Four-way funds poured into the pharmaceutical stocks five main line layout "golden pit"

Yesterday, the Shanghai and Shenzhen stock indexes were blocked, there was a shock adjustment, looking down for support, on the face of the market, with defensive characteristics of pharmaceutical stocks obviously resist the decline, funds still maintain a high enthusiasm.
Specifically, yesterday, nearly 70% of pharmaceutical stocks beat the market, 108 stocks rose against the market, among them, August 25 listed the second new shares Zhao Yan new drugs continue to rise and fall board closed with one word, Wandong Medical and Lexin Medical and other two stocks also closed at a price increase and stop, Huada Gene (8.62%), Taihe Health (5.74%), Yu Shenfa (5.11%), Shangrong Medical (4.72%), Haixiang Pharmaceuticals (4.68%), Sapp Ace (4.61%) and Zola Pharmaceuticals (4.07%) all rose more than 4%.
It is worth mentioning that yesterday, in addition to Zhao Yanxin Pharmaceuticals and Huada Gene and other two new stock prices hit a new high since the listing, Watson Bio, Colum Pharmaceuticals, Hengrui Pharmaceuticals, Wandong Medical, Tonghua Dongbao and other five shares also hit a new high for the year, while Hengrui Pharmaceuticals share price is a record high.
the flow of funds, yesterday, 122 pharmaceutical stocks showed a large single net capital inflow trend, a total of large single capital inflow of 1.316 billion yuan. Among them, 34 stocks of large single-fund net inflow of more than 10 million yuan, Huada gene large single-fund net inflow of the first, reached 125.4008 million yuan, Wandong Medical followed closely behind, large single-fund net inflow of 7348.76 Ten thousand yuan, Fosun Pharma and Baiyunshan and other two stocks of large single capital inflows are also more than 60 million yuan, respectively: 68.7399 million yuan, 61.2604 million yuan, in addition, Le Heart Medical (5 3.1354 million yuan), Haixiang Pharmaceuticals (48.1034 million yuan), Zorli Pharmaceuticals (41.7472 million yuan), Garden Biology (4002.90 million yuan), Tongze Medical (4.17472 million yuan), Tongze Medical (4.17472 million yuan), Tongze Medical (4.1772 million yuan) 34.3667 million yuan), Sapp Ace (31.7776 million yuan), People's Fu Pharmaceuticals (3076.99 million yuan) and other large single-share capital inflows are also more than 30 million yuan.
fact, the pharmaceutical sector has lagged behind the broader market this year, becoming a value depression to be excavated, and the influx of four-way funds has greatly increased its focus. According to statistics, as of yesterday, 1,743 million yuan of single funds poured into 86 pharmaceutical stocks since September; Fosun Pharma, Prop Pharmaceuticals, Enlighten Guhan, Sanno Bio, etc. , including 16 pharmaceutical stocks during the period of net increase in market capitalization of more than 10 million yuan;
, brokerages are also generally bullish on pharmaceutical stocks after the market opportunities. Citic Securities pointed out that the performance of listed companies in the pharmaceutical sector has rebounded, maintaining the industry's "stronger than the market" rating. In terms of investment strategy, continue to recommend mis-killed blue-chip stocks and undervalued growth stocks.
Securities is to put forward the "one high three low" gold pit logic, it said, the current strategic allocation of pharmaceutical stocks the best time. In the second quarter, the pharmaceutical industry grew at a high rate, industry valuations were relatively low, public funds held low positions and share prices were low, and August to October was the best time to invest.
Ping An Securities recommends five main lines of allocation of pharmaceutical stocks: 1. The rise of leading stocks of innovative drugs and high imitation drugs: recommended Hengrui Pharmaceuticals, East China Pharmaceuticals, Lizhu Group, Enhua Pharmaceuticals, focus on Fosun Pharma, Yifan Pharmaceuticals, Kanghong Pharmaceuticals; Benefit from the "two-vote system" and prescription exoded pharmaceutical circulation and drugstore chains: recommended Shanghai Medicine, Chinese Medicine, Kyusju Tong, One Heart Church; Resource brand Chinese medicine consumption upgrade, overlay state-owned enterprise reform: recommended Yunnan white medicine; Medical devices and services leading enterprises, cost-effective highlights, recommended Lepu Medical, Runda Medical, pay attention to Dean diagnosis; Fine molecular industry major catalytic, recommended Dongcheng Pharmaceuticals, Zhendong Pharmaceuticals, Antu Biology, Zhifei Biological. (Securities Daily)