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growth hormone was included in the centralized purchase Changchun High And New Technology Industries (Group) Inc(000661) and the market value evaporated by nearly 20 billion yuan for two consecutive days
Changchun High And New Technology Industries (Group) Inc(000661) (000661) fell again on the 20th. Yesterday, the stock broke the limit in the afternoon, and its market value fell below the 100 billion mark. So far, the stock has fallen by the limit for two consecutive days, and the market value has evaporated nearly 20 billion yuan.
On the news side, it is understood that the stock suddenly collapsed, or was mainly affected by a message. Yesterday, Guangdong Pharmaceutical Trading Center issued the notice of centralized drug purchase of Guangdong alliance. Among the 276 drug purchase lists, recombinant human growth hormone of Kinsey pharmaceutical, Anhui Anke Biotechnology (Group)Co.Ltd(300009) and other companies were included in the centralized purchase. Kinsey pharmaceutical is a subsidiary of Changchun High And New Technology Industries (Group) Inc(000661) .
According to the documents, the procurement subject is all public medical institutions (including military medical institutions) in the alliance area, and the designated social medical institutions and designated pharmacies of medical insurance can participate voluntarily. For the purchase order, the public medical institution shall fill in the first year’s pre purchase quantity corresponding to the approval number, dosage form and specification, and make statistics only according to the first year’s pre purchase quantity filled in by the public medical institution. The drugs in the purchase list are divided into two parts. The first part is blood products and the second part is other drugs. The latter is divided into non exclusive drugs and exclusive drugs. Recombinant human growth hormone varieties are included in the non exclusive drug purchase order.
It is reported that a total of 25 recombinant human growth hormone products of different batches of 6 companies participated in the reported volume procurement of public medical institutions, of which 7 were reported by Changchun High And New Technology Industries (Group) Inc(000661) subsidiary kinsay pharmaceutical and 8 were reported by Anhui Anke Biotechnology (Group)Co.Ltd(300009) , 3 were reported by Novo Nordisk, Zhongshan Weiming Haiji and Shanghai United cel respectively, and only 1 was reported by LG Life Science in South Korea.
Dongguan Securities pointed out that according to the centralized procurement document of diclofenac and other drugs of Guangdong alliance, in the procurement of growth hormone alliance, the average value of the highest valid application price of nine water needle specifications is 12.69 yuan / IU, which is more than 60% different from the online price of water needle of kinsay pharmaceutical in recent years. In terms of growth hormone powder injection, the average value of the highest valid application price of 11 specifications is 14.77 yuan / IU, which is less different from the current market price. On the whole, there is little difference between the highest effective application price for growth hormone powder injection and water injection of the same specification. The Guangdong growth hormone alliance will not bid for powder injection and water injection in the procurement, and the price limit rules are relatively strict, resulting in a large expected price reduction of water injection, which exceeds the market expectation.
The agency said that the current market pattern of growth hormone is more caused by market-oriented competition, and the role of medical insurance is less. Whether the current pattern will be broken mainly depends on the performance of growth hormone water needle suppliers in the alliance procurement. If some enterprises adopt more radical strategies and some enterprises take conservative measures, radical enterprises may open competition channels through the hospital market and seize the hospital market share of unsuccessful enterprises. The impact of the purchase of growth hormone alliance still needs to observe the final decision of enterprises and the results of joint mining.
the release of good performance was good. Last year, the highest net profit increased nearly fourfold and 14 times. Big bull stocks rose strongly again
After a short correction, Andon Health Co.Ltd(002432) (002432) opened high on the 20th and closed the trading limit again. On January 18, the stock hit an all-time high of 88.88 yuan in the intraday trading, then plunged rapidly, fell by the limit on the same day, and fell again by 5.27% the next day. Since the stock started at a low of 5.8 yuan on October 28 last year, the maximum increase has exceeded 14 times compared with the current historical high.
In terms of news, on the 19th, Andon Health Co.Ltd(002432) disclosed the performance forecast for 2021. It is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be RMB 900 million-1.2 billion, a year-on-year increase of 271.4% to 395.19%. It is worth noting that the net profit of the company in the first three quarters of 2021 is about 50.128 million yuan. Based on this calculation, Andon Health Co.Ltd(002432) the net profit in the fourth quarter of 2021 is expected to be 850 million yuan to 1.15 billion yuan. Since its listing in 2010, the company has achieved a cumulative net profit of about 71.87 million yuan in the 11 years to 2020. In other words, the net profit of the company in the fourth quarter of last year exceeded the total net profit of the past 11 years.
Recently, the company has been doing well. On January 16, Andon Health Co.Ltd(002432) announced that the company learned in the early morning of January 15, 2022 Beijing time that the company’s U.S. subsidiary ihealth labs Inc was authorized by the U.S. Food and Drug Administration (FDA). The New Coronavirus (SARS-CoV-2) antigen was rapidly detected by the POC (PointOf Care) professional version of the kit (colloidal gold immunochromatography) and obtained the emergency use authorization (EUA) and received the authorization letter from the US Food and Drug Administration (FDA) to iHealth America. After obtaining the U.S. emergency use authorization (EUA), the product can be used in the United States and countries / regions that recognize the U.S. fdaeua during the U.S. public health emergency state.
While releasing the positive, the company has also issued risk tips for many times to remind investors to pay attention to investment risks and invest rationally. On the 17th, the company issued a risk warning again, saying that the single month performance of the kit product does not represent the annual performance, and the historical performance of the product does not represent the future performance. The company’s share price is currently at an all-time high, which does not rule out the risk of falling in the future.
At the same time, the company pointed out eight risks in terms of the uncertainty of epidemic development and market competition in the United States, and especially pointed out that the contract and order execution between the U.S. subsidiary and New York, Massachusetts and the U.S. Department of health and human services were affected by local epidemic, the company’s supply chain capacity and other factors, There may be a risk of failure to perform on schedule or in full. The U.S. government can request to stop the execution of the contract and cancel the subsequent procurement without any reason. The Seller shall bear the corresponding risks and possible losses.
The company also said that at present, the company’s share price is at an all-time high and does not rule out the risk of falling in the future. The company hereby reminds investors that the company will strictly implement the relevant provisions on information disclosure of listed companies and timely fulfill the obligation of information disclosure. It also takes this opportunity to remind investors again that there are many rumors on the Internet platform. Investors are requested to take the information officially released by the company as the standard and do not calculate the company’s performance and future trend without basis. There are many factors affecting the stock price of the secondary market, and the development of the epidemic in the United States in the future is still uncertain. The sales of kit products are affected by many factors. Investors are invited to pay attention to investment risks and invest rationally.
covid-19 drug concept strengthened again Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) reached a new high Jinghua Pharmaceutical Group Co.Ltd(002349) rose 2.5 times in the past month
Covid-19 drug concept was active again on the 20th. As of press time, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose by more than 15% and hit a new high again. The stock has risen by 89% in the last six trading days; Jinghua Pharmaceutical Group Co.Ltd(002349) rose again, and the stock has soared about 2.5 times in the past month; In addition, Zhejiang Jianfeng Group Co.Ltd(600668) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) , Zhejiang Tianyu Pharmaceutical Co.Ltd(300702) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) and other increases were higher.
On Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) 17, the company issued a risk warning that the company was not in the list system of qualified suppliers of MSD, the company did not sign any cooperation agreement with MSD, had no cooperative relationship with MSD, and did not supply uridine products to MSD.
As a pharmaceutical intermediate, the production process of uridine is relatively mature, and there is no high technical barrier and market access threshold. In 2020 and January September 2021, uridine products accounted for 11.02% and 9.63% of the company’s operating revenue in each period respectively, which had little impact on the performance. At present, the company has no orders for uridine in hand.
For covid-19 drugs, Zhongtai Securities Co.Ltd(600918) pointed out that seeking effective drug treatment has been a priority since the outbreak of covid-19. Compared with macromolecular drugs (such as neutralizing antibody drugs), small molecular oral drugs have the advantages of direct antiviral effect, low production cost and medication cost, easy storage and transportation conditions, convenient administration and good patient compliance. Oral covid-19 drugs are expected to become a more convenient choice for the treatment of covid-19 pneumonia in the future. At present, there are two small molecule drugs approved by EUA in the world, namely, Mercure East muppeville and Pfizer paxlovid; China is not included in the generic drug licensing agreement signed with MPP (drug patent pool). Therefore, domestic covid-19 oral drugs are in a very important strategic position for epidemic prevention and control in China.
the agricultural sector pulled up, and chicken and pork stocks performed actively Shandong Xiantan Co.Ltd(002746) and other trading limits
The agricultural sector pulled up on the 20th, and chicken and pork stocks were active. As of press time, in terms of chicken concept, Shandong Xiantan Co.Ltd(002746) rose by the limit, Wens Foodstuff Group Co.Ltd(300498) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Shandong Minhe Animal Husbandry Co.Ltd(002234) and so on; In terms of pork concept, Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Shandong Delisi Food Co.Ltd(002330) limit, Hunan Zhenghong Science And Technology Develop Co.Ltd(000702) , Muyuan Foods Co.Ltd(002714) and other outstanding performances.
In terms of chicken, according to the monitoring data of xinmu.com, the average sales prices of slow, medium and fast yellow feather chickens in China in December last year were 8.8, 7.4 and 7.0 yuan / kg respectively, up 0.3%, 1.3% and 3.5% month on month respectively. It is reported that in December last year, the average sales price of white feather broilers nationwide was 8 yuan / kg, up 4.3% month on month. Benefiting from the month on month rise of average sales price, the profitability of the industry continued to improve.
In terms of pork, according to pig Yitong data, the average price of pigs nationwide last week was 14.01 yuan / kg, down 8.78% on a weekly basis. From the supply side, the annual marketing task of large-scale breeding groups has been completed by the end of 2021, and the supply pressure has weakened after the festival. However, considering that the stock of fertile sows has turned negative for the first time since July 2021, the current supply side pressure is still large. From the demand side, affected by the low pig price in the early stage, the peak consumption season of the Spring Festival has been advanced, coupled with the repeated trend of the recent covid-19 pneumonia epidemic, and the pork consumption side is relatively depressed. Overall, on the premise of relatively abundant supply side, pig prices may continue to fluctuate before the Spring Festival, with limited upward space. The decline of pork consumption after the festival may drag down the bottom of pig prices for the second time.
Huaxi Securities Co.Ltd(002926) believes that the most pessimistic time in the current industry expectation has passed, the downward trend of pig price will continue to reduce the stock of breeding sows, and the inflection point of pig cycle will accelerate. From the current time node, the average market value of some high-quality pig breeding stocks has fallen to a historically low level, and the configuration window has been gradually opened. For the selection of specific targets, it is recommended in turn: Wens Foodstuff Group Co.Ltd(300498) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) . In addition, Jiangxi Zhengbang Technology Co.Ltd(002157) , Tech-Bank Food Co.Ltd(002124) , New Hope Liuhe Co.Ltd(000876) , Tecon Biology Co.Ltd(002100) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Tangrenshen Group Co.Ltd(002567) , Hunan New Wellful Co.Ltd(600975) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Shenzhen Kingsino Technology Co.Ltd(002548) are expected to benefit fully.
the domestic large aircraft C919 is expected to be delivered this year, and the aviation manufacturing industry chain is expected to benefit
During the two sessions in Shanghai in 2022, Wu Yongliang, member of Shanghai CPPCC and deputy general manager of COMAC, said that the domestic C919 project is still in the airworthiness certification stage and is expected to be delivered in 2022. C919 is a large jet civil aircraft developed by China in accordance with international civil aviation regulations and with independent intellectual property rights, with a range of 4075 to 5555 kilometers.
China Securities Co.Ltd(601066) pointed out that the airframe of C919 passenger plane is mainly Chinese suppliers, and the airframe business is mainly undertaken by three listed companies Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , AVIC aircraft and Avic Shenyang Aircraft Company Limited(600760) . According to 35% of the value, assuming that the price of each C919 is US $50 million and the body manufacturing value is US $17.5 million, of which three listed companies account for about US $10 million. According to COMAC’s latest forecast, from 2020 to 2039, the global demand for narrow body airliners will be 20000, and China’s demand will be 4620, with an average annual demand of 231. If calculated according to the design capacity of COMAC’s 150 aircraft per year, it is expected to bring an annual increment of US $2.625 billion (about RMB 18 billion) to the listed companies of the complete machine factory.
From the perspective of upstream and downstream industrial chains, body manufacturing will demand upstream raw materials, and companies such as Weihai Guangwei Composites Co.Ltd(300699) , Baoji Titanium Industry Co.Ltd(600456) will also benefit. In the manufacturing of avionics system and electromechanical system of C919 airliner, although cooperation still depends on joint ventures with foreign suppliers, many listed companies such as Avic Jonhon Optronic Technology Co.Ltd(002179) , Avic Electromechanical Systems Co.Ltd(002013) , Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , China Avionics Systems Co.Ltd(600372) also participate to provide subsystem or component products.
the state owned assets supervision and Administration Commission promotes the restructuring and integration of the iron and steel field. It is suggested to pay attention to three types of attribute targets
At the press conference on the economic operation of central enterprises in 2021 held on January 19, the state owned assets supervision and Administration Commission of the State Council said that it would solidly promote the reorganization, formation and professional integration of central enterprises this year. Focus on the implementation of national strategies such as supply side structural reform, innovation driven development and building a manufacturing power, steadily promote the restructuring and integration of iron and steel and other fields in accordance with the principle of “mature one household and promote one household”, and timely study and establish new central enterprise groups in relevant fields.
Citic Securities Company Limited(600030) pointed out that the key period of 2022 winter storage has entered, and major steel mills have successively issued this year’s winter storage policies. This year’s winter storage has the following characteristics: 1) the average price of winter storage has reached a new high in recent years, and the price shows an upward trend with the passage of winter storage time; 2) Due to the early spring festival this year and the obvious delay of inventory accumulation cycle, the storage accumulation cycle in 2022 winter is greatly shortened; 3) The proportion of steel mills choosing price locking policy for winter storage has increased significantly; 4) The winter storage cycle, progress and magnitude are differentiated among different regions; 5) At present, the willingness of short process steel mills still below the profit and loss line to participate in this round of winter storage is very low. On the whole, from steel mills to traders, they are optimistic about the follow-up price, and the increase of winter reserves has also brought about the unexpected short-term demand.
In the process of re understanding iron and steel, the iron and steel industry is going through two irreversible stages of long-term production restriction and concentration improvement, which is of far-reaching significance to the development of the industry. While supply side reform, upgrading of industrial chain and energy structure and responding to the dual carbon and dual control policy, it is considered that the allocation value of A-share steel sector is high in the stage of demand growth and gross profit margin improvement. It is suggested to focus on the investment targets with the following three attributes: first, the targets with cost advantages; 2、 M & A and new production capacity development exceed expectations; 3、 Enterprises with the advantages of producing special varieties. Highlight Zhejiang Jiuli Hi-Tech Metals Co.Ltd(002318) , Baoshan Iron & Steel Co.Ltd(600019) , Xinyu Iron & Steel Co.Ltd(600782) , Nanjing Iron & Steel Co.Ltd(600282) , Tiangong International; It is recommended to focus on Shanxi Taigang Stainless Steel Co.Ltd(000825) .
