This week, SW pharmaceutical and biological industry lost the CSI 300 index. From April 25 to April 29, 2022, SW pharmaceutical and biological industry fell by 0.07%, underperforming the CSI 300 index by about 1.15 percentage points in the same period. Among the three-level segments of SW pharmaceutical and biological industry, only other biological products, offline pharmacies, hospitals and medical equipment recorded positive earnings, up 3.78%, 0.59%, 0.25% and 0.13% respectively; Other sectors recorded negative returns, of which medical consumables fell the most, down 6.97%; API and vaccine fell by 3.66% and 3.01% respectively.
This week, the pharmaceutical and biological industry had a net inflow of 55 million yuan. From April 25 to April 29, 2022, the land stock connect had a net inflow of RMB 5.114 billion, including a net outflow of RMB 4.583 billion from Shanghai Stock connect and a net inflow of RMB 9.697 billion from Shenzhen Stock connect. In the Shenwan industry, the net inflow of power equipment ranks first, and the net outflow of banks ranks first. This week, the pharmaceutical and biological industry had a net inflow of 55 million yuan, which was slightly higher than that of last week.
Industry news. On April 29, the State Food and Drug Administration reviewed and approved a covid-19 virus antigen detection reagent product again. As of April 29, the State Food and drug administration has approved 31 covid-19 virus antigen detection reagent products. Epidemic situation in China: from April 11 to April 15, 2022, the average daily number of asymptomatic infections in China increased by 11400, and the average daily number of confirmed cases increased by 2455, all of which were lower than that of last week; Among them, the average daily number of asymptomatic infections in Shanghai was 11000, and the average daily number of confirmed cases in Shanghai was 2260, which were lower than that of last week.
Maintain the recommended rating of the industry. The annual report of 2021 and the first quarter of 2022 for 2021 and the annual report of 2021 and the first quarter of 2022 have been disclosed. Short term attention has been paid to the opportunity to bounce back for stocks with good performance in the short term, such as CXO companies: Wuxi Apptec Co.Ltd(603259) 8202 ( Shanghai Medicilon Inc(688202) ); Subdivision leaders of scientific services: Acrobiosystems Co.Ltd(301080) ( Acrobiosystems Co.Ltd(301080) ), Suzhou Nanomicro Technology Co.Ltd(688690) ( Suzhou Nanomicro Technology Co.Ltd(688690) ), Shanghai Aladdin Biochemical Technology Co.Ltd(688179) ( Shanghai Aladdin Biochemical Technology Co.Ltd(688179) ), Nanjing Vazyme Biotech Co.Ltd(688105) ( Nanjing Vazyme Biotech Co.Ltd(688105) ), Shanghai Titan Scientific Co.Ltd(688133) ( Shanghai Titan Scientific Co.Ltd(688133) ), etc; Diagnostic service faucet Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) ( Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) ), Dian Diagnostics Group Co.Ltd(300244) ( Dian Diagnostics Group Co.Ltd(300244) ); Several covid-19 vaccine pipelines are arranged, and the mRNA vaccine under development is expected to be the first approved Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) ) in China; The medical device leader Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) etc; Chain medical faucet Aier Eye Hospital Group Co.Ltd(300015) ( Aier Eye Hospital Group Co.Ltd(300015) ); Brand traditional Chinese Medicine Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ( Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ), China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) ( China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) ), Beijing Tongrentang Co.Ltd(600085) ( Beijing Tongrentang Co.Ltd(600085) ), etc.
Risk tip: covid-19 epidemic continues to repeat, industry competition intensifies, product price reduction, product safety and quality risk, policy risk, R & D progress is lower than expected, etc.
