Covid-19 detection and covid-19 drug concept stocks fell sharply in early trading.
Changchun High And New Technology Industries (Group) Inc(000661) fell by the limit again, and the company’s executives spent tens of millions to increase their holdings of
At noon today, Changchun High And New Technology Industries (Group) Inc(000661) announced that 9 senior executives including chairman, general manager, executive deputy general manager, chairman of the board of supervisors and Secretary of the board of directors increased their holdings of 84700 shares , with an increase price of 184.36 yuan (i.e. today’s limit price), with a total increase of 15.61 million yuan.
At the same time, also announced the completion of the share repurchase plan, with a total repurchase of more than 2.47 million shares and a repurchase amount of nearly 600 million yuan. The highest transaction price of repurchase was 308.35 yuan / share and the lowest transaction price was 184.36 yuan / share. On January 5, the company disclosed the progress of repurchase. At that time, the repurchase amount was 239 million yuan, and 824000 shares were repurchased in total. Based on this calculation, the average repurchase price in the near future is 220 yuan / share, that is to say, the company has made a large number of repurchase in the process of falling the limit in the past three days.
Affected by the inclusion of growth hormone in the centralized purchase of drugs, Changchun High And New Technology Industries (Group) Inc(000661) has fallen by the limit in recent three trading days, and the limit has fallen by in two days. As of the midday closing, there were more than 140000 closed orders, with an amount of nearly 2.6 billion yuan. A large number of institutional capital selling is an important reason for the continuous decline of the stock limit. Yesterday’s Dragon and tiger list showed that four of the top five seats of were institutions, with a total sales amount of more than 170 million yuan.
anti epidemic stocks fell sharply
In early trading, many covid-19 pneumonia detection stocks opened low and walked low, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Asahi biological 20% blocked the limit, Beijing Hotgen Biotech Co.Ltd(688068) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Medicalsystem Biotechnology Co.Ltd(300439) fell 16.41%, 11.64%, 10.16% and Andon Health Co.Ltd(002432) respectively. Covid-19 pneumonia detection stocks have fallen for several consecutive days. Statistics show that Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , and Asahi biology have fallen by more than 40% this week.
Previously, the official website of the National Health Commission issued the notice on printing and distributing the technical specifications for covid-19 virus nucleic acid 20 in 1 mixed collection detection. Based on the current covid-19 virus nucleic acid 10 in 1 mixed collection detection, there is also a technical reference for covid-19 virus nucleic acid 20 in 1 mixed collection detection. From mid November 2021, the National Medical Insurance Bureau will guide all localities to further reduce the price of covid-19 virus nucleic acid detection in public hospitals. So far, a total of 30 provinces have successively reduced the price of single inspection to less than 40 yuan per person and the price of mixed inspection to less than 10 yuan per person.
Yesterday, the media revealed that MSD will authorize 27 pharmaceutical companies around the world to copy MSD covid-19 oral liquid free of charge. There are five qualified enterprises in China, including Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Langhua pharmaceutical, Longze pharmaceutical, Brightgene Bio-Medical Technology Co.Ltd(688166) , and Desano pharmaceutical. The Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Brightgene Bio-Medical Technology Co.Ltd(688166) of and Brightgene Bio-Medical Technology Co.Ltd(688166) approved to imitate MSD covid-19 oral liquid were opened by the daily limit . Previously, the hot covid-19 therapeutic drug intermediate concept stocks fell sharply, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) touched the limit, closing down 17.88% and 19.28% respectively. Other specific drug concept stocks also led the decline in Frontier Biotechnologies Inc(688221) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Hybio Pharmaceutical Co.Ltd(300199) .
national development and Reform Commission: gradually cancel the purchase restriction of new energy vehicles
On January 21, the national development and Reform Commission issued the implementation plan of promoting green consumption, which proposed to vigorously promote new energy vehicles, gradually eliminate the purchase restrictions of local new energy vehicles , promote the implementation of support policies such as free traffic and right of way, strengthen the construction of supporting infrastructure such as charging and replacement, new energy storage and hydrogenation, and actively promote the development of vehicle and marine LNG.
The plan proposes to promote the pilot application of power exchange mode of new energy vehicles and orderly carry out the demonstration application of fuel cell vehicles. We will further carry out new energy vehicles to the countryside, encourage automobile enterprises to develop and promote new energy vehicles that meet the travel needs of rural residents, are of high quality, low price, advanced and applicable, and promote the improvement of rural operation and maintenance service system. We will vigorously promote the electrification of vehicles in the public sector and increase the proportion of new energy vehicles in urban public transport, leasing (including online car Hailing), sanitation, urban logistics and distribution, postal express, civil aviation airports and public affairs of Party and government organs.
From the perspective of previous policies, the cities affected by the purchase restriction of new energy vehicles are mainly Beijing, Guangzhou and Tianjin. In November last year, the Guangdong provincial government also announced to cancel the number limit of new energy vehicles and relax the adjustment of new energy policies. After gradually canceling the purchase restrictions on new energy vehicles, the market space is expected to be further improved.
According to the Research Report of Anxin securities, since 2020, the proportion of new energy passenger vehicles in non restricted cities has shown an upward trend, while the proportion in restricted cities has shown a downward trend. According to the latest traffic compulsory insurance data, in December 2021, the proportion of new energy passenger vehicles in non restricted, restricted and restricted cities was 48.2%, 26.4% and 25.4% respectively. In December, the penetration rate of new energy in non restricted cities hit a record high.
In early trading, new energy vehicle concept stocks Zhejiang Founder Motor Co.Ltd(002196) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) , Sunwoda Electronic Co.Ltd(300207) led the gains, rising 5.37%, 5.33%, 4.68% and 3.55% respectively. According to the statistics of securities times · data treasure, 15 new energy vehicle concept stocks have announced the performance forecast for 2021, which are all pre increases. From the year-on-year increase of expected net profit, Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Guangzhou Tinci Materials Technology Co.Ltd(002709) are expected to rank first, with 2532.54%, 536.34% and 312.86% respectively.
Do-Fluoride New Materials Co.Ltd(002407) the performance forecast shows that the net profit attributable to the parent company is expected to be 1.23-1.33 billion yuan in 2021, an increase of 2429.7% – 2635.37% over the same period of the previous year, mainly due to the strong market demand for new material products mainly lithium hexafluorophosphate, the gradual release of new capacity of relevant products, the high level of capacity utilization and the significant improvement of profitability.
Zhejiang Shuanghuan Driveline Co.Ltd(002472) the performance forecast shows that the net profit attributable to the parent company is expected to reach 316-336 million yuan in 2021, an increase of 516.82% – 555.85% over the same period of the previous year, mainly because with years of reserves and deep cultivation in the field of high-end gears, the company has seized the market opportunity in the field of new energy vehicle drive system gears and promoted the improvement of industry concentration, With the continuous improvement of the penetration rate of new energy vehicles and the vigorous development of the industry, it continues to promote the growth of the company’s performance.
Cancel purchase restrictions! The government takes the lead in procurement! Welcome seven departments! Can the new energy vehicle market repeat?
The power change mode is very good! Seven departments issued documents to promote green consumption and support new energy vehicles and photovoltaic industry
