Home » Pharmaceutical stocks fell into huge differences, and Changchun High-tech took the limit again!Inbound tourism is expected to be gradually liberalized, and tourism stocks rose against the trend – yqqlm

Pharmaceutical stocks fell into huge differences, and Changchun High-tech took the limit again!Inbound tourism is expected to be gradually liberalized, and tourism stocks rose against the trend – yqqlm

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In early trading today, A shares continued to fluctuate and adjust, butNorthbound FundsThe willingness to buy the bottom is still strong. After yesterday’s net purchase of over 10 billion yuan, it was again this morning.net inflow3.178 billion yuan.

On the disk, individual stocks are the main market, tourism, state-owned assets cloud, hotel and catering, liquor and other sectors are relatively active, medicine, petroleum,construction machinery, pork and other sectors among the top decliners.

  The tourism sector bucked the trend and rose

The tourism sector suddenly emerged in the morning, bucking the trend and opening higher and moving higher. The sector index rose nearly 5% during the session, hitting a new high in half a year, and the half-day transaction exceeded yesterday’s full-day transaction.Songjiang Bun JourneyZhongxin TourismYunnan TourismCITS UnitedWait for multiple stocks to go up and down,Caesars TravelJiuhua TourismAnd so also pulled up strongly.China TourismETF, and the Wells Fargo Travel ETF rose nearly 4% during the session, ranking among the top two gainers. Hong Kong tourism stocks also rose sharply,Gudou Holdingssurged more than 17%,CtripThe group rose more than 9%,Same tripFosun Tourism Cultureand so on rose sharply.

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In the news, the State Council issued the “14th Five-Year Plan for Tourism Development”, proposing innovative tourism consumption scenarios and actively cultivating new tourism consumption models.Promote tourism e-commerce innovation, promoteOnline and offlineThe advantages of tourism consumption are complementary and integrated. Support the development of shared tourism consumption, encourage the development of services such as rental apartments, car sharing, and off-site car return that are compatible with self-driving tours and leisure vacations, and develop non-contact tourism consumption according to local conditions. Actively develop nighttime consumption, and encourage cultural and tourist venues to extend their opening hours on the basis of ensuring safety.

The “Plan” also proposes to timely study and judge the situation of the prevention and control of the new crown pneumonia epidemic at home and abroad, and the development and changes of the international environment, scientifically adjust the management measures for relevant personnel to come to China, and actively build healthy, safe and orderly Chinese and foreign personnel under the premise of ensuring epidemic prevention and safety. order of exchanges. The promotion of inbound tourism will be launched in a timely manner, and policies to support the development of inbound tourism will be introduced.

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Previously, affected by multiple factors such as the macroeconomic situation and the new crown epidemic, China’s tourism market was facing greater downward pressure. In the third quarter of 2021, the total number of domestic tourists dropped by 18.3% year-on-year, and the inbound tourism market was completely stagnant. With the release of the top-level design and planning of the tourism industry, the inbound tourism market is expected to reopen, which will accelerate the recovery of the entire tourism industry.

The report “2021 Tourism Economic Operation Analysis and 2022 Development Forecast” recently released by the China Tourism Academy estimates that the number of domestic tourists in 2022 is expected to reach 3.980 billion, and the domestic tourism revenue is 3.81 trillion yuan, an increase of 16% and 27% respectively year-on-year. . It is expected that the number of inbound and outbound tourists will increase by 20% year-on-year.

  Guosen SecuritiesIt is believed that the 14th Five-Year Plan for tourism will promote cross-border travel step by step, and the long-term prospects of aviation will be good. After vaccines and special medicines appear at the same time, it is only a matter of time before mankind overcomes the epidemic, and when strong economic expectations emerge, airline stock prices are likely to continue to be active. It is not denied that the short-term prosperity of civil aviation may still be disturbed by the spread of the epidemic, but the industry’s prosperity is highly worth looking forward to after the epidemic has completely subsided.The boom brought about by this supply and demand reversal is industry-specific, and airlines big and small will benefit in an all-round way. From the perspective of valuation, the current PB valuation of each airline company is near the historical center, and there is still room for improvement. It is recommendedAir Chinasouthern AirlineChina Eastern AirlinesSpring AirlinesJuneyao Airlines

  Pharmaceutical stocks are in deep disagreement

The pharmaceutical stocks that were strong in the early stage have huge differences in both AH shares today. On the one hand, the Beneficiary Drug Patent Pool Organization announced that it has signed agreements with 27 generic drug manufacturing companies. Among them, 5 Chinese pharmaceutical companies were shortlisted for the agreement.Fosun PharmaBorui Medicine, Shijiazhuang Longze Pharmaceutical and Shanghai Desano have been licensed to produce Molnupiravir’s APIs and finished drugs at the same time.Via BioIts subsidiary Langhua Pharmaceuticals is licensed to produce the raw material for Molnupiravir.

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Molnupiravir is produced byMSDThe world’s first oral small-molecule new coronavirus drug jointly developed with Ridgeback has shown activity in multiple preclinical SARS-CoV-2 virus infection prevention, treatment and prevention transmission models. In November 2021, the UK Medicines and Healthcare Products Regulatory Agency (MHRA) took the lead in approving Molnupiravir for the treatment of adults with mild to moderate COVID-19 at high risk of severe illness and hospitalization. Molnupiravir became the world’s first approved oral novel coronavirus drug. In December, the U.S. Food and Drug Administration (FDA) also granted the drug an Emergency Use Authorization (EUA).

Stimulated by this benefit,Borui Medicine20% daily limit at the opening,Fosun PharmaThe opening also hit a daily limit.Hong Kong stocksVia BioIt opened sharply higher and moved higher. It soared by more than 37% during the session. The half-day transaction exceeded 6 times the full-day transaction yesterday.Fosun PharmaH shares also rose by more than 12% at one point.

On the other hand, it is known as the “Northeast Herbal Medicine”.Changchun High-techToday, the limit fell again. This is the third consecutive daily limit. The stock price hit a new low in nearly two and a half years, and the market value evaporated nearly 130 billion yuan from a high point.

This has caused a certain degree of panic among investors in pharmaceutical stocks.Anxu BiologyOriental creaturesHaichen PharmaceuticalAfter the opening, the unilateral decline to the 20% limit,Fuxiang PharmaceuticalZhongsheng PharmaceuticalSialon PharmaceuticalsWait for nearly 20 stocks to drop by the limit or fall by more than 10%.

medicine,medical instrumentsETFs such as ETFs, healthcare, and biopharmaceuticals were among the top decliners. Most of the pharmaceutical stocks in Hong Kong stocks also fell. Ascletis Pharmaceuticals once plummeted by more than 21%.Junshi BiologyIt also fell more than 16% during the session.Xingke Rong Medicinefell more than 11%,Simcere Pharma, Tengsheng Bo Yao, CanSino Bio, etc. also fell sharply.

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  Changchun High-techThe “Guangdong Alliance Diclofenac and Other Drugs Concentrated Procurement Documents” released on the website of the Guangdong Provincial Drug Trading Center before the source of the big drop showed that a variety ofreorganizationHuman growth hormone is in the collection catalog, includingChangchun High-techThe price of recombinant human growth hormone injection of the holding subsidiary Changchun Jinsai Pharmaceutical Co., Ltd. has been reduced by about 70%.

yesterdayDragon Tiger ListThe data shows that institutions are still selling Changchun Hi-Tech by a large margin. Among the top 5 sales departments with the largest sales amount, 4 institutional seats are on the list, with a total sales of 170 million yuan. However, Beishang Capital added more than 210,000 shares of Changchun High-tech on Monday, more than 110,000 shares on Tuesday, and bought nearly 790,000 shares at the first limit on Wednesday, costing a total of about 260 million yuan. Deeply stuck.

In addition, after a series of sharp declines, theshareholderpledgeWhether the stock will be liquidated, this grim form has once again appeared in front of investors. Investors have already asked questions on the interactive platform, if nearly 30 million shares reached the liquidation line on January 20, will they be liquidated?Changchun Hi-Tech replied today that the pledge of the relevant shares of major shareholders isBankThe pledge guarantee provided by the loan, andpledged repurchaseIf the setting of the trading liquidation line is not completely consistent, the company will remind shareholders to pay full attention to stock price fluctuations to avoid related risks.

At noon on the 21st, Changchun High-tech releasedannouncement, the company actuallyrepoThe time period for the shares is from December 3, 2021 to January 21, 2022, and the accumulated shares are exclusively used for repurchase.securitiesThe account repurchased 2,473,200 shares of the company through centralized bidding transactions, accounting for 0.61% of the company’s total share capital. The highest transaction price was 308.35 yuan per share, and the lowest transaction price was 184.36 yuan per share. The total transaction amount was 600 million yuan ( including transaction fees). So far, the company’s repurchase plan has been implemented.

(Article source: e company)

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