Many pig concept stocks lost money in the first quarter, their performance fell year-on-year, but their share prices resisted the decline.
After hours on April 26, Wens Foodstuff Group Co.Ltd(300498) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 14.586 billion yuan, a year-on-year decrease of 13.26%; The net profit loss was 3.763 billion yuan, a year-on-year decrease of 792.39%. For the loss in the first quarter, Wens Foodstuff Group Co.Ltd(300498) announced that the reason was “operating loss of pig industry”. In addition, Wens Foodstuff Group Co.Ltd(300498) the asset impairment loss in the first quarter was as high as 997 million yuan, which provided for the provision for the falling price of pig inventory
According to the annual report data of Wens Foodstuff Group Co.Ltd(300498) , the operating revenue of the company in 2021 was 64.954 billion yuan, a year-on-year decrease of 13.31%; The net loss was 13.404 billion yuan, which turned from profit to loss compared with the net profit of 7.426 billion yuan in the same period in 2020 Wens Foodstuff Group Co.Ltd(300498) said that the feed continued to rise, and the average sales price of hairy pigs decreased by 48.18% year-on-year, which significantly reduced the profit of the company’s pig breeding business year-on-year.
Judging from the eight pig concept stocks that have disclosed the first quarter report or performance forecast, only Henan Shuanghui Investment & Development Co.Ltd(000895) and Shandong Delisi Food Co.Ltd(002330) achieved profit in the first quarter and increased year-on-year. Beijing Shunxin Agriculture Co.Ltd(000860) is expected to have a net profit of about 90 million yuan to 118 million yuan in the first quarter, a year-on-year decrease of 68.38% – 75.88% .
Although the performance fell sharply, the share price resisted the decline. Since the beginning of this year, the share price of pig concept stocks has been relatively resistant to decline, with more than 70% of the stock price outperforming the market. The stock prices of Hunan New Wellful Co.Ltd(600975) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) and Wens Foodstuff Group Co.Ltd(300498) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tech-Bank Food Co.Ltd(002124) and other stocks have recorded positive values during the year, significantly outperforming the market.
Institutions tend to be optimistic about the future situation of pig concept stocks. According to the Ministry of agriculture and rural areas, as of mid April, the national pig price has rebounded slightly for three consecutive weeks, ending the 16 week continuous downward trend. The pig price in many places in the south is moving from the era of 6 yuan to the era of 8 yuan Gf Securities Co.Ltd(000776) believes that the rebound in pig prices has reduced the loss range. Recently, affected by the recovery of demand, the hoarding of slaughtering enterprises and other factors, the national pig prices have risen rapidly, the price rebound of piglets and breeding pigs is more obvious, and the sentiment of industry column filling has increased significantly. The short-term pig price rises too fast and faces certain adjustment pressure. The subsequent pig price may fluctuate upward gradually, and the cycle reversal still needs to wait.
two Omicron inactivated covid-19 vaccines approved for clinical trials
northward capital focuses on 4 shares
According to the official wechat news of China biology, the inactivated vaccine of Omicron variant covid-19 virus of Sinopharm Beijing Institute of biological products has obtained the clinical approval issued by the State Food and Drug Administration of China. This means that the Austrian inactivated vaccine of Sinopharm China biology is about to enter the clinical trial stage, becoming the first Austrian inactivated vaccine approved for clinical use in the world. In the form of randomized, double-blind and cohort study, China biology will conduct a sequential immune clinical study among people aged 18 and over who have completed 2 or 3 doses of covid-19 vaccine to evaluate the safety and immunogenicity of inactivated covid-19 virus vaccine of Omicron variant.
At the same time, the official wechat of Beijing Kexing Biological Products Co., Ltd. announced that the State Food and Drug Administration officially approved the covid-19 virus inactivated vaccine developed by Kexing holding Biotechnology Co., Ltd. (hereinafter referred to as “Kexing”) based on Omicron variant to enter clinical research to evaluate the safety and immunogenicity of covid-19 virus variant vaccine in various populations.
affected by this news, under the background of the decline of the market yesterday, China National Medicines Corporation Ltd(600511) quickly pulled up and closed the daily limit in the afternoon, China National Accord Medicines Corporation Ltd(000028) , Shanghai Shyndec Pharmaceutical Co.Ltd(600420) followed up
According to the statistics of securities times · databao, the stock price of concept stocks with covid-19 vaccine as a share layout has fallen by an average of 20.28% since April, and the stock prices of five stocks, including Cansino Biologics Inc(688185) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Tibet Rhodiola Pharmaceutical Holding Company(600211) , have all fallen by more than 30% in the month. According to the latest stock price’s high point since last year, the stock price of covid-19 vaccine concept stock has been adjusted back by more than 50% on average compared with the high point of last year, of which Cansino Biologics Inc(688185) has the largest correction range. The company’s stock price has fluctuated all the way down from the high point of 798 yuan / share in June last year, with a cumulative decline of 81.18%. However, according to the 2021 annual report disclosed by the company, Cansino Biologics Inc(688185) last year achieved an operating revenue of about 4.3 billion yuan, a year-on-year increase of 1717482%, and the net profit attributable to shareholders of listed companies was 1.914 billion yuan, a year-on-year increase of 582.65%. Due to the first profit, Cansino Biologics Inc(688185) became the first biotechnology company to successfully “pick u” on the science and innovation board.
At present, eight covid-19 vaccine concept stocks have released the performance report or performance forecast for the first quarter of this year. According to the report data or the lower limit data of the forecast, all of them have achieved profits The net profit attributable to the parent company in the first quarter of Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , and Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) exceeded 1 billion yuan. The net profit attributable to the parent company in the first quarter of Shenzhen Kangtai Biological Products Co.Ltd(300601) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) doubled year-on-year, with an increase of 893.93% and 360.18% respectively.
Northbound capital is optimistic about covid-19 vaccine concept stocks in the near future. Since last week, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Chongqing Zhifei Biological Products Co.Ltd(300122) have obtained net purchases of northbound capital of 979 million yuan and 434 million yuan respectively, and the net purchases of northbound capital of Shenzhen Kangtai Biological Products Co.Ltd(300601) , Huadong Medicine Co.Ltd(000963) have exceeded 100 million yuan.
