Huge amount of capital into the pharmaceutical sector chemical drugs, Chinese medicine, biological drugs are rising alarmingly!

TextsOn May 29, the day after the end of the two sessions of the National People's Congress, Premier Li Keqiang presided over an executive meeting of the State Council to determine the division of tasks in the Report on the Work of the Government, and called for strict policy and implementation of policies and work to complete the tasks of economic and social development for the whole yearPromote the good practices of active service enterprises in epidemic prevention and control, eliminate the control measures that are not needed for prevention and control, and explicitly request that the complexity of the current situation should be fully estimated, the global epidemic and new changes in the economic situation should be closely followed, and attention should be paid to understanding and solving problems encountered in the implementation of policies, and timely and perfecting policiesAnd the capital market after last week's two sessions of the "wait-and-see period", the first day of this week's pharmaceutical section of the overall good performance, Chinese medicine, biological drugs, chemical drugs generally rose, frequent financial flowsAccording to the SASAC public number, from May 30, The State Pharmaceutical Group of China Bio-New Crown inactivated vaccine workshop will be fully disinfected and into the final preparations before productionDuring the two sessions, Yu Qingming, chairman of China Pharmaceutical Sinbet Holdings, said in an interview with the media that in order to achieve the large-scale production of the new coronavirus vaccine as soon as possible, China BioBeijing has completed the construction of the new crown vaccine workshop, Wuhan Institute will be completed in September this yearAs a result, the overall biomedicine sector today is being affected by the "vaccine" and has increased significantlyCRO, vaccines, animal vaccines, biopharmaceuticals and other main business have increased to varying degreesPerhaps due to the correct transmission and interpretation of the information of the two sessions, the author predicted that in the future for a long time, biopharmaceuticals will be much attention to the funds, especially the "vaccine" sectionBut in the investment process also need to pay attention to the arrival of market expectations! At the same time, with the large amount of funds inthesively in the field of biopharmaceuticals, a large number of capital outflows have also appeared, the most important of which is the chemical industry, "Huahai Pharmaceuticals"Today, the chemical drug sector as a whole floated 2.1%, Huahai Pharmaceuticals 10.01% rose and stopped, the increase of more than 5% of the enterprises reached 11, 112 chemical pharmaceutical enterprises in only 7 enterprises fell, and the highest degree of decline in the same and pharmaceutical industry is only 2.01%, can be described as a goodAnd for Huahai pharmaceutical industry's rise and fall, most of the small partners are not surprisedAccording to May 31, 2020, Changjiang Securities in the release of the research report, said that in the past few years, Huahai Pharmaceuticals, domestic consistency evaluation, volume procurement, environmental protection, Europe and the United States gene toxic impurity control standards to improve many policies, the beneficiaries are pointed to in science and technology, quality, scale, environmental protection and other aspects have excellent strength of high-quality pharmaceutical manufacturing enterprises, with more and less negative news, really have a bad lifeBut the current Huahai, after a long period of recovery, is gradually out of the haze of impurities, business is gradually returning to a healthy stateIn the new industrial environment, Huahai characteristics of raw materials, domestic preparations, preparations export three business sectors are facing good growth opportunitiesThe combination of multiple drivers also gives the company ample guarantee for continued rapid growth in the coming yearsAmong them, the domestic preparation business as the primary point of view of Huahai at this stage, business growth and profit elasticity are worthy of high expectationsStarting from the next round of collection, the company's varieties will begin to be fully presented as "barefoot" state, basically will be newly approved varietiesNo matter how many markets are seized and how many sales are realized, it will be represented as pure incrementsThe field of specialty API has changed significantly due to the guidance of downstream preparation customers when purchasing APIQuality, environmental protection and safety have become their core concernsConsidering the high technical barriers of specialty api, the new production capacity into the longer cycle, high business climate or in the future in a longer cycle, Huahai benefits greatlyFinally, as the two sessions by the members of the most, by the national leadership mentioned the most "Chinese medicine", today's performance is significantly less than the previous two, as of June 1 at 3 pm, the overall increase of the Chinese medicine section 1.79%, the highest increase of "Scente Pharmaceuticals" is only 5.88%However, the good in the 66 Chinese medicine enterprises only "East A gum" one fell, and the range of more than 2%In addition, the outbreak of the largest beneficiaries of the Eling PharmaceuticalIndustry, today is the response flat, up 1.86% of the results, really sorry for Chinese medicine "popular ity of the first person" titleThe community is showing a strange scene: on the one hand, the industry big guys push "Chinese medicine", on the other hand, the chinese medicine capital market does not pay for, medicine overall good situation, Chinese medicine always appears to have such a hint of violation, performance is really generalPerhaps this is also due to the previous outbreak on the pharmaceutical sector of the major impact, "enthusiasm", the "calm" is always to comePerhaps most investors at present are different degrees of view, to the current market, the valuation of Chinese medicine has entered a temporary apex stage, the degree of short-term rise and probability are not high, investment in "Chinese medicine" cost-effectiveComparing the frequency of the occurrence of Chinese medicine during the two sessions, it is quite appropriate that a phrase of "contrary to what is expected".