According to Wind statistics, a total of 21 industry sectors received net purchases on December 5, mainly concentrated in pharmaceutical and biotechnology, electrical equipment, building decoration, machinery and equipment, chemicals, automobiles, real estate and other industries
.
Among them, the pharmaceutical and biological industry ranked first in net purchases of financing, with a net purchase of nearly 1.
2 billion yuan on the day, reaching 1.
183 billion yuan
.
From the perspective of individual stocks, a total of 17 stocks with a net purchase amount of more than 100 million yuan on December 5, including a number of pharmaceutical stocks that received net purchase of more than 100 million yuan on the same day, such as Xinhua Pharmaceutical and Tongce Medical
.
Xinhua Pharmaceutical: Received financing to buy 155 million yuan
According to the Flush Data Center, Xinhua Pharmaceutical received financing to buy 155 million yuan on December 5, accounting for 18.
44% of the purchase amount on that day, and the current financing balance is 329 million yuan, accounting for 3.
21% of the circulating market value, which is at a relatively high level
.
Xinhua Pharmaceutical is the world's important antipyretic and analgesic API manufacturers, including ibuprofen, aspirin, metamizole and other varieties, the company after years of accumulation, has significant scale, quality, industrial chain supporting and other advantages
.
The actual market share of the company ibuprofen is close to 40%.
In addition, Xinhua Pharmaceutical also signed a strategic cooperation agreement with Real Biologics, in which Real Biologics agreed that Xinhua Pharmaceutical is the manufacturer and distributor
of azvudine and other products owned by Xinhua Pharmaceutical in China and other countries agreed by both parties.
The stock jumped nearly 19% on Dec.
5 and another 12%
in early trading Dec.
6.
As of 11:07, the stock was up 8.
55% at 25.
51 yuan, with a turnover of 2.
167 billion
.
Tongce Medical: Received financing to buy 103 million yuan
On December 5, Tongce Medical received financing to buy 103 million yuan, accounting for 15.
8% of the purchase amount on that day, and the current financing balance is 1.
540 billion yuan, accounting for 3.
48%
of the circulating market value.
Tongce Medical is known as the "tooth mouth", which has allowed investors to make a lot
of money.
However, with the suppression of centralized procurement, the performance growth rate of Tongce Medical has slowed down
.
In the first three quarters of this year, its net profit attributable to the parent fell by 16.
92%
year-on-year.
On August 18 this year, the National Health Insurance Administration issued the Notice on Carrying out Special Governance of Oral Implant Medical Service Charges and Consumables Prices (Draft for Comments), which the industry believes means that the centralized procurement of dental implants is expected to accelerate the landing and significantly reduce the price of
dental implants.
Tongce Medical clearly stated in the institutional survey summary on October 24 that the centralized procurement policy has done scientific popularization of dental implant services nationwide, and the number of customers consulted has increased significantly, but fewer people have placed orders, especially in the third quarter, customers' wait-and-see mood for implants has reached a peak
.
Subsequently, the company released an investor relations activity record form on November 21, saying that it expects the relevant medical insurance policy to be implemented
in the near future for the dental implant business.
The company said that it will follow the policy direction, significantly increase the penetration rate, carry out the "dental" supermarket business, and provide services
for more patients.
The company believes that it is easier to exchange price for volume to form scale effects
.
At present, the penetration rate of dental implants is low, and with the price differentiation pricing, the rapid increase in total volume is still expected to form a higher growth
in scale.
According to the data of the "2020 China Oral Medical Industry Report", the total number of missing teeth in China is 2.
642 billion, the number of potential dental implants is as high as 18.
88 million, and the market size of potential dental implants exceeds 200 billion
.
Among them, the elderly have a huge
demand for dental implants.
According to iResearch, the penetration rate of implants in the elderly aged 65-74 will continue to increase, and the number of potential dental implants is expected to reach 12.
1 million by 2025
.
The industry believes that under centralized procurement and price control, it is expected to stimulate market demand and drive the rapid development of
China's dental implant industry.
As of 11:07 on December 6, the stock rose 2.
94%, quoted at 141.
94 yuan, with a turnover of 748 million, a turnover rate of 1.
65%, and a price-to-earnings (TTM) of 76.
12
.
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