The State Council issued the tourism development plan for the 14th five year plan, which proposed to promote inbound tourism step by step and steadily develop outbound tourism under the premise of effective control of the international epidemic.
5 Chinese pharmaceutical enterprises were approved to imitate MSD covid-19 oral liquid
On January 20, the medicines patent pool (MPP) announced that it had signed agreements with 27 enterprises to produce molnupiravir, an oral covid-19 antiviral drug, and to produce and supply molnupiravir generic drugs with high quality and affordable oral covid-19 antiviral drugs for 105 low – and middle-income countries or regions around the world.
Among them, 5 companies will focus on the production of APIs, 13 companies will produce APIs and preparations at the same time, and 9 companies will produce preparations. These companies are located in 11 countries around the world, including Bangladesh, China, Egypt / Jordan, India, Indonesia, Kenya, icon, Pakistan, South Africa, South Korea and Vietnam.
The information also shows that there are five enterprises eligible for imitation in China, including Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Langhua pharmaceutical, Longze pharmaceutical, Brightgene Bio-Medical Technology Co.Ltd(688166) and Desano pharmaceutical.
Covid-19 is still listed as a public health emergency of international concern by the World Health Organization (who). Therefore, MSD, Ridgeback and Emory University, which invented the drug, will not receive royalties for molnupiravir sales from the Sublicensees authorized by MPP.
Recently, on the A-share market, stocks related to the treatment of covid-19 pneumonia rose sharply. However, the main funds were sold sharply. According to the statistics of data treasure, from the first day of 2022 to January 20, 12 covid-19 specific drug concept stocks, the net outflow of main funds exceeded 2.2 billion yuan, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , North Chemical Industries Co.Ltd(002246) net outflow exceeded 500 million yuan, Shanghai Junshi Biosciences Co.Ltd(688180) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) net inflow exceeded 250 million yuan, of which Shanghai Junshi Biosciences Co.Ltd(688180) covid-19 oral drug vv116 was approved for emergency use in Uzbekistan, and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) was bound to the azvudine expectation of real organisms.
release of the 14th five year plan for tourism
According to Xinhua news agency, the State Council issued the tourism development plan for the 14th five year plan, which proposed to timely study and judge the situation of prevention and control of covid-19 pneumonia outside China and the development and changes of the international environment, scientifically adjust the management measures for relevant personnel to come to China, and actively build a healthy, safe and orderly order of personnel exchanges between China and foreign countries on the premise of ensuring the safety of epidemic prevention. Timely launch the inbound tourism promotion action and issue the inbound tourism development support policies.
The plan proposes to promote the integrated development of tourism in the Great Bay area of Guangdong, Hong Kong and Macao, support the prosperity and development of Hong Kong’s tourism industry, promote the construction of Macao’s world tourism and leisure center, and support Macao to hold the World Tourism Economic Forum and international tourism (industry) Expo.
The tourism planning is clear. By 2025, the development level of tourism will be continuously improved, the modern tourism system will be more perfect, the effective supply, high-quality supply and flexible supply of tourism will be richer, and the consumption demand of mass tourism will be better met.
in 2020, the income of tourism industry will drop to the level of eight years ago
Tourism is an indispensable part of GDP. According to the data of the National Bureau of statistics, China’s tourism revenue exceeded 55 trillion yuan in 2019, a record high. During the 13th Five Year Plan period, inbound and outbound tourism developed in a healthy and orderly manner, with the annual total number of inbound and outbound tourists exceeding 300 million. Tourism is also one of the industries most seriously affected by the covid-19 epidemic. In 2020, the tourism revenue decreased to 2.23 trillion yuan, which fell sharply compared with 2019 and returned to the level eight years ago (2012).
From the perspective of the contribution of tourism revenue to GDP, it increased steadily from 2010 to 2019. The contribution reached a record high of 5.8% in 2019, but only 2.2% in 2020.
In the future, on the basis of ensuring safety, promoting inbound tourism will be good for the tourism industry in 2022. Since December 21 last year, the A-share tourism sector index has rebounded by more than 12%, up 5.2% this year.
8 tourism stocks have more than 10% room to rise
Under the influence of the epidemic, listed tourism companies have suffered heavy losses in both stock prices and performance. Compared with 2020, the performance of Listed Companies in the tourism industry recovered in 2021. With the Spring Festival approaching, the tourism market is expected to improve. China Tourism Research Institute estimates that in 2022, the number of tourists in China will be 3.980 billion, and China’s tourism revenue will be 3.81 trillion yuan, an increase of 16% and 27% respectively year-on-year, returning to 70% of the level in the same period in 2019.
According to the statistics of securities times and databao, the total stock market value of tourism sector 23 is nearly 500 billion. The market value of tax-free Mao China Tourism Group Duty Free Corporation Limited(601888) alone is as high as 378.546 billion yuan, and the market values of Songcheng Performance Development Co.Ltd(300144) , China Cyts Tours Holding Co.Ltd(600138) , Yunnan Tourism Co.Ltd(002059) are more than 7 billion yuan.
In terms of performance, the performance of China Tourism Group Duty Free Corporation Limited(601888) 2021 is expected to increase. Huangshan Tourism Development Co.Ltd(600054) , Emei Shan Tourism Company Limited(000888) , China Cyts Tours Holding Co.Ltd(600138) and Songcheng Performance Development Co.Ltd(300144) institutions predict that the net profit in 2021 may double, of which Huangshan Tourism Development Co.Ltd(600054) made a small profit of 25 million yuan in the first three quarters of 2021.
From the perspective of rising space, eight stock institutions unanimously predicted that the target price would rise by more than 10% compared with the latest price, China Tourism Group Duty Free Corporation Limited(601888) , Tibet Tourism Co.Ltd(600749) , Guilin Tourism Corporation Limited(000978) all exceeded 40%, and Wuhan Sante Cableway Group Co.Ltd(002159) , Songcheng Performance Development Co.Ltd(300144) three stocks exceeded 15%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
