Original title: One word suffocation!New crown drug big bull stocks resume trading and limit down Fang Xinxia’s 160 million funds are buried Investors: just eat big noodles after the new year
Unexpectedly, on the first trading day of the new year, we ate big noodles.
February 7,Masamoto Chemistry(300261) The 20% limit for resumption of trading was reported at 21.89 yuan as of press time, with over 600,000 orders, equivalent to about 1.3 billion.
On the evening of February 6, Yaben Chemical released an announcement on the results of the company’s stock suspension verification and resumption of trading. The announcement mentioned that the company’s stock will resume trading from the opening of the market on February 7, 2022 (Monday).
At the same time, Yaben Chemical also announced a number of risks. The announcement stated that “Caron anhydride and its derivatives can be used to synthesize Pfizer’s new crown oral drug Palo Verde” as stated in the reply to the letter of concern disclosed by the company on January 5, 2022. Among them, caron anhydride and its derivatives The product refers to the compound, not the product produced by the company. It is impossible to determine that the caron anhydride and its derivative products produced by the company can be used to synthesize Pfizer’s new crown oral drug. The company has no business contact and cooperation with Pfizer, has not signed a cooperation agreement with Pfizer, and has not supplied caron anhydride products to Pfizer.
Investors: eat big noodles just after the new year
Before today’s daily limit, on January 14, Yaben Chemical’s stock price had a 20% daily limit and hit a recent high of 27.32 yuan per share. On the same day, Yaben Chemical’s turnover rate reached 16.74%, and the transaction amount reached 4 billion yuan. Many funds chased high and bought.
After the resumption of trading directly hit the 20% limit, the investors who chased the high stock market were not calm.
Others said, “We suffered years ago, and you suffer after years.”
In fact, during the suspension of Yaben Chemical, the A-share market experienced a sharp correction, especially the short-term market once entered the “hell mode”, with the demon stocks in the same periodJiu’an Medical(002432) as an example, in late January, the daily limit fell continuously. Since the date of the suspension of Yaben Chemical, the maximum decline has exceeded 20%.
The suspension of trading plus the one-word limit down also caught the big capital off guard. Judging from the trading data of the Dragon Tiger List before the suspension of Yaben Chemical, Fang Xinxia, Hangzhou Gang and other well-known hot money lists are on the list. Among them, on January 13, Fang Xinxia bought 76.31 million yuan, and on January 14, Fang Xinxia bought nearly 87 million yuan, and the total purchase amount exceeded 160 million.
The concept of new crown medicine
The hype of Yaben Chemical by funds is closely related to the new crown oral drug. The “fuse” of the skyrocketing growth began with a news released on the official website in November last year: the commercial mass production of the pharmaceutical intermediate caron anhydride developed and produced by Yaben Chemical has been successful, and the current monthly production scale has reached 20 tons.
Subsequently,CICC(601995) released a report entitled “Focus on Pfizer’s New Crown Drug Intermediates – Prenol, Chrysanthemum Acid”, which pointed out that caron anhydride and its derivatives can be used to synthesize Pfizer’s new crown oral drug “Parovide”. ”, and named Yaben Chemical, which has the synthesis technology of caron acid anhydride. At the same time, investors were very intensively raising issues related to Caron Anhydride and Pfizer in Interactive Yi, and funds also began to hype Yaben Chemical in turn.
In this regard, Shenzhen Stock Exchange has issued inquiry letters to Yaben Chemical for many times. Yaben Chemical responded that there is no cooperative relationship with Pfizer. The customers of caron anhydride and its derivative products are mainly domestic customers and Indian customers, which cannot be determined. Whether the company’s caron anhydride and its derivatives are indirectly supplied to Pfizer.
At the same time, Yaben Chemical stated that the sales revenue of caron anhydride related products in 2021 will be 27.01 million yuan, accounting for only 1%-2% of the total annual revenue, and the related order amount will be 63.54 million yuan, which will not have a significant impact on the current performance. Influence.
Before the suspension, the stock price of Yaben Chemical was extremely strong. In just 15 trading days, the stock rose by nearly 300%. The excessive short-term increase has also become an important reason for the company’s suspension and verification.
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