic situation is the catalyst. The current Baijiu sector valuation center has been repaired to 28-30X. Zheshang Securities Co.Ltd(601878) believes that the market is worried about the slowdown in the economy or the Baijiu industry demand / industry boom or slowdown. Meanwhile, it is prudent to see the Baijiu spring festival start in the first quarter of 2022 under the pre epidemic situation, and it also has strong sensitivity to the negative data such as dynamic inventory and inventory.
Food and beverage, coal, health care and other sectors also led the increase.
Electrical equipment, mineral products and other sectors weakened.
The overall atmosphere of the market is good. As of the morning closing, nearly 3000 shares in the A-share market rose, with rising shares accounting for the majority.
On the news front, according to the news report of China Central Television, Premier Li Keqiang chaired an executive meeting of the State Council on April 13 to deploy policies and measures to promote consumption, help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; Decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade; Determine measures to increase financial support for the real economy and guide market players to reduce financing costs.
The meeting decided to encourage large banks with high provision level to reduce the provision rate in an orderly manner, timely use monetary policy tools such as RRR reduction, further strengthen financial support for the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households, reasonably transfer profits to the real economy and reduce comprehensive financing costs.
nearly 200 billion market value vaccine leader plummeted by 18%
vaccine stocks fell collectively
The vaccine leader with a market value of nearly 200 billion yuan plunged rapidly in the Chongqing Zhifei Biological Products Co.Ltd(300122) morning, plunging more than 18% in the session. The market value of the stock had been above 200 billion yuan for a long time, and fell below 200 billion yuan this morning.
While the Chongqing Zhifei Biological Products Co.Ltd(300122) share price plunged rapidly, other vaccine stocks also fell.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) after diving, firmly seal the limit.
Walvax Biotechnology Co.Ltd(300142) followed the downward trend, falling more than 7% during the session, and then the decline narrowed sharply.
On the news side, the World Health Organization (who) announced on its official website that a dose of human papillomavirus (HPV) vaccine can provide solid protection against cervical cancer.
The WHO advisory expert group on immunization strategy (SAGE) met from April 4 to 7 to assess the evidence emerging over the past few years that a single dose regimen is equivalent to a two – or three dose regimen.
Sage’s review concluded that a single dose of human papillomavirus (HPV) vaccine can provide reliable protection against HPV, the virus that causes cervical cancer, which is equivalent to the 2-dose regimen. This may change the rules of the game for disease prevention.
Who pointed out that cervical cancer is often referred to as the “silent killer”, which is almost completely preventable and an unfair disease; The new sage recommendations are based on concerns about the slow introduction of HPV vaccines into immunization programmes and low overall population coverage, especially in poorer countries.
Chongqing Zhifei Biological Products Co.Ltd(300122) 2021 semi annual report shows that the company’s listed vaccine products include independent products and agent products. Acting products include methadone tetravalent HPV vaccine and methadone jiuvalent HPV vaccine.
According to the record of investor relations activities disclosed by Chongqing Zhifei Biological Products Co.Ltd(300122) recently, in response to the question on the prospect of the future HPV vaccine market, Chongqing Zhifei Biological Products Co.Ltd(300122) said that according to the official website of MSD China, by the end of 2021, more than 16.5 million Chinese women of school age had been benefited through four price HPV vaccine and nine price HPV vaccine. At the same time, based on the current number of school-age people in China and the scale of new school-age people every year, people still have a large demand for HPV vaccine products. We have also learned that recently, many cities across the country have become the first batch of pilot cities for comprehensive prevention and control of cervical cancer in China. A series of actions have been carried out to reduce the prevalence of cervical cancer and encourage more women to actively participate in cervical cancer prevention and control. With the further improvement of HPV vaccination awareness and the continuous increase of cervical cancer prevention and education activities, it is believed that more school-age women will choose to vaccinate HPV vaccine for immune protection. Together with moshadong, Zhifei will continue to help meet the needs of disease prevention, do a good job in product import, promotion and sales according to the agreement, and help who accelerate the global strategy of eliminating cervical cancer and the realization of the goal of China’s “healthy China action”.
According to the annual report of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) 2021, the bivalent HPV vaccine of the company passed the WHO pre certification during the reporting period; The phase III clinical trial of nine valent HPV vaccine is progressing smoothly. The main clinical trial has completed the enrollment and vaccination, and the visit is ongoing. The head-to-head clinical trial with jiadaxiu 9 has completed the on-site work, and the young age bridging clinical trial has also been started and the enrollment work has been completed; The traditional lyophilized live attenuated varicella vaccine obtained the phase III clinical trial report; The new freeze-dried live attenuated varicella vaccine (vzv-7d) has completed phase IIa clinical trial and is carrying out phase IIB clinical trial; Nasal spray covid-19 vaccine entered the phase III clinical trial stage of international multi center, and successfully promoted the phase III clinical trial; The 20 valent pneumonia vaccine was approved by clinical implication. In order to realize the industrialization of nine valent HPV vaccine, new generation HPV vaccine, chickenpox vaccine and nasal spray covid-19 vaccine, the company is building vaccine production plants that meet the standards of FDA, EU, who and cGMP in China.
Walvax Biotechnology Co.Ltd(300142) recently said that the bivalent HPV vaccine has submitted the application for who PQ pre certification, and the certification will continue to be promoted in accordance with the certification process of who PQ pre certification Walvax Biotechnology Co.Ltd(300142) also said that the company’s bivalent HPV vaccine has received the drug registration certificate issued by the State Food and drug administration. It is expected to obtain the product batch issuance within the second quarter. At present, the access work of various provinces and cities in China has been carried out in succession.
