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Since the second half of 2021, the net value of many pharmaceutical-themed funds has fallen sharply, and the net value of many products has withdrawn by more than 20%, or even nearly 30%
.
Analysis believes that the plate callback is to digest emotions
.
Now entering the end of the year, the pharmaceutical theme fund has begun to be issued intensively, and the industry believes that the pharmaceutical sector has entered a bargain-hunting phase
.
It is understood that since October 2021, many foreign giants such as Capital Group have also increased their positions in pharmaceutical stocks
.
According to data from a fund sales platform, in nearly a week, more than one million citizens have purchased Sino-European Healthcare Hybrid C, over 100,000 people have purchased ICBC Credit Suisse Frontier Medical Stock A, and over 50,000 people have purchased GF Medical health stocks
A .
Among them, the US trillion-dollar asset management giant Capital Group increased its holdings of 1.
59 million shares of Nuohui Health-B, an early cancer screening company, on October 20, involving approximately 57.
145 million Hong Kong dollars
.
The news has aroused great concern in the industry
.
In addition, the domestic vaccine giant Cansino Bio-B also frequently "sucks money".
The stock first received an increase of 560,000 shares from the Capital Group in October, and then obtained an increase of 200,000 shares by JPMorgan Chase & Co on November 4.
.
Entering December, medical theme funds are also intensively issued
.
Wind data shows that in December alone, six pharmaceutical themed funds were issued, including China Business Pharmaceutical Consumer Selection, CCB Healthcare, GF Shanghai-Hong Kong-Shenzhen Pharmaceutical, and Yinhua China Securities Hong Kong Stock Connect Medical and Health ETF
.
Regarding the layout opportunities of the pharmaceutical sector at the end of the year, Haitong Securities previously stated that from the perspective of the overall trend of the sector, the cyclical stocks that had been substantially adjusted in the early stage had bottomed and rebounded, but the layout can be bargained, and the relevant sectors are expected to usher in a technical oversold rebound trend
.
At the same time, you can pay proper attention to those sectors such as consumption, medicine, and insurance that have experienced a round of sharp declines.
In the short term, they may have begun to stabilize and stabilize.
It is recommended to lay out on dips.
.
Shanxi Securities also suggests paying attention to the undervalued targets of the pharmaceutical sector.
It pointed out that under the influence of factors such as the gradual decline in upstream prices of raw materials and traditional Chinese medicine, the successive introduction of centralized procurement regulations, and the strengthening of supervision and other factors, the degree of concentration and prosperity may increase.
It is recommended to pay attention to the leading targets with low valuations in related sectors
.
From the perspective of the prospective fund manager of GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, from the perspective of time, December is the node of the new year.
Investors will set prices according to the company's profit expectations for next year, and there may be a valuation switch; and The pharmaceutical sector has been adjusted this year, and the current valuation has reached a staged bottom area, and it has good investment value in the medium and long term
.
In addition, according to the judgment of the proposed fund manager in the CCB medical and health industry and the CCB fund investment research team, judging from the short-term fluctuations in the pharmaceutical industry, taking into account the profitability of the pharmaceutical industry and the interest rate of U.
S.
debt, there may be a wave of adjustments around the fourth quarter, but the new For the development fund, the adjustment at that time will be a good buying point.
The short-term adjustment and the end of the year will be the window period for valuation switching in 2022, and the valuation of excellent companies will most likely reach a relatively reasonable position
.
In general, the industry is generally optimistic about the opportunity to deploy the pharmaceutical sector in December, and public funds have also increased their allocation to the pharmaceutical sector in the near future
.
According to the position calculation of the Good Buy Fund Research Center, as of November 26, the allocation of public funds in the pharmaceutical industry is about 3.
13%, which is a significant increase from the 2.
68% position on November 12
.
.
Analysis believes that the plate callback is to digest emotions
.
Now entering the end of the year, the pharmaceutical theme fund has begun to be issued intensively, and the industry believes that the pharmaceutical sector has entered a bargain-hunting phase
.
It is understood that since October 2021, many foreign giants such as Capital Group have also increased their positions in pharmaceutical stocks
.
According to data from a fund sales platform, in nearly a week, more than one million citizens have purchased Sino-European Healthcare Hybrid C, over 100,000 people have purchased ICBC Credit Suisse Frontier Medical Stock A, and over 50,000 people have purchased GF Medical health stocks
A .
Among them, the US trillion-dollar asset management giant Capital Group increased its holdings of 1.
59 million shares of Nuohui Health-B, an early cancer screening company, on October 20, involving approximately 57.
145 million Hong Kong dollars
.
The news has aroused great concern in the industry
.
In addition, the domestic vaccine giant Cansino Bio-B also frequently "sucks money".
The stock first received an increase of 560,000 shares from the Capital Group in October, and then obtained an increase of 200,000 shares by JPMorgan Chase & Co on November 4.
.
Entering December, medical theme funds are also intensively issued
.
Wind data shows that in December alone, six pharmaceutical themed funds were issued, including China Business Pharmaceutical Consumer Selection, CCB Healthcare, GF Shanghai-Hong Kong-Shenzhen Pharmaceutical, and Yinhua China Securities Hong Kong Stock Connect Medical and Health ETF
.
Regarding the layout opportunities of the pharmaceutical sector at the end of the year, Haitong Securities previously stated that from the perspective of the overall trend of the sector, the cyclical stocks that had been substantially adjusted in the early stage had bottomed and rebounded, but the layout can be bargained, and the relevant sectors are expected to usher in a technical oversold rebound trend
.
At the same time, you can pay proper attention to those sectors such as consumption, medicine, and insurance that have experienced a round of sharp declines.
In the short term, they may have begun to stabilize and stabilize.
It is recommended to lay out on dips.
.
Shanxi Securities also suggests paying attention to the undervalued targets of the pharmaceutical sector.
It pointed out that under the influence of factors such as the gradual decline in upstream prices of raw materials and traditional Chinese medicine, the successive introduction of centralized procurement regulations, and the strengthening of supervision and other factors, the degree of concentration and prosperity may increase.
It is recommended to pay attention to the leading targets with low valuations in related sectors
.
From the perspective of the prospective fund manager of GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, from the perspective of time, December is the node of the new year.
Investors will set prices according to the company's profit expectations for next year, and there may be a valuation switch; and The pharmaceutical sector has been adjusted this year, and the current valuation has reached a staged bottom area, and it has good investment value in the medium and long term
.
In addition, according to the judgment of the proposed fund manager in the CCB medical and health industry and the CCB fund investment research team, judging from the short-term fluctuations in the pharmaceutical industry, taking into account the profitability of the pharmaceutical industry and the interest rate of U.
S.
debt, there may be a wave of adjustments around the fourth quarter, but the new For the development fund, the adjustment at that time will be a good buying point.
The short-term adjustment and the end of the year will be the window period for valuation switching in 2022, and the valuation of excellent companies will most likely reach a relatively reasonable position
.
In general, the industry is generally optimistic about the opportunity to deploy the pharmaceutical sector in December, and public funds have also increased their allocation to the pharmaceutical sector in the near future
.
According to the position calculation of the Good Buy Fund Research Center, as of November 26, the allocation of public funds in the pharmaceutical industry is about 3.
13%, which is a significant increase from the 2.
68% position on November 12
.
