Under the epidemic situation, the stocks of these pharmaceutical companies bucked the trend and showed strong performance

[pharmaceutical network pharmaceutical stock market] the outbreak of the epidemic has had more or less impact on all walks of life, especially in the pharmaceutical field of kits, pharmaceuticals, vaccines, which are directly related to the industry and enterprises have been more affected, and this impact is particularly evident in the stock market For example, in the morning of January 21, the pharmaceutical manufacturing sector led the rise, with nearly 20 shares of Hengkang medical, Lukang Pharmaceutical, Northeast Pharmaceutical, Rhine biology, Daan gene, etc trading up From the concept plate, influenza, virus prevention and control, related drugs, in vitro diagnosis, traditional Chinese medicine and other concept plates soared Medical devices also rose ahead, including Yangpu medical, Zhende medical, Nanwei shares, Ogilvy medical and many other stocks On January 29, China's medical collective rose by 77%, China's regenerative medicine by 30%, Shandong Xinhua Pharmaceutical by 12%, Geli Pharmaceutical by 12%, China's traditional Chinese medicine, shisiyao, dongyangyao, etc also rose On February 3, the pharmaceutical stocks related to the anti epidemic continued to rise against the trend, while the concept stocks related to the anti epidemic, such as masks, diagnostic reagents, antiviral drugs, pharmaceutical commercial circulation, etc., performed strongly, with dozens of stocks trading up and down For example, the mask concept stock of Jiete biology rose by 108% in the whole day, with a new market value of 12.2 billion yuan At present, the cumulative increase has reached 640% Another mask concept company, Ogilvy medical, rose more than 60% in January In addition, in terms of segmentation, the traditional medicine related enterprises included in the diagnosis and treatment plan have also performed well in the capital market recently For example, Yiling pharmaceutical, which produces Lianhua Qingwen capsule, has increased by more than 30% since the opening of the Spring Festival The stock price of HongRi pharmaceutical, which produces Xuebijing injection, has risen by more than 40% since it changed its previous state China Resources Sanjiu, which produces Shenfu injection, Shengmai injection and other drugs, harvested the trading plate on February 3, the green plate of the whole industry As well as the manufacturer of Shuanghuanglian oral liquid, Harbin Pharmaceutical Co., Ltd changed its depressed share price and gained 4 trading boards at the beginning of the year In addition to the traditional existing drugs, new effective drugs related to pneumonia are under exploration As ridcivir and anti HIV related drugs may have better antiviral effect, and the approval process is expected to be shortened in an emergency Therefore, in addition to the rise of 5% in Geely De, the drug R & D company, on February 3, the listed companies associated with Geely De, boten Co., Ltd and Yongtai Technology Co., Ltd have also reaped four trading boards in a row At present, the consensus of investors in the industry is that in the short term, the anti epidemic concept stocks will benefit, especially in the fields of proprietary Chinese medicine, vaccines, medical devices and pharmaceutical business, which are expected to receive high market attention, while in the long term, the investment logic and corporate performance still need to be concerned In the short term, the impact of the epidemic on the pharmaceutical industry is positive In the long term, the Growth Logic of the pharmaceutical sector remains unchanged The adjustment brought by the epidemic is a good opportunity for companies with potential development.