In the past week, the number of listed companies surveyed by disclosed institutions reached 190 (compared to 205 in the previous week), focusing on machinery and equipment, medicine and biology, electronics, basic chemicals, computers, automobiles and other industries
.
On the whole, mechanical equipment and pharmaceutical biology are still the two most popular industries, with 17 and 16 companies in the sector respectively surveyed
during the week.
Among them, under the background of pharmaceutical stocks as a whole being sought after by the market, many companies such as Jinshi Yayang, Xianju Pharmaceutical, Baiyunshan, China Resources Sanjiu, and Xinnovo also hit a new stage high
within the week.
For example, the popularity of institutional research on Jumbo Island has increased significantly, and the company received research
for four consecutive days from December 12 to 15.
Since December, the company has disclosed 13 records
of investor relations activity.
Zhenbao Island recently said that in general, the company has two types of products related to respiratory colds, proprietary Chinese medicine and Chinese herbal medicine
.
In terms of proprietary Chinese medicines, there are compound Qianlan oral liquid, double huanglian oral liquid and pediatric hot and fast clear syrup, which accounted for 4.
6%
of the revenue of the pharmaceutical industry in the first three quarters of this year.
In the next 3-6 months, the oral preparation of proprietary Chinese medicines will have a recovery growth
.
In terms of trade of Chinese medicinal materials, there is a possibility that the price of forsythia, banlan root, honeysuckle, etc.
of antiviral varieties may increase, which will lead to an increase
in the company's income from the trade of traditional Chinese medicinal materials.
CR Sanjiu received research
continuously last week (December 12-14).
China Resources Sanjiu said that in 2021, the company's cold respiratory category accounted for about
40% of the CHC business.
The company's production capacity improvement project is under implementation and is expected to be put into operation
in 2024.
Since the fourth quarter of this year, the cold season has been superimposed on the impact of the epidemic, and the demand for cold drugs has been large and orders are sufficient
.
At present, the company is also stepping up the arrangement of production, including internal commissioned processing arrangements
.
In addition, the company has also arranged subsidiaries in Anhui and other places to produce
antiviral oral liquid.
New Novi announced on December 15, from December 13 to December 15, the company also received research from Huaan Fund and other institutions, and answered questions raised by research institutions
.
According to statistics, Xinnovo has received a total of 167 surveys
from 97 institutions in the past year.
In the latest interactive Q&A, the relevant person in charge of Xinnovo said that with the implementation of the recent new epidemic prevention policies, especially since December 2022, the company's vitamin health food market demand has increased significantly, and the supply is in short supply, and the company's factories are stepping up production to ensure market supply
.
Jinshi Yapharm also received a separate survey by Guojin Securities on December 15, the stock price rose 30.
78% in one week, from November 24 to the latest closing day, Jinshi Yapharm has doubled in the past 17 trading days, the stock is now priced at 21.
50 yuan / share, the current market value is about 8.
6 billion yuan.
In addition, it revealed in the survey that with the liberalization of the epidemic policy, the company has gradually adjusted and implemented production plans according to market demand to cope with the challenges
of the new stage of the epidemic.
In order to fully ensure the supply of products, the company's relevant production lines have started full-load production mode
.
Up to now, all production operations are progressing
normally.
Institutional research trends often reveal funding preferences, and the industry believes that from the above companies, institutions are very concerned
about pharmaceutical companies related to the epidemic.
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