100 billion market capitalization pharmaceutical stocks plummeted!

Pharmaceutical Network News on August 11 The pharmaceutical sector has been volatile and adjusted since July, and many stocks have experienced corrections
.
At present, there are 18 pharmaceutical stocks with a market value of 100 billion in the A-share market including Mindray Medical, WuXi AppTec, Hengrui Pharmaceuticals, Pien Tze Huang, etc.
Among them, the "one brother" of pharmaceutical stocks is fighting again, and Mindray Medical's market value has shrunk nearly a month.
WuXi AppTec launched an impact of 100 billion yuan, and the gap between the two narrowed from 120 billion yuan to 60 billion yuan.
Since the beginning of this year, WuXi AppTec's market value has increased by more than 30%, while Mindray Medical has fallen by nearly 5%
.
In addition, the stock price of Changchun High-tech, a white horse stock with a market value of 100 billion yuan, suddenly fell to the limit, and the single-day market value evaporated by more than 10 billion yuan
.
Recently, the pharmaceutical sector has been volatile.
On the one hand, industry-related policies have been introduced and promoted, which has caused panic in the market; on the other hand, the valuation of the pharmaceutical sector is at a high level, and some stocks need to be adjusted and digested in the short term
.
Against the backdrop of repeated global epidemics, factors such as population aging and consumption upgrades have been superimposed to further highlight the rigid needs of the pharmaceutical sector, and the upward fundamentals of the entire industry sector continue
.
Pharmaceutical stocks TOP20 Note: Statistics as of the close of the day, the
"one brother" of pharmaceutical stocks is fighting again! Mindray’s market value shrank by nearly 100 billion, WuXi AppTec launched an impact.

In April of this year, Mindray Medical’s market value surpassed Hengrui Pharmaceuticals and became the “first brother” of pharmaceutical stocks; on July 1, its market value reached a new high, breaking through the 600 billion market value.
Off
.
Recently, the various sectors of the A-share market have experienced different degrees of correction.
As of the close of August 10, the market value of Mindray Medical was 490.
4 billion yuan.
In the past month, the market value has evaporated by nearly 100 billion yuan, with a correction rate of more than 15%
.
Judging from the news, the Anhui Provincial Medical Insurance Bureau issued a notice a few days ago, requiring the province to carry out the centralized procurement of Class B large-scale medical equipment in 2021 , which involves large-scale equipment such as CT and X-ray machines; prior to this, Shenzhen issued relevant policies.
, It is proposed to represent 22 municipal medical and health institutions to implement bulk procurement through competitive negotiation through open solicitation of suppliers.
The procurement items include eight types of medical care: MRI, CT, DR, B-ultrasound, ventilators, anesthesia machines, endoscopy, and monitors.
equipment
.
A few days ago, some investors asked on the interactive platform of Mindray Medical: How much impact does the centralized procurement of medical equipment have on the company's performance? Mindray Medical said that the current centralized procurement promoted by the National Medical Insurance Administration is mainly for the fields of medicines and high-value consumables.
The company's products in the three major business areas are not involved, so there is basically no impact on the company's business at present
.
Among other products, orthopedic consumables, because the revenue accounted for a very small proportion, the company is actively participating in mass procurement, which is expected to expand the current market share
.
Industry analysts pointed out that the recent sharp correction of Mindray Medical’s market value may be related to the news of centralized procurement, which has aroused market concerns, but to a certain extent, centralized procurement is to promote the process of domestic substitution, which is conducive to domestic enterprises to seize the market
.
Last Friday, WuXi AppTec and Fosun Pharma staged a sharp decline pattern.
WuXi AppTec's largest intraday drop exceeded 9%.
Fosun Pharma once fell by a limit during the intraday trading.
Both pharmaceutical stocks closed down by more than 8%
.
It is worth noting that the market value gap between WuXi AppTec and Mindray Medical, the “big brother” of the pharmaceutical stocks, has gradually narrowed.
The two have shrunk from 120 billion yuan to 60 billion yuan.
Since the beginning of this year, WuXi AppTec's market value has increased by more than 30%.
It fell by nearly 5%
.
In addition, Fosun Pharma has fallen below 200 billion in market value this week after the sharp drop last Friday, and has increased by more than 40% this year
.
Regarding the recent callback, from the perspective of the news, in early July, CDE issued the "Clinical Value-Oriented Anti-tumor Drug Clinical R&D Guidelines" for soliciting opinions, which caused a huge shock in the pharmaceutical sector and staged a wave of "roller coaster" market
.
On July 23 and 27, WuXi AppTec respectively issued an announcement on a plan to reduce shares held by directors and senior executives through a centralized bidding and a reminder announcement that the equity of shareholders holding more than 5% of the shares has changed by more than 1%; on August 5, Fosun Pharma An announcement was made that it will participate in the privatization of NFH (New Wind Medical) by replacing shares
.
Industry insiders pointed out that the market value correction of WuXi AppTec is a digestion of the previous rise.
Fosun Pharma’s correction or other institutions’ vaccine research and development continue to advance, and its mRNA vaccine has not been approved in China for a long time.

.

Baima stocks with a market value of 100 billion yuan suddenly fell to the limit! The market value has evaporated by more than 10 billion, and the company quickly responded that on
August 5, the 100 billion white horse stock Changchun High-tech had a rare limit, which was the second limit this year.
The market value evaporated by more than 10 billion on that day
.
Judging from the news, it was because of a media report: "Height-enhancing shots should be given to height anxiety?" Danger! "Aroused market concerns about "growth hormone abuse"
.
At noon that day, Changchun Hi-tech held a conference call.
There were nearly 300 institutions and more than 1,000 investors participated in the conference
.
The company stated that the growth hormone product has a history of more than 60 years of use, and after decades of clinical application at home and abroad, it has fully proven the safety and effectiveness of the product
.
From the perspective of the diagnosis and treatment used, there are a series of rigorous diagnosis and treatment standards and procedures at home and abroad .
Doctors need to carry out a series of rigorous testing items before they can make prescriptions.
For patients who really need treatment, and on the premise of self-acceptance of the patients themselves Under treatment
.
In the process of product promotion and diagnosis and treatment, there are a series of compliance requirements, which makes the current awareness rate and diagnosis and treatment rate of growth hormone deficiency extremely low.
The future market potential of the product is large.
The company will continue to assist in furthering the systematic regulation of specialists.
Training to help establish a more complete diagnosis and treatment standard
.
According to statistics, on August 5-6, there were nearly 30 questions related to the incident on the interactive platform
.
In addition, in order to enable investors to understand the company's operating conditions in the first half of the year earlier, Changchun High-tech has advanced the scheduled disclosure time for the semi-annual report from August 24 to August 14
.
On the evening of August 6, Changchun High-tech announced that it had received a notice from Jin Lei, a shareholder holding more than 5% of the company’s shares, and some directors and executives.
The trading system increased its holdings of company shares, and the total amount of increased holdings was not less than 30 million yuan and not more than 50 million yuan
.
The increase in holdings is based on confidence in the company's future prospects for sustainable development and recognition of the company's investment value
.

These 10 pharmaceutical stocks have received the most attention
since the second half of this year by the number of research institutions TOP10 pharmaceutical stocks Since the second half of this year, many institutions have accelerated their research on pharmaceutical stocks, and many of the stocks that have recently oversold have also received institutional attention
.
In terms of the number of institutions, the number of leading reception institutions for medical and medical equipment such as Changchun High-tech, Weiss Medical, Medicilon etc.
all exceeded 100; the number of reception institutions such as Dongcheng Pharmaceutical, Yixintang, and Puluo Pharmaceutical exceeded 50.

.
From the institutional point of view types, covering securities companies, fund companies, investment companies, insurance companies and so on
.
Recently, the pharmaceutical sector has been volatile.
On the one hand, industry-related policies have been introduced and promoted, which has caused panic in the market; on the other hand, the valuation of the pharmaceutical sector is at a high level, and some stocks need to be adjusted and digested in the short term
.
Against the backdrop of repeated global epidemics, factors such as population aging and consumption upgrades have been superimposed to further highlight the rigid needs of the pharmaceutical sector, and the upward fundamentals of the entire industry sector continue
.

　　Source: Oriental Fortune Network