Since the new year, the performance of the Shanghai stock index has been relatively low, but there is a concept of medical segmentation, and the market continues to rise: Helicobacter pylori treatment and detection. The rising trend of this emerging concept is not a flash in the pan, but out of a more sustainable market. Plate leader Zhejiang Yatai Pharmaceutical Co.Ltd(002370) closed the trading limit again today and closed five consecutive boards. Since the new year, the share price has increased by 66%.
The market began to pay attention to this sector after the new year. On the news surface, the U.S. Department of health and human services issued the 15th edition of carcinogen report, adding 8 kinds of carcinogens, of which Helicobacter pylori chronic infection was listed as a clear carcinogen . Before the official announcement, Helicobacter pylori infection was internationally recognized as a class I carcinogen of gastric cancer. It can be said that the prevention and control of Helicobacter pylori infection is the most important controllable risk factor for the prevention of gastric cancer.
In fact, Helicobacter pylori self-test products on the market are quite mature . Taking the search results of well-known retail platforms as an example, there are many brands and low prices. the commonly used quadruple therapy of Helicobacter pylori was published nearly a decade ago and has long been popularized . There are many manufacturers of amoxicillin, clarithromycin, rabeprazole and bismuth potassium citrate, which are affordable drugs and produced by several listed pharmaceutical enterprises. why does this concept gain market attention?
Not all stocks in the Helicobacter pylori concept plate rose fiercely. Except Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , other stocks rose within 20% after the formation of the plate index. Zhejiang Yatai Pharmaceutical Co.Ltd(002370) is unique. It has been trading for five consecutive days, which is inseparable from the push of funds.
According to Zhejiang Yatai Pharmaceutical Co.Ltd(002370) the three-day dragon tiger list on January 11 and January 7, Huaxin Securities Shanghai Branch ranked first in the buying list. The net purchase amount in the three trading days on January 11 exceeded 8 million, and the net purchase amount in the three trading days before January 7 was 14.7 million yuan. The famous business department China Galaxy Securities Co.Ltd(601881) Beijing Beijing Centergate Technologies (Holding) Co.Ltd(000931) street has appeared on the recent dragon and tiger list of Zhejiang Yatai Pharmaceutical Co.Ltd(002370) .
All kinds of funds in Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , a small cap stock with a total market value of 4 billion, worked together to raise the limit for five consecutive trading days.
From the overall perspective of the sector, Zhang Jinyang of Guosheng Securities said that the current round of market situation of the theme of “Helicobacter pylori” shows that the market still has a desire for the theme. Since then, some new main lines of medicine have been gradually formed and need to be paid attention to, such as “rehabilitation” (based on the great change of population structure), innovative drugs of traditional Chinese medicine (based on policy considerations), etc. . Generally speaking, medicine has entered the long-term distribution range, with the bottom patiently upward. In the first half of 2022, The bottom-up stock selection strategy based on the track rather than the track should be the main tone.
