The expansion of the shares of the two financing targets is conducive to attracting incremental funds into the market
.
It is reported that recently, A-shares have started the expansion of the two financing target stocks again after three years, and the positive effect brought by the expansion is playing a role
.
According to statistics, since November, the net purchase of A-share financing has reached more than
28 billion yuan.
As of November 21, the financing balance of the two cities was 1.
47 trillion yuan
.
In terms of industries, the five major industries such as medicine and biology, power equipment, computers, electronics, and basic chemicals have financed net purchases of more than 2 billion yuan
since November.
The net purchase amount of pharmaceutical and biological financing was nearly 10.
4 billion yuan, becoming an industry
with a high amount of financing funds.
Analysts pointed out that the recent strong rebound of the pharmaceutical and biological sector also confirms the market effect
after the significant increase in financing funds.
Data show that since the beginning of this month, the pharmaceutical biological index has risen by more than 6%.
During this period, more than ninety percent of pharmaceutical stocks recorded a rise, among which Teyi Pharmaceutical, Miraculous Pharmaceutical, Zhongsheng Pharmaceutical, Hendi Pharmaceutical, Tailong Pharmaceutical, etc.
rose by more than 50%, becoming popular stocks
sought after by market funds.
Take Teyi Pharmaceutical as an example, its stock price reached a new high
driven by funds.
On Monday, Teyi Pharmaceutical opened 3.
07% lower, and after the open, the stock price fluctuated to the upside and rushed to the upper limit
.
As of the close, the stock closed at 30.
42 yuan per share, with a turnover of 1.
5 billion yuan and a change of hands of 33.
76%.
It is reported that since November, the stock has risen by 121.
40%.
It is understood that in recent years, the pharmaceutical and biological industry has developed rapidly, and data shows that as of the close of trading on November 18, 2022, there are 188 listed pharmaceutical companies with a market value of more than 10 billion yuan, accounting for 40%; Among them, 11 companies such as Mindray Medical, Hengrui Pharmaceutical, and WuXi AppTec have a market value of more than 100 billion yuan
.
In three years, the number of listed pharmaceutical companies reached 101, accounting for more than 20%.
Analysts pointed out that the medical insurance centralized procurement policy has bottomed out, and the factors affecting the suppression of the valuation of the pharmaceutical industry are expected to be gradually eliminated, and the upward performance and valuation repair will bring the upward momentum
of the pharmaceutical industry.
It is reported that the medical insurance negotiations in 2022 are imminent, and a total of 490 drugs have been declared in this medical insurance negotiation, and 199 off-list varieties have finally passed the preliminary review, including 184 traditional Chinese and Western medicines (144 exclusive varieties) and 15 proprietary Chinese medicines (14 exclusive varieties).
In this negotiation, the simple renewal rule will be adopted for the new indications of innovative drugs, and the price reduction is expected to be moderate
.
The industry said that in recent years, the adjustment, optimization and implementation of the medical insurance catalogue have been conducive to the research and development and commercialization of innovative drugs, and the macro environment and epidemic prevention policies at the current point have shown a marginal improvement trend, and the innovative drug industry is expected to usher in better investment opportunities
.
As shown by the data, listed companies in the pharmaceutical and biological industry maintained steady growth
as a whole in the third quarter.
In the first three quarters of 2022, listed companies in the pharmaceutical and biological industry achieved a total operating income of 1,763.
1 billion yuan, net profit of 184.
6 billion yuan, and non-net profit of 162.
3 billion yuan, with year-on-year growth rates of 9.
00%, 1.
59% and 6.
73%, respectively.
Among them, in the third quarter, a total of 599.
2 billion yuan of operating income, 54.
8 billion yuan of net profit and 49.
1 billion yuan of non-net profit were achieved, with a year-on-year growth rate of 9.
18%, 0.
25% and 1.
88% respectively, and the growth momentum continued
.
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