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“Glovegrass” Intco Medical Technology Co.Ltd(300677) ( Intco Medical Technology Co.Ltd(300677) ) opened sharply lower on the 29th, and fell to the limit after intraday shock. Since the beginning of this year, the trend of the stock has been poor. Since the high point of 74.5 yuan on January 14, it has fallen by more than 50%.
Yesterday’s report showed that the company’s operating revenue in the first quarter decreased by 2.88 billion yuan year-on-year in 20203; The net profit attributable to shareholders of listed companies was 83.493 million yuan, a year-on-year decrease of 97.77%. The basic earnings per share was 0.15 yuan / share, a year-on-year decrease of 97.93%.
The 2021 annual report disclosed by the company on the same day shows that during the reporting period, the company achieved an operating revenue of 16.24 billion yuan, a year-on-year increase of 17.37%, and the net profit attributable to shareholders of listed companies was 7.43 billion yuan, a year-on-year increase of 6.04%; The basic earnings per share is 13.6 yuan / share. At the same time, the company disclosed the profit distribution plan for 2021, which plans to distribute cash dividends of 7.5 yuan (including tax) to all shareholders for every 10 shares based on the total share capital on the registration date of dividends and dividends, and increase 2 shares for every 10 shares to all shareholders with capital reserve.
Intco Medical Technology Co.Ltd(300677) pointed out that the global disposable protective gloves Market has grown rapidly in recent years. According to the statistical analysis of frost Sullivan report, the global disposable gloves Market has steadily increased from 385.9 billion in 2015 to 529 billion in 2019, with a compound annual growth rate of 8.2% from 2015 to 2019. The annual demand for disposable gloves can significantly exceed the global demand for cross infection in 2020. Medical workers, service workers and manufacturing workers are willing to consciously wear medical protective gloves to ensure the safety of themselves and others. The global demand has increased significantly.
In the first quarter of 2021, the demand and price of gloves reached the peak level. In the face of this huge market demand, many glove enterprises around the world expanded their production capacity to a certain extent. At the same time, as the epidemic situation in various countries is gradually controlled, as well as the R & D and promotion of vaccines and drugs, the epidemic situation is gradually controlled, the demand for gloves is gradually normalized, and it takes a certain time to digest the inventory accumulated in different channels. Due to the expansion of production capacity and the gradual return of demand to a stable state, the market is facing a situation of phased supply exceeding demand, and the price also continues to fall. At present, the sales price of some channels is close to the pre epidemic level. Moreover, due to the high cost of raw materials and energy and the re imposition of U.S. tariffs, the industry is facing both opportunities and challenges. The company will continue and quickly adjust its business strategy in line with market changes.
The company said it would steadily promote production capacity construction in combination with market conditions and industry conditions. At the same time, it plans to increase production capacity in Vietnam and other Southeast Asian countries to cope with the changes in China US trade relations, strengthen the construction of overseas supply chain and better deal with the opportunities and challenges of the disposable gloves industry. The company will increase its market share by improving the production scale and product quality, so as to grasp the long-term demand of China and overseas markets.
hepatitis concept stocks are active Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) four link board Hybio Pharmaceutical Co.Ltd(300199) and other big rises
Hepatitis concept stocks had an active intraday trend on the 29th. As of press time, Hybio Pharmaceutical Co.Ltd(300199) intraday 20cm trading limit was staged Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) , Jinghua Pharmaceutical Group Co.Ltd(002349) , etc. all rose by the limit, Shenzhen Yhlo Biotech Co.Ltd(688575) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Xiamen Amoytop Biotech Co.Ltd(688278) , etc. It is worth noting that Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) has been trading for four consecutive trading days.
In terms of news, more than 10 countries in Europe, North America and Asia have reported cases of unexplained childhood hepatitis since the UK first reported it earlier this month. The European Center for disease prevention and control said that as of April 26, nearly 200 cases had been reported worldwide, most of which were concentrated in Europe.
The who said that since April, this unexplained hepatitis case first appeared in the UK. The first case appeared in January 2022. Symptomatic infections are usually healthy young children. According to the British health department, the clinical symptoms of the confirmed cases are acute hepatitis, a significant increase in liver enzymes, usually accompanied by jaundice, and sometimes gastrointestinal symptoms. But most sick children do not have a fever.
It is reported that at present, the etiology of unexplained children’s hepatitis cases reported by various countries is still uncertain. The British investigation shows that the etiology “most likely” is adenovirus infection. Adenovirus is a kind of common virus, which spreads from person to person. In rare cases, adenovirus can cause hepatitis. The agency believes that the continuous emergence of unexplained cases of hepatitis in children will enhance people’s attention to liver disease protection, and listed companies in the field of liver disease protection are expected to receive attention in the short term. In fact, with the increasing number of cases, relevant concept stocks in the market have performed.
Shanghai stock index rose due to intraday shock securities sector strengthened stock transaction transfer fee decreased from now on
On April 29, after the opening of the Shanghai index, the strong shock rose, the Shenzhen composite index also strengthened, and the trend of the gem index was relatively weak. As of press time, brokerage stocks have been active, The Pacific Securities Co.Ltd(601099) led, Chinalin Securities Co.Ltd(002945) , Xiangcai Co.Ltd(600095) and other gains have been higher.
On the news side, on April 28, CSDCC issued a notice that from April 29, 2022, the stock transaction transfer fee will be reduced by 50%, that is, the stock transaction transfer fee will be charged from the current Shanghai and Shenzhen market A-Shares according to the transaction amount of 0.02 ‰, Beijing market A-Shares and listed company shares according to the transaction amount of 0.025 ‰, and uniformly reduced to 0.01 ‰.
Based on the transaction volume of 256 trillion yuan in Shanghai and Shenzhen in 2021, this move can reduce the transaction cost for investors by about 5 billion a year.
It is reported that since 2012, the transfer fee of stock trading has been adjusted four times, and the first three times occurred in May, September and July 2015 respectively. Among the three adjustments, the rate adjustment range in 2015 was relatively large. At that time, China Securities Depository and Clearing Co., Ltd. collected the transfer fee from the Shanghai stock market according to the transaction face value of 0.3 ‰ and the Shenzhen stock market according to the transaction amount of 0.0255 ‰ from the investors of the buyer and the seller respectively. The unified adjustment was to collect the transfer fee from the investors of the buyer and the seller according to the transaction amount of 0.02 ‰. The rate adjustment range of the Shanghai stock market was greater than this adjustment.
Some analysts pointed out that in the long run, the reduction of the transaction transfer fee will help reduce investors’ transaction costs, boost market trading sentiment, improve market trading activity, and be good for the long-term healthy and stable development of the stock market. In the history of resumption of trading, csdct lowered the transfer fee of stock trading three times in April 2012, August 2012 and July 2015 respectively. On the day after the previous announcement of the reduction, the brokerage sector showed positive performance, and the brokerage index rose by 2%, 1.33% and 8.59% respectively.
Citic Securities Company Limited(600030) pointed out that the reform continued the reform idea of regulators to reduce transaction costs for investors and improve the service capacity and efficiency of capital market since 2022. After improving the market liquidity through the reform of cash for goods, we will further stimulate the enthusiasm of investors by directly transferring profits and promote the healthy development of the capital market. The previous reform mainly focused on settlement institutions, which is expected to be gradually extended to more fields such as CSRC, exchanges and tax authorities. In the future, it may further reduce the transaction costs of investors and enhance the market vitality by adjusting stamp duty.
from next month, China’s coal import tentative zero tax rate thermal power sector or concern
According to the official website of the Ministry of finance, in order to strengthen the guarantee of energy supply and promote high-quality development, the Tariff Commission of the State Council recently issued the announcement on adjusting coal import tariffs. The announcement said that from May 1, 2022 to March 31, 2023, the provisional import tax rate of zero will be implemented for all coal.
Tianfeng Securities Co.Ltd(601162) believes that with the coal price entering the downward channel, the cost pressure of thermal power generation is expected to be relieved, driving the improvement of profitability. At the same time, the market-oriented reform of electricity price continued to advance, the high price of electricity in many places rose, and some power generation costs were channeled downstream. Therefore, the performance of Q2 thermal power industry is expected to usher in marginal improvement. Under the background of the decline of thermal power investment, the coal price is expected to fall, which is expected to become a hedge in the thermal power industry.
Henan Yuneng Holdings Co.Ltd(001896) ( Henan Yuneng Holdings Co.Ltd(001896) ) company is deeply engaged in the energy industry, and the diversified development pattern has initially taken shape. It has become the only provincial capital holding comprehensive energy listed company in Henan province that integrates thermal power generation, new energy, pumped storage, coal trade logistics and comprehensive energy services.
Huadian Power International Corporation Limited(600027) ( Huadian Power International Corporation Limited(600027) ) company is one of the listed power generation companies with the largest installed capacity in China. Its power generation assets are distributed in 12 provinces, cities and autonomous regions across the country, with strong ability to resist system risks. In addition to coal-fired generator units, the installed types of power generation also include gas-fired power generation, hydropower generation and other types of units. The industrial chain is relatively perfect, and the coal industry, coal logistics and trade business are developed in the upstream.
Shanghai Electric Power Co.Ltd(600021) ( Shanghai Electric Power Co.Ltd(600021) ) power generation business is the core business of the company. By the end of 2021, the company’s holding installed capacity was 190531 million KW, and clean energy accounted for 55.24% of the installed capacity, including 8.528 million kw of coal power, accounting for 44.76%, 2.8662 million kw of gas power, accounting for 15.04%, 3.7984 million kw of wind power, accounting for 19.94%, and 3.8605 million kw of photovoltaic power, accounting for 20.26%.
more than 80% of pharmaceutical enterprises increased their income last year outstanding performance in the anti epidemic sector
In 2021, when a series of medical insurance fee control policy reforms entered the deep-water area and many outbreaks occurred in many places, pharmaceutical and biological listed companies achieved gratifying results: more than 80% of the enterprises recorded a year-on-year increase in operating revenue last year, and more than 60% of the company’s net profit achieved a year-on-year increase.
From the perspective of subdivided fields, covid-19 testing, covid-19 vaccine and other anti epidemic related companies have achieved outstanding performance. On the basis of doubling or even several times of last year’s annual net profit, many companies continued to achieve double high growth in the first quarter of this year.
According to statistics, as of press time, a total of 386 listed companies in Shenwan pharmaceutical and biological industry have issued 2021 annual reports, with an overall revenue of more than 2 trillion yuan. The median operating income and net profit were 1.5 billion yuan and 189 million yuan respectively.
Among them, 244 companies had an operating revenue of more than 1 billion yuan in 2021, and 255 companies had a net profit of more than 100 million yuan, accounting for 63% and 66% respectively; There are only 39 loss making companies, 21 less than that in 2020; 20 companies turned losses into profits.
Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Jointown Pharmaceutical Group Co.Ltd(600998) temporarily took the champion and runner up of operating revenue, with 215.8 billion yuan and 122.4 billion yuan respectively; The net profit of the top runner up is Chongqing Zhifei Biological Products Co.Ltd(300122) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , which is 10.2 billion yuan and 8 billion yuan respectively. In terms of performance growth, the operating revenue of Shanghai Allist Pharmaceuticals Co.Ltd(688578) -u, Rongchang biology, Sinocelltech Group Limited(688520) -u, Cansino Biologics Inc(688185) u and the net profit of Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) , Harbin Medisan Pharmaceutical Co.Ltd(002900) all increased by more than 100 times last year.
In addition, in the first quarter of this year, the achievements of pharmaceutical and biological enterprises were still bright. 148 companies achieved double growth in operating revenue and net profit, accounting for 54% of the total number of enterprises that have released the first quarterly report. In addition to the anti epidemic sector, enterprises of traditional Chinese medicine, API and chemical agents generally achieved performance growth.
From the perspective of subdivided industries, the performance of Companies in the track of medical devices and chemical agents is outstanding, especially covid-19 vaccine and covid-19 test related to anti epidemic. The average operating revenue of 35 covid-19 testing related enterprises increased by 67% last year, and the average net profit increased by 112%.
The net profit of Cansino Biologics Inc(688185) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Daan Gene Co.Ltd(002030) and other pharmaceutical enterprises hit a record high last year. Among them, Cansino Biologics Inc(688185) 2021 achieved a net profit attributable to the parent company of 1.914 billion yuan, making a profit for the first time. The securities abbreviation was changed from ” Cansino Biologics Inc(688185) -u” to ” Cansino Biologics Inc(688185) “, becoming the first pharmaceutical enterprise to successfully “pick u” on the science and innovation board.
In the first quarter of this year, enterprises in covid-19 testing sector continued to maintain a high growth trend Zhejiang Orient Gene Biotech Co.Ltd(688298) in the first quarter of this year, the annual net profit increased by 74% on the basis of 193% year-on-year Hangzhou Biotest Biotech Co.Ltd(688767) net profit increased by 111% in the first quarter of this year, up from 91% last year.
In addition, the net profit growth of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangdong Hybribio Biotech Co.Ltd(300639) , Xilong Scientific Co.Ltd(002584) and other companies exceeded 100% in the whole year of last year and the first quarter of this year. Andon Health Co.Ltd(002432) , which has successively won a large order of covid-19 antigen detection reagents in the United States, is expected to have a net profit of more than 14 billion yuan in the first quarter of this year, with a year-on-year increase of more than 367 times.
