Recently, Xinhua Pharmaceutical has won six consecutive boards, and the stock price has risen more than twice since November, from 17.
5 yuan to 43.
43 yuan
.
So, what is the strength of this pharmaceutical stock's big rise?
The analysis believes that Xinhua Pharmaceutical involves three major drug-related concepts, including azvudine, ursodeoxycholic acid and ibuprofen
.
Regarding Azvudine, on December 12, the joint prevention and control mechanism issued a notice, which mentioned that medical institutions (including Internet hospitals and medical institutions that carry out Internet diagnosis and treatment services) can issue prescriptions online for relevant patients through the Internet diagnosis and treatment platform according to relevant requirements, and encourage qualified third parties to deliver drugs to patients' homes
.
After the announcement was issued, it was considered by the market to signal the online sale of Azvudine and Pfizer's Paxlovid
.
As early as the end of April, Xinhua Pharmaceutical reached a strategic cooperation with Real Bio, and Xinhua Pharmaceutical produced and sold azvudine
for Real Bio.
With this concept, Xinhua Pharmaceutical has also received a high degree of attention, out of the contrarian price limit, as of December 13, Xinhua Pharmaceutical has been up and down
for 5 consecutive days.
However, the company said that it does not currently produce or sell azvudine
.
In terms of ursodeoxycholic acid, the recent boom is mainly caused by a research paper published in Nature by researchers at the University of Cambridge in the United Kingdom
.
Xinhua Pharmaceutical replied on the interactive platform that Suntec Pharmaceutical, a wholly-owned subsidiary of the company, has obtained the qualification of marketing authorization holder of ursodeoxycholic acid tablets, a drug for the treatment of cholesterol-type gallstones, and the clinical indication is for the treatment of cholesterol-type gallstones, but it has not yet been commercially produced
.
In terms of ibuprofen, Xinhua Pharmaceutical is the head manufacturer of domestic ibuprofen, the recent optimization of policy epidemic prevention policies, and ibuprofen style drugs were selected as commonly used drugs for home treatment, ibuprofen and other drugs set off a wave of rush to buy, and when demand exceeds supply, related concept stocks continue to be hot
.
On December 5, Xinhua Pharmaceutical replied to investors on the interactive platform that the company is an important manufacturer of antipyretic and analgesic APIs in the world, including ibuprofen, aspirin, metamizole sodium, aminopyrine, antipyrine, ipradiantiline, tramadol, meloxicam and other varieties, and the market competitiveness of major varieties is very obvious
.
The actual market share of the company ibuprofen is close to 40%.
Previously, Xinhua Pharmaceutical's investor relations activity record released on November 17 said that from the perspective of categories, next year's orders for antipyretic and analgesic drugs are expected to be better than this year, with the change of epidemic control policies, the state gradually resumed the four types of drugs on the shelves, consumer purchasing power enhanced, will bring better expectations
to the company.
At present, many of the company's production lines are at full capacity, and if necessary, the company will also consider moderate expansion to cope with the changes
brought by the next market.
It is reported that the expansion of Xinhua Pharmaceutical's ibuprofen API is currently advancing, and the company's 2021 annual report disclosed that the major projects under construction include the Ibuprofen expansion synthesis process capacity improvement and transformation project, which is expected to invest 98.
23 million yuan, the construction period is 1.
5 years, and the estimated production capacity reaches 10,000 tons / year
.
It is worth mentioning that after 6 consecutive boards, Xinhua Pharmaceutical received a regulatory letter
issued by the Shenzhen Stock Exchange.
The letter of concern requires Xinhua Pharmaceutical to pay attention to and verify relevant matters, confirm whether there is material information that should be disclosed but not disclosed, and whether there have been major changes in the company's fundamentals; It is required to explain the specific impact on the company's production and operation in combination with the recent industry development trends, industry policy changes and other specific conditions, and provide sufficient risk warnings
.
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"share:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body).
appendChild(createElement('script')).
src='http://bdimg.
share.
baidu.
com/static/api/js/share.
js?v=89860593.
js?cdnversion='+~(-new Date()/36e5)]; 
