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Since December, with the further optimization of precise prevention and control policies, the sales of cold medicine, fever reduction, cough suppressant, antibacterial and anti-inflammatory drugs have increased significantly, and the relevant sectors of the capital market have become more sought after by the market
.
Data show that since the fourth quarter, 426 of the 477 constituent stocks in the pharmaceutical and biological (Shenwan) sector have risen, accounting for nearly 90%; There were 34 stocks that rose by more than 50%, of which 7 stocks doubled
.
On December 19, Northeast Pharmaceutical opened with a limit of 7.
76 yuan / share, up 10.
07%; Yiling Pharmaceutical, a product represented by Lianhua Qingwen, reached a record high price of 53.
96 yuan per share this month; Since November 24, Jinshi Asia Pharmaceutical has doubled in the past 17 trading days, and the stock is now priced at 19.
38 yuan per share; Ibuprofen API leader Xinhua Pharmaceutical has gained 8 limit increases in the last 10 trading days
.
Northeast Pharmaceutical
Industry insiders believe that the soaring market is inextricably linked to the short-term surge in drug demand, and the current "hoarding of drugs" is emotional speculation, and the capital market will also return to rationality
as various places introduce policies to ensure drug supply.
Traditional Chinese medicine enterprises have been recognized by the market for "doubling" the market has reappeared
For a long time, in the proprietary Chinese medicine segment, respiratory medicine accounted for the largest
proportion.
Nowadays, under the background of comprehensive liberalization of policies, the purchase of drugs through pharmacy channels is gradually smooth, and the scale of the overall respiratory drug market is gradually expanding
.
At the same time, whether ordinary people go to pharmacies to grab medicines, or pharmaceutical companies concentrate on the production of proprietary Chinese medicines, the demand for Chinese medicine tablets, Chinese medicine raw materials and other needs has risen, which has pushed up prices
.
Among them, the most noteworthy is Fang Yiling Pharmaceutical, a brand that produces Lianhua Qingwen capsules
.
Lianhua Qingwen is an important support
for the growth of Ling Pharmaceutical's performance.
In December, the sales of Lianhua Qingwen capsules grew faster and ranked high in the OTC rankings of major pharmaceutical e-commerce platforms
.
In addition to the popularity of products, Yiling Pharmaceutical's stock price has also continued to rise
recently.
According to public data, the share price of Yiling Pharmaceutical rose by more than 200% in three months, ushered in a limit on December 7, and closed at 49.
12 yuan per share
on the same day.
Immediately after the next day, Yiling Pharmaceutical opened up, and the intraday stock price touched 53.
96 yuan / share, once again refreshing a record high
.
The intraday turnover exceeded 10 billion, and the total market value was nearly 90 billion
.
This position is 2.
5 times
higher than the stock price of Yiling Pharmaceutical at the end of September this year of less than 20 yuan per share.
Yiling Pharmaceutical
Also as a top A-share Chinese medicine company, Zhongsheng Pharmaceutical became the largest net inflow in December, with 180 million yuan
.
According to public information, Zhongsheng Pharmaceutical, as an established pharmaceutical company whose main business is the research and development, production and sales of proprietary Chinese medicines, chemical drugs, Chinese herbal medicines, Chinese herbal tablets, and chemical APIs, its core products have previously been mostly proprietary Chinese medicines
.
Zhongsheng Pharmaceutical
In addition, Zhenbao Island, China Resources Sanjiu, Kangbei and other companies showed a positive trend
.
Among them, in terms of proprietary Chinese medicines, Zhenbao Island has compound Qianlan oral liquid, double huanglian oral liquid and pediatric hot and instant clear syrup, and the revenue of these three varieties in the first three quarters of this year accounted for 4.
6%
of the revenue of the pharmaceutical industry sector.
In the next 3 to 6 months, there will be a recovery growth in oral preparations of proprietary Chinese
medicines.
In terms of trade of Chinese medicinal materials, there is a possibility that the price of forsythia, banlan root, honeysuckle, etc.
of antiviral varieties may increase, which will lead to an increase
in the company's income from the trade of traditional Chinese medicinal materials.
The recent price increase of raw materials of China Resources Sanjiu formula granule business has risen rapidly, and the price increase trend of upstream raw materials of Sanjiu Cold Spirit reveals that the current market demand is large, and the upstream raw materials may appear to increase in price, and the company currently has a certain raw material inventory
.
This week, Beishang Capital spent another 453 million yuan, adding more than 9.
09 million shares to China Resources 39, close to 1% of the total share capital, and its holdings increased from 41.
66 million shares at the end of last week to 50.
75 million shares, a new high
in more than four months.
Recently, Beishang Capital has increased its holdings in China Resources Sanjiu
for 10 consecutive trading days.
CR Sanjiu
In addition, the demand for cold drugs has increased, and antipyretic and analgesic drugs, cough and phlegm products, dietary supplements, etc.
have also increased in sales as the country enters a new period of home prevention and control, and it is expected that the business performance of self-care products in the fourth quarter of this year is better
.
Antipyretic labor pain drugs are the hottest Xinhua Pharmaceutical 10 days 8 plates
Recently, the market demand for antipyretic and analgesic drugs has exploded, and Xinhua Pharmaceutical, the leading A-share ibuprofen API, is hot, with a stock price of 8 boards in 10 days, a five-day increase of 83.
33%, and a cumulative increase of more than 115%.
Xinhua Pharmaceutical
It is understood that Xinhua Pharmaceutical is the first chemical synthetic pharmaceutical enterprise in China and one of the largest ibuprofen manufacturers in the
world.
According to the financial report, in the first three quarters of 2022, the company achieved operating income of 5.
453 billion yuan, a year-on-year increase of 10.
39%; The net profit attributable to shareholders of the listed company, net of non-recurring profits and losses, was 268 million yuan, a year-on-year increase of 6.
48%.
It is worth mentioning that the production and sales of drugs are easily affected by changes in the market environment and other factors, with certain uncertainties, and according to the official website of the State Food and Drug Administration, domestic pharmaceutical companies have obtained 558 drug registration approvals whose main ingredient is ibuprofen, involving ibuprofen tablets, ibuprofen sustained-release capsules, ibuprofen granules, ibuprofen suspension and other types
.
This means that, in theory, at least a few hundred pharmaceutical companies can produce ibuprofen products
.
According to statistics, there are 272 manufacturers of ibuprofen tablets
.
This is undoubtedly a production pressure
for Xinhua Pharmaceutical.
In this regard, the industry view is that because the demand for ibuprofen was not large before, the relevant production capacity was shelved, and now the demand is rising rapidly, as long as the API is sufficient, the product can soon be mass-produced and supplied to the market
.
Coincidentally, Hengdi Pharmaceutical, known as one of the main manufacturers of ibuprofen APIs and dextroibuprofen APIs in the world, has risen by more than 200%
in the past 30 days.
Hengdi Pharmaceutical disclosed in the prospectus that in the first half of 2020, the gross profit margin of ibuprofen APIs was 50.
51%, and the gross profit margin of ibuprofen granules also reached 35.
04%.
It is reported that Hendi Pharmaceutical is also one of the world's six major ibuprofen API manufacturers, with the preparation drug products ibuprofen granules, ibuprofen tablets and API products ibuprofen
.
On December 6, Hengdi Pharmaceutical said on the investor interactive platform that the current production capacity of ibuprofen and dextroibuprofen APIs is 3,500 tons/year and 200 tons/year
, respectively.
At the beginning of this year, Hengdi Pharmaceutical said that the "5,000 tons per year ibuprofen API project" will reach an annual production capacity of 8,500 tons
after completion.
Shisi Pharmaceutical Group rose 12%
in the opening 30 minutes of trading when most pharmaceutical shares were lower today.
According to the announcement, the group signed a letter of intent for cooperation with a well-known domestic pharmaceutical company, intending to entrust the company to produce ibuprofen sustained-release tablets and pediatric aminophenol xanthamine granules, with an annual output of 10-2.
5 billion tablets and 65 million bags
respectively.
This news caused Shisi Pharmaceutical Group to buck
the trend.
Shisi Pharmaceutical Group
The market view is that the relevant industrial chain may be expected to usher in a phased performance outbreak, but the sustainability of performance still needs to be observed for a long time, and in the case that the performance expectations have been basically or even exceeded the level after the big rise, as life gradually returns to normal, the supply and demand of popular products such as cold medicine and respiratory medicine will gradually return to normal levels
.
