It soared by 150 billion in 9 days! Smart money hunts “double cattle” and remands 10 times of shares
Today’s market is another day of polarization. Subject stocks rise and fall, and new and old track stocks continue to be hammered. In just two weeks and nine trading days, the concept of in vitro diagnosis increased by 21% and the total market value increased by 153.1 billion yuan. According to the estimation of 2.14 million shareholders, the per capita profit was 710000!
In terms of individual stocks, Andon Health Co.Ltd(002432) continued to lead the rise with the board, Hangzhou Alltest Biotech Co.Ltd(688606) , Asahi biology, Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) 20cm limit, Medicalsystem Biotechnology Co.Ltd(300439) , Hangzhou Biotest Biotech Co.Ltd(688767) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Nanjing Vazyme Biotech Co.Ltd(688105) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) and so on, and Changzhou Qianhong Biopharma Co.Ltd(002550) , Jinan High-Tech Development Co.Ltd(600807) , Shanghai Runda Medical Technology Co.Ltd(603108) , Xilong Scientific Co.Ltd(002584) and so on.
Andon Health Co.Ltd(002432) board again
On January 14, the leading concept stock Andon Health Co.Ltd(002432) of the high standard of in vitro diagnosis rose again after the opening, at 75.28 yuan / share, and walked out of the fourth board, with a total market value of 36.029 billion yuan. Since November, the Andon Health Co.Ltd(002432) share price has successively gained 27 trading limits, with a cumulative increase of more than 10 times.
On the latest news, before the opening on January 14, Andon Health Co.Ltd(002432) announced that its subsidiary ihealth labs Inc (hereinafter referred to as “U.S. subsidiary”) and the U.S. Army contract management command signed the ihealth covid-19 antigen home self-test OTC kit product (hereinafter referred to as “antigen kit”) procurement contract on January 13 local time and came into force. The total contract price tax exceeded 8.1 billion yuan, exceeding 50% of the company’s main audit business income in 2020.
main force rush to raise doubled shares
Driven by Andon Health Co.Ltd(002432) , in the context of only two weeks of the new year, a large number of cattle stocks have emerged in the concept of in vitro diagnosis.
According to the data of China stock market news choice, since January this year, the main funds have bought a total of 16 shares with a net value of more than 100 million yuan, of which three stocks such as Asahi biology, Hangzhou Biotest Biotech Co.Ltd(688767) , Beijing Hotgen Biotech Co.Ltd(688068) have doubled, Hangzhou Alltest Biotech Co.Ltd(688606) , Zhejiang Orient Gene Biotech Co.Ltd(688298) have increased by more than 70%, Jiangsu Bioperfectus Technologies Co.Ltd(688399)
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangzhou Wondfo Biotech Co.Ltd(300482) and others increased by more than 50%.
leveraged capital explosion
In addition to the main funds, leveraged funds, which have always been sensitive to the market, also actively layout the concept of in vitro diagnosis. According to the data of China stock market news choice, leveraged funds have financed a net purchase of 34 in vitro diagnosis concept stocks since January, of which 20 have financed a net purchase of more than 30 million yuan.
It is worth noting that there is no lack of leveraged funds to double bull stocks. For example, the net purchase of Beijing Hotgen Biotech Co.Ltd(688068) leveraged funds is 180 million yuan, and the share price has doubled in only two weeks since this year.
Similarly, the doubled bull stocks include anxiu biology and Hangzhou Biotest Biotech Co.Ltd(688767) , with net purchases of leveraged funds of more than 70 million yuan and 30 million yuan respectively.
private placement of ten times of cattle
In addition to the main funds and leveraged funds, private placement also lurked ten times the Bull Stock Andon Health Co.Ltd(002432) in advance.
Since the organic structure shouted the cross year market last year, Andon Health Co.Ltd(002432) is the first bull stock to go out of 10 times the market.
It is worth noting that Beixin Ruifeng Fund – Tibet trust – Yunding No. 22 single fund trust – Beixin Ruifeng fund Bairui No. 143 single asset management plan newly held Andon Health Co.Ltd(002432) 1971 million shares in the third quarter of 2021.
Based on the closing price of 6.69 yuan on September 30, the market value of Beixin Ruifeng fund is 131.8 million yuan. According to the estimation of the highest intraday price of 75 yuan on Andon Health Co.Ltd(002432) December 31, if there is no reduction, it has made more than 1.4 billion yuan.
In addition, Shenzhen Wanshuntong Asset Management Co., Ltd. – Wanshuntong No. 11 private securities investment fund newly held Andon Health Co.Ltd(002432) 11431500 shares in the third quarterly report of 2021. If calculated at the closing price of 6.69 yuan on September 30, the market value of Wanshuntong assets is 76.476 million yuan. Similarly, if the highest intraday price on Andon Health Co.Ltd(002432) December 31 was 59 yuan, the market value of Wanshuntong assets reached 674.4 million yuan, making a sudden profit of nearly 600 million yuan.
institutional outlook
For the future market trend, institutions have expressed their views.
Shanxi Securities Co.Ltd(002500) said that the “high-low switching” of the market will continue, and the consumer sector will benefit from the support of the price increase logic or have a stronger momentum for valuation repair. It is suggested to pay attention to the undervalued sub sectors such as traditional Chinese medicine and high-value consumables boosted by the favorable policies. At the same time, the valuation repair of real estate, building materials and other sectors is still mainly affected by the expectation of “stable growth”, The expected adjustment impact risk is still, and it does not have the internal driving force to form a trend upward momentum. It is recommended to deal with it carefully.
Everbright Securities Company Limited(601788) believes that at present, we can not arbitrarily copy the bottom, but we can “focus on individual stocks and ignore the index”. We can look for phased trading opportunities for the current popular concepts such as medicine, infant and child, phosphorus chemical industry and so on. Overall, the index risk has been further released. Under the background that the transaction volume remains above trillion, the rebound market may be on the way.
