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Wind data shows that since September, as of October 8, a total of 3,128 block transactions have occurred in the two cities, an increase of 11.
20% compared with the previous month; a total of 5.
213 billion shares were traded, an increase of 35.
23% compared with the previous month; the total amount of transactions Reached 78.
531 billion yuan, an increase of 14.
62% compared with the previous month
.
Judging from the large-scale "buy, buy and buy" objects of institutions, companies in the pharmaceutical industry are a big bright spot
.
Judging from the number of large transactions, Aier Ophthalmology has 18 large transactions, with 15.
21 million shares traded, with a transaction amount of 706.
4058 million yuan, and a discount rate of 5%; in September, Shengxiang Biotech’s institutional dedicated seats appeared in a total of 8 large transactions.
The buyer, the transaction volume is 500,000 shares, the transaction value is 28.
1509 million yuan, the discount rate is 6.
89%; BGI now has 6 transactions, the transaction volume is 1.
509 million shares, the transaction amount is 136.
841 million yuan, the discount rate is 4%; Jiuzhou Pharmaceutical is now 5 The number of transactions was 1.
35 million shares, the transaction amount was 63.
18 million yuan, and the discount rate was 7.
98%
.
In addition, Xingqi Eyedrops, Tai'antang, etc.
have all made 3 large transactions
.
The companies that these institutions have won in a large amount of special seats have also brought good returns to the institutions
.
Take Jiuzhou Pharmaceutical as an example.
The pharmaceutical stock belongs to the CXO industry.
It is understood that the A-share CXO (pharmaceutical outsourcing service) concept stock has generally risen since September, and more than 90% of the stocks in the sector have risen by more than 10% in a month
.
Wind data shows that Jiuzhou Pharmaceutical has risen 37.
10% since September as of October 8
.
The industry believes that the "discounts" of large-scale transactions and the increase in stock prices after receiving the goods have a high probability that institutions will make a lot of profits
.
It is worth mentioning that among the stocks that have been heavily sold for institutional dedicated seats, there are also pharmaceutical stocks
.
For example, on September 24, 2021, Kelun Pharmaceutical had three major transactions, with a total turnover of 3.
027 million shares, a turnover of 55,727,100 yuan, and an average transaction price of 18.
41 yuan, all of which were sold by institutional accounts; September 24, 2021 On the day, Zixin Pharmaceuticals had a large transaction with a total transaction of 11 million shares, with a transaction value of 29.
26 million yuan and a transaction price of 2.
66 yuan, which were sold for institutional accounts.
.
From the perspective of the industry, the market will still maintain a turbulent pattern in the future, and there is no sign of a change in the pattern in the short term
.
In this context, market hotspots are relatively active, and sector switching is also relatively frequent
.
In terms of investment, we use long-term logic to guide investment, adhere to the core configuration of "medicine + consumption + new energy", and appropriately match some stocks in other sectors to balance portfolio risks and returns
.
On the whole, the CXO track in the pharmaceutical sector has benefited from factors such as the wave of innovative drugs and the concentration of the global pharmaceutical R&D and production outsourcing industry chain in the country, and is expected to maintain a high level of prosperity
.
Ping An Securities believes that the policy direction of the pharmaceutical industry has been clear, and it is expected to be in the stage of intensive promotion of industry policies for a considerable period of time in the future.
It is recommended to avoid areas subject to policy suppression and adhere to the high-prosperity segment leaders that are immune to policies and are in line with industry development trends
.
The agency believes that one of the current main lines of investment in the pharmaceutical industry is clinical demand driven by innovation.
With the improvement of technical strength and the improvement of the approval environment, both the pharmaceutical and device industries welcome the harvest period of self-innovation and activate the CRO.
(Pharmaceutical R&D Outsourcing Services), CMO (Pharmaceutical Production Outsourcing Services) and other related outsourcing industry chains
.
Zheshang Securities also analyzes and believes that from the perspective of investment income, clinical CRO benefits as the upstream service provider of the innovative drug R&D industry chain are more significant, mainly because high R&D investment promotes higher upstream clinical CRO prosperity
.
20% compared with the previous month; a total of 5.
213 billion shares were traded, an increase of 35.
23% compared with the previous month; the total amount of transactions Reached 78.
531 billion yuan, an increase of 14.
62% compared with the previous month
.
Judging from the large-scale "buy, buy and buy" objects of institutions, companies in the pharmaceutical industry are a big bright spot
.
Judging from the number of large transactions, Aier Ophthalmology has 18 large transactions, with 15.
21 million shares traded, with a transaction amount of 706.
4058 million yuan, and a discount rate of 5%; in September, Shengxiang Biotech’s institutional dedicated seats appeared in a total of 8 large transactions.
The buyer, the transaction volume is 500,000 shares, the transaction value is 28.
1509 million yuan, the discount rate is 6.
89%; BGI now has 6 transactions, the transaction volume is 1.
509 million shares, the transaction amount is 136.
841 million yuan, the discount rate is 4%; Jiuzhou Pharmaceutical is now 5 The number of transactions was 1.
35 million shares, the transaction amount was 63.
18 million yuan, and the discount rate was 7.
98%
.
In addition, Xingqi Eyedrops, Tai'antang, etc.
have all made 3 large transactions
.
The companies that these institutions have won in a large amount of special seats have also brought good returns to the institutions
.
Take Jiuzhou Pharmaceutical as an example.
The pharmaceutical stock belongs to the CXO industry.
It is understood that the A-share CXO (pharmaceutical outsourcing service) concept stock has generally risen since September, and more than 90% of the stocks in the sector have risen by more than 10% in a month
.
Wind data shows that Jiuzhou Pharmaceutical has risen 37.
10% since September as of October 8
.
The industry believes that the "discounts" of large-scale transactions and the increase in stock prices after receiving the goods have a high probability that institutions will make a lot of profits
.
It is worth mentioning that among the stocks that have been heavily sold for institutional dedicated seats, there are also pharmaceutical stocks
.
For example, on September 24, 2021, Kelun Pharmaceutical had three major transactions, with a total turnover of 3.
027 million shares, a turnover of 55,727,100 yuan, and an average transaction price of 18.
41 yuan, all of which were sold by institutional accounts; September 24, 2021 On the day, Zixin Pharmaceuticals had a large transaction with a total transaction of 11 million shares, with a transaction value of 29.
26 million yuan and a transaction price of 2.
66 yuan, which were sold for institutional accounts.
.
From the perspective of the industry, the market will still maintain a turbulent pattern in the future, and there is no sign of a change in the pattern in the short term
.
In this context, market hotspots are relatively active, and sector switching is also relatively frequent
.
In terms of investment, we use long-term logic to guide investment, adhere to the core configuration of "medicine + consumption + new energy", and appropriately match some stocks in other sectors to balance portfolio risks and returns
.
On the whole, the CXO track in the pharmaceutical sector has benefited from factors such as the wave of innovative drugs and the concentration of the global pharmaceutical R&D and production outsourcing industry chain in the country, and is expected to maintain a high level of prosperity
.
Ping An Securities believes that the policy direction of the pharmaceutical industry has been clear, and it is expected to be in the stage of intensive promotion of industry policies for a considerable period of time in the future.
It is recommended to avoid areas subject to policy suppression and adhere to the high-prosperity segment leaders that are immune to policies and are in line with industry development trends
.
The agency believes that one of the current main lines of investment in the pharmaceutical industry is clinical demand driven by innovation.
With the improvement of technical strength and the improvement of the approval environment, both the pharmaceutical and device industries welcome the harvest period of self-innovation and activate the CRO.
(Pharmaceutical R&D Outsourcing Services), CMO (Pharmaceutical Production Outsourcing Services) and other related outsourcing industry chains
.
Zheshang Securities also analyzes and believes that from the perspective of investment income, clinical CRO benefits as the upstream service provider of the innovative drug R&D industry chain are more significant, mainly because high R&D investment promotes higher upstream clinical CRO prosperity
.
