Recently, the pharmaceutical sector has performed strongly, and the "taking medicine" market has lasted for nearly two months since November, while the A-share pharmaceutical and biological sector has also recently attracted the attention
of funds.
According to the data released by the exchange before the market on December 19, from December 1 to 16, Shenwan Pharmaceutical Biotechnology Industry received a total of 5.
483 billion yuan in financing funds, among the individual stocks, Xinhua Pharmaceutical performed brilliantly, from December 1 to 16 was financed to buy a net purchase of 569 million yuan, from the perspective of growth, Xinhua Pharmaceutical's financing balance soared from 297 million yuan at the end of November to 865 million yuan on December 16, an increase of 1.
92 times
in just 12 trading days 。 In addition, traditional Chinese medicine companies Baiyunshan and Renhe Pharmaceutical, Yuyue Medical, a leading household medical device company, and Zhifei Biotechnology, a leading biovaccine company, all received net purchases of more than 180 million yuan
from December 1 to 16.
From December 1 to 16, Shenwan Pharmaceutical Bioindustry also received an increase in northbound funds, with a cumulative increase of 7.
160 billion yuan
.
In terms of individual stocks, from December 1 to 16, Mindray received 10.
1515 million shares from northbound funds, with a net purchase amount of 3.
225 billion yuan
.
In addition, China Resources 39, a state-controlled pharmaceutical enterprise, received a net purchase of 785 million yuan
from northbound funds from December 1 to 16.
Aier Ophthalmology, Yifeng Pharmacy, Kanglong Chemical, etc.
, the net purchase of northbound funds in the same period also exceeded 400 million yuan
.
However, what needs to be seen is that on December 19, the pharmaceutical sector has ushered in a cooling down, and under the differentiation, it presents "ice and fire"
.
On December 19, the pharmaceutical and biological sectors fell to a halt, of which Zhendong Pharmaceutical fell by 14.
14% and Jiudian Pharmaceutical fell by 13.
21%; In addition, 12 stocks such as Yiling Pharmaceutical fell by more than 10%.
Stocks such as Northeast Pharmaceutical, Aoyang Health, and China Pharmaceutical rose by more than 10%.
In this regard, some fund managers pointed out that the core driving force for the high popularity of the pharmaceutical sector in the past two months is the serious imbalance
between supply and demand of some materials caused by the surge in demand after the adjustment of epidemic prevention policies and the severe short-term restrictions on supply.
But over time, some marginal changes begin to emerge, which in turn constitute a suppressive factor
for the above logic.
In the future market, the speculation of the assets benefiting from the epidemic has lost its cost performance
, even if it has not been fully ended.
Looking back at the whole year, Shenwan Pharmaceutical Bioindex fell by 20.
05%
during the year.
So, is there a chance for the pharmaceutical sector next? Institutions generally believe that the current pharmaceutical industry is at the bottom of performance, valuation and positioning, and the investment value is prominent
.
Zhongtai Securities Pharmaceutical Biotechnology reported that in the medium term, the structural slow bull in the direction of pharmaceutical industry upgrading is worth looking forward to
.
The fundamentals of the pharmaceutical sector are expected to continue to improve and gradually come out of the bottom range
.
At present, the rigid demand attribute and price ratio of the pharmaceutical sector are still prominent, and the development trend of industrial upgrading remains unchanged, optimistic about the structural slow bull market of the sector
.
Orient Wealth Securities believes that it can focus on investment opportunities
in the field of innovative drugs.
The agency believes that driven by technology and capital, innovative drugs and new therapies are emerging one after another, and the reading of key clinical trial data of innovative drugs, high-amount authorized cooperation, and unexpected sales volume are all expected to become direct stock price catalysts
.
The medical insurance negotiations of innovative drugs will help accelerate the volume of large varieties in the domestic market, and the segment of innovative drugs in 2023 is worth paying attention to
.
Chinese business fund people also said that in the long term, the current valuation of the pharmaceutical sector is at a relative bottom in history, and there are still investment opportunities
in the future.
Optimistic about the innovative drugs and innovative devices sector, CXO (pharmaceutical R&D outsourcing) sector and consumer medical sector
.
={"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)]; 
