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Original title Thunder in the middle of the night! Xinhua News Agency suddenly issued an article: It is dangerous to get higher injections! 120 billion giants want to cool? E-cigarettes and liquors have all been attacked by air, and a bunch of maws are on the “rooftop”?
Original Shi Qian
In the middle of the night, the thunder is rolling!
On the evening of August 4, there were three major negatives in the market. First, the website of the Ministry of Science and Technology published an article that āa study in Canada shows that some cancers are related to drinking.ā This article was widely disseminated by major financial portals. For a while, liquor was already chilling. Then, Xinhua News Agency published an article titled “Warning Electronics The article “Smoke Flows to Minors”, the e-cigarette giant Fogcore Technology, which is listed in the U.S., quickly dived; finally, Xinhua News Agency published “Height Anxiety Is a “Increase Shot”? danger! “The article pointed out that growth hormone has signs of abuse, which may bring health risks to users such as endocrine disorders, femoral head slippage, and scoliosis.Some market participants believe that this may be bad for the market value of more than 120 billionChangchun High-techļ¼Anke BioIt may also be impacted.
Judging from some recent documents, it basically revolves around the national health and the physical and mental health of minors. On the evening of August 3, the State Council issued a national fitness plan. On the 4th, an article on cancer and drinking was posted on the website of the Ministry of Science and Technology. Prior to this, there were riotous games, plus e-cigarettes and heightening needles, all aimed at the growth of minors. In fact, before this, CCTV also reported on “medical beauty loan” and other reports. Although the knowledge similar to cancer and drinking has been spread across the Internet for a long time, the interpretation of the market will be different if it is posted on the website of the Ministry of Science and Technology. Analysts believe that it can be expected that companies such as liquor, e-cigarettes, and growth factors (including Zenggao needles) will be disrupted.
120 billion giants want to cool?
ććIn the middle of the night on August 4, the Xinhua Viewpoint Channel of Xinhua News Agency suddenly issued an article stating that the risk of injection was increased.
The article pointed out that in recent years, medical “increasing needles”, which are mainly used for short stature, have quietly emerged. The Xinhua Viewpoint reporter found that the so-called “increasing needle” is actually an injection of growth hormone. Experts believe that growth hormone has signs of abuse, which may bring health risks to users such as endocrine disorders, femoral head slippage, and scoliosis.
The article also pointed out that in recent years, with the increase in social demand, the use of growth hormone has increased. The annual income of a leading domestic growth hormone company has increased year after year. In the five years from 2016 to 2020, its annual revenue has increased by more than four times, and more than 90% of its revenue comes from growth hormone-related products.
In the current A-share market, the leading company in growth hormone is Changchun High-tech. After the publication of the above article, the key content of the article immediately appeared in Changchun Hi-tech stocks. The publisher believes that this is a major negative for Changchun Hi-tech. Some netizens commented: This is a directional blasting, except that the company’s name is not written on it.
From this point of view, Changchun Hi-techās share price may inevitably be impacted. However, what the outside world has no way of knowing is: How many minor businesses does Changchun Hi-tech have done? In the main business, how big is this part of the business? Just like gaming is to Tencent, the proportion of underage businesses may actually be much smaller than outsiders think. According to the usual operation, after the stock price fluctuates abnormally, the company will come out to make some clarification actions.
It is worth noting that a WeChat Moments signed by “Changchun High-tech Zhang Deshen” was uploaded on the Internet. He said that one person’s “point of view” can subvert the data of thousands of clinical trials of a drug in Phase III or Phase IV? Can it change the fact that clinical applications are safe and effective for decades at home and abroad? The answer is very simple: no! Therefore, our market investors can turn a blind eye to its “viewpoint”!
ććIn addition to Changchun High-tech, Anke Biological is also an auxin company.Guojin SecuritiesA research report was just released on August 3, stating that Anke Biotechās buy rating is maintained. The main reasons for the rating include: 1) The growth hormone water injection dosage form is supplemented, and the performance can be expected at a high speed; 2) The clinical indications of growth hormone continue to expand, and the space for long-term medication continues to open.
E-cigarettes are also hit
The same is from Xinhua News Agency. Xinhua News Agency, Tianjin, August 4th, wary of e-cigarettes flowing to minors.
The article stated that the reporter’s recent investigation found that although the state has clearly stipulated that various market entities are not allowed to sell e-cigarettes to minors, some e-cigarettes wrapped in “gorgeous coats” are still infiltrating the minors, and there are some hidden risks. It is also worthy of vigilance.
The article pointed out that online sales channels are “hardly impossible to stop after repeated prohibitions.” Beginning in 2018, my country has introduced a series of regulatory measures for the e-cigarette industry, including prohibiting the sale of e-cigarettes online. In 2019, e-cigarettes have been “delisted on the whole network.” The reporter searched on multiple e-commerce platforms using “e-cigarettes” and “cigarette bombs” as keywords, and found that there were no relevant results. However, some individual WeChat sellers still conduct electronic cigarette transactions online.
The results of the 2019 Chinese Middle School Student Tobacco Survey released by the Chinese Center for Disease Control and Prevention showed that 69.9% of middle school students in early 2019 had heard of e-cigarettes, and the use rate of e-cigarettes was 2.7%, an increase of 24.9 compared with 2014. Percentage points and 1.5 percentage points.
After the publication of the article, Fogcore Technology, which had risen by 17% before the market, suddenly plunged. Companies involved in electronic concepts include Smol International,Yiwei Lithium EnergyćAmane holdingćBYDElectronics etc.
In fact, the e-cigarette industry has continued to be under pressure this year. In March this year, the website of the Ministry of Industry and Information Technology announced that in order to strengthen the supervision of new tobacco products such as e-cigarettes, the Ministry of Industry and Information Technology and the State Tobacco Monopoly Administration have studied and drafted the “Decision on Amending the Implementation Regulations of the Tobacco Monopoly Law of the People’s Republic of China”. (Draft for Solicitation of Opinions)” and openly solicit opinions from the public.
“About Modification<äøåäŗŗę°å ±åå½ēčäøåę³å®ę½ę”ä¾>“Decision (Draft for Comment)”, this amendment to the “Implementation Regulations” will add an article to the supplementary articles as Article 65: “E-cigarettes and other new tobacco products refer to the relevant regulations on cigarettes. Regulations are enforced.ā At that time, the entire e-cigarette sector plummeted. But then there was a restorative rise.
“Poor” liquor
In addition to two articles from Xinhua News Agency that disturbed the popularity, an article on the website of the Ministry of Science and Technology also shocked the market.
After the market closed on August 4, CCTV News and other media suddenly reposted a manuscript from the website of the Ministry of Science and Technology, entitled “A Canadian Study Shows Some Cancers Are Related to Drinking.” However, when reprinted by many media, the title is “The Website of the Ministry of Science and Technology: Alcohol is the Main Cause of Global Cancer.”
The article pointed out that research shows that in 2020, there are 7,000 new cancer cases in Canada related to heavier drinking patterns, including 24% of breast cancer cases, 20% of colon cancer cases, 15% of rectal cancer cases, and 13% of cases of rectal cancer. Oral cancer and liver cancer cases. Kevin Shield of the Center for Addiction and Mental Health (CAMH) said that alcohol is a category 1 carcinogen defined by the International Agency for Research on Cancer (IARC) of the World Health Organization. Alcohol is the main cause of cancer worldwide, and with the increase in alcohol consumption, the number of cancers will further rise. Drinking alcohol can cause cancer in many ways, the most important of which is damage to DNA. Although DNA requires a critical number of mutations to cause cancer. But over time, DNA damage will gradually accumulate.
In fact, the relationship between drinking and cancer has long been circulated on the Internet, but many people may not take him seriously before. Liquor stocks have also continued to strengthen because of its “addiction” and have become the immortality of the A-share market. bird. However, in such a special period, an article like this is published on the website of a special department, and the market will interpret him differently. Because, anyone who is interested will notice that most of the targets targeted by the regulatory authorities are actually labeled “addiction”, such as games and e-cigarettes. Therefore, although the liquor industry has not yet been restricted, the market may have such expectations.
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