At the opening of trading on January 21, the covid-19 concept fell sharply. As of the closing, the wind covid-19 pneumonia detection index fell 5.91%. In addition, the in vitro diagnostic index fell 5.9%, the biotechnology index fell 4.83% and the pharmaceutical index fell 2.79%.
In terms of individual stocks, Changchun High And New Technology Industries (Group) Inc(000661) (000661. SZ), Asahi Biology (688075. SH), Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298. SH), {300584. SZ) fell by the limit, Frontier Biotechnologies Inc(688221) – U (688221. SH), Hangzhou Biotest Biotech Co.Ltd(688767) (688767. SH), Beijing Hotgen Biotech Co.Ltd(688068) (688068. SH), Hybio Pharmaceutical Co.Ltd(300199) (300199. SZ) fell by more than 15%, and Hangzhou Alltest Biotech Co.Ltd(688606) (688606. SH), Jiangsu Bioperfectus Technologies Co.Ltd(688399) (688399. SH), Medicalsystem Biotechnology Co.Ltd(300439) (300439. SZ) fell by more than 10%.
Contrary to the cold of pharmaceutical stocks in the secondary market, from the recent performance forecast of 2021 gradually disclosed, the performance of most pharmaceutical listed companies is better.
Among the 82 pharmaceutical listed companies that have been disclosed, 71 have pre profits, accounting for more than 80%, of which Chimin Health Management Co.Ltd(603222) is expected to have a year-on-year increase of more than 20 times, with an expected profit of 140-155 million yuan.
Among the more concerned covid-19 detection concept stocks, Beijing Hotgen Biotech Co.Ltd(688068) , Andon Health Co.Ltd(002432) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) are expected to increase net profit by more than 100% in 2021. Among them, Beijing Hotgen Biotech Co.Ltd(688068) net profit is expected to increase by 1684.65% – 1996.97% year-on-year, with an expected profit of 2-2.35 billion yuan.
For the coldness of covid-19 concept sector, Chen Donghua, investment director of Guangdong Fande Investment Co., Ltd., analyzed that it was mainly the influenza of foreign epidemic situation and the previous Changchun High And New Technology Industries (Group) Inc(000661) limit three board, which had a very bad impact on market sentiment.
On the same day, times finance called an Xu biology. The staff of its securities department said that perhaps due to the industry, the company’s operation was normal. “Today is not just our limit, but yesterday we had the opportunity to investigate. Everything is normal.”
The achievements of pharmaceutical enterprises report good news in a large area
With the opening of the annual report of A-share listed companies, the transcripts of enterprises in the pharmaceutical industry in 2021 have also been announced.
According to the statistics of times finance and economics, as of January 21, 71 of the 82 listed companies that have disclosed the performance forecast, accounting for more than 80%, and 24 companies are expected to increase by more than 100%.
Among them, Chimin Health Management Co.Ltd(603222) is expected to increase its net profit by more than 20 times year-on-year, with an expected profit of 140-155 million yuan. For the reasons for performance changes, Chimin Health Management Co.Ltd(603222) said that the main factors were the company’s sales of safety syringes (needles) increased significantly compared with the previous year, the increased profit of Yuncheng new friendship hospital Co., Ltd. by about 16.85 million yuan, and the company offset the litigation loss accrued in the early stage by about 11.26 million yuan.
Among the more concerned covid-19 detection concept stocks, Beijing Hotgen Biotech Co.Ltd(688068) , Andon Health Co.Ltd(002432) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) are expected to increase net profit by more than 100% in 2021.
Among them, Beijing Hotgen Biotech Co.Ltd(688068) net profit is expected to increase by 1684.65% – 1996.97% year-on-year, with an expected profit of 2-2.35 billion yuan. Beijing Hotgen Biotech Co.Ltd(688068) said that the company’s performance in 2021 achieved a large-scale growth compared with the same period of the previous year mainly due to the significant growth of overseas covid-19 detection reagent revenue.
The most profitable is Zhejiang Orient Gene Biotech Co.Ltd(688298) engaged in the research and development of in vitro diagnostic products, which is expected to achieve a net profit of about 4.72-5.12 billion yuan, a year-on-year increase of 181.45% – 205.31%.
However, some listed companies failed in the performance “big test” in 2021.
As of January 21, among the listed companies that have disclosed the performance forecast, 11 companies such as Baiji shenzhou-u, Maiwei bio-u, Jilin Zixin Pharmaceutical Industrial Co.Ltd(002118) and Yahong pharmaceutical-u are expected to have performance losses in 2021.
Although Baiji shenzhou-u expects its net profit in 2021 to increase by 3.27% ~ 24.96% over the same period of the previous year, it still has a loss of RMB 8.542 billion-11.012 billion, becoming the “king of loss in advance”. Baiji shenzhou-u said that it was mainly due to the continuous expansion of the sales scale of self-developed products in its main business in 2021. During the period, it obtained technical licensing income. At the same time, R & D projects increased and the project progress continued to expand.
In addition, the most serious year-on-year decline in performance is Zhongzhu Healthcare Holding Co.Ltd(600568) involving medical treatment, medicine and real estate. It is expected that the net profit will decline by 8177.29% – 5691.97% year-on-year. The company said that it was mainly affected by the adjustment of Guangxi’s western development policy that the enterprise income tax rate was increased by 10%; At the same time, it is affected by the medical insurance policy, resulting in great impairment risk to the goodwill formed during the acquisition. In addition, the real estate business is greatly affected by policies and periodicity, and the income also decreased significantly compared with the same period of the previous year.
Covid-19 concept stock collective diving
In the secondary market, pharmaceutical stocks did not rise due to the company’s earnings forecast.
On January 21, the covid-19 detection concept fell sharply. As of the closing, the wind covid-19 pneumonia detection index fell 5.91%, and the market value of 21 concept stocks evaporated a total of 34.653 billion yuan in a single day. As of the closing on January 21, Zhejiang Orient Gene Biotech Co.Ltd(688298) fell by the limit, and Beijing Hotgen Biotech Co.Ltd(688068) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Medicalsystem Biotechnology Co.Ltd(300439) , Andon Health Co.Ltd(002432) fell by more than 10%.
In addition, the relevant indexes of the pharmaceutical industry were also “dragged down”. The wind in vitro diagnostic index fell by 5.9%, the biotechnology index fell by 4.83% and the pharmaceutical index fell by 2.79%. In terms of individual stocks, Asahi biological fell by the limit, Frontier Biotechnologies Inc(688221) – u, Hybio Pharmaceutical Co.Ltd(300199) , Hangzhou Biotest Biotech Co.Ltd(688767) all fell to chicken feathers, down more than 15%.
On January 21, times finance called an Xu biology. The staff of its securities department said that perhaps due to the industry, the company’s operation was normal. “Today is not just our limit, but yesterday we had the opportunity to investigate. Everything is normal.”
In addition, some stocks fell due to other news.
On January 14, American capital group reduced 5800 shares of Cansino Biologics Inc(688185) bio-b (06185. HK), involving about HK $923700. Since this week, Cansino Biologics Inc(688185) – U (688185. SH) has fallen for 5 consecutive days, with a cumulative decline of 16.26%; Cansino Biologics Inc(688185) bio-b also fell by 15.47% this week.
In addition, Sunshine Guojian Pharmaceutical(Shanghai) Co.Ltd(688336) (688336. SH), which focuses on the research and development of antibody drugs, decreased slightly by 1.62% on the same day. Some market analysts believe that this is related to the resignation of Zhu Zhenping (Zhu Zhenping), the company’s core technician, director, deputy general manager and head of R & D. According to the 2020 annual report, Zhu Zhenping is specifically responsible for the improvement and overall management of the company’s R & D system and the diversified layout of R & D pipelines.
On January 21, Chen Donghua, investment director of Guangdong Fande Investment Co., Ltd., said in an interview with times finance that there were two main reasons for the cold of covid-19 concept sector, “One is that with the influenza epidemic in foreign countries, China has entered the post epidemic era, and the related concepts of covid-19 detection have been corrected; the other is that Changchun High And New Technology Industries (Group) Inc(000661) growth hormone has entered Guangdong centralized mining, falling to the limit for three consecutive boards, which has a very bad impact on market sentiment.”
On January 19, the long rumored centralized purchase of growth hormone was finally released. The Guangdong Provincial Drug Trading Center released the centralized purchase document of diclofenac and other drugs of Guangdong alliance, which showed that the price of growth hormone water injection decreased by 70%. Statistics show that the revenue of Changchun High And New Technology Industries (Group) Inc(000661) subsidiary kinsay pharmaceutical water needle accounts for as much as 70%, so Changchun High And New Technology Industries (Group) Inc(000661) was hit by centralized mining, and the share price fell by the limit for three consecutive days.
However, an investment consultant who has long been optimistic about the pharmaceutical sector told times finance and economics that the poor market of the pharmaceutical sector in the last half of the year is due to the rotation of the capital sector, but from the perspective of investment logic, it will be optimistic for a long time.
