Total market situation: rose as expected on Friday, Shanghai Composite Index finally closed at 2969.2 points, close to last Friday's high of 2974.24. If this position is broken today, it is even believed that the reversal trend will appear in the short term. (Since this year, whether the market rebounds in a short-term or phase reversal, it has basically made breakthroughs in a way that includes yang and yin). Currently, the position is 70% overall, with northbound funds flowing in 7.681 billion, and the trading volume of the two markets reached 977.5 billion. According to the Shanghai Stock Exchange, the current trading volume has been magnified for the sixth consecutive trading day. It is expected that the Shenzhen and Shanghai markets will have an opportunity to exceed one trillion tomorrow. The time span of the last two markets has reached two months, which is different from the rebound on October 12. 4,448 companies in the two markets rose and 489 companies fell. Today is a general market.
Emotional side: has more than 89 companies hit the daily limit today, but there are only 14 companies that have been running for consecutive boards, which means that the effect of consecutive boards is not very good (compared with the 9 companies yesterday). Such a situation may be that the market funds who play the board may consider the opportunity of the first board at present (this situation requires further tracking.) The number of boards has reached 30 companies, the overall closing rate is 74.8%, and has hit the daily limit 32 companies. Such a limit down is relatively beneficial to the market (compared with the 39 companies hit the daily limit yesterday). For the boarding, please consider the overall linkage between sectors and concepts. When the number of first boards increases, it is not ruled out that some funds are mainly based on stage thinking.
sector: generally rose today, and the performance of stocks in the sector is relatively average overall. Today's core: software services + charging piles + photovoltaic (energy storage) + rural revitalization. The strongest assist is mainly medicine and vaccines.
Software Service: Today's leader is Zhizhen Technology , 5 consecutive boards, and it is also the only 5-board height board in the two markets. From the perspective of overall structural trend, it is expected to hit the previous high in the short term. Software services are more thought from two levels. The first aspect is the information security perspective, and the second aspect is the educational information aspect. You can start from the above two aspects to choose the target. The overall opportunities for software services are phased and structural. charging pile : According to the daily limit speed, the leader is Autexun . According to the core value, Juhua Technology and Shenghong Co., Ltd. are the leaders of the resonance of the fundamental and the capital market. This concept is mainly collective abnormal movements caused by short-term news. For this concept, our core thinking still needs to pay attention to the connotation and value of some companies. The gradual performance of the stock price will easily continue to strengthen.
Photovoltaic (energy storage): The leader is the second-new stock Oujing Technology. The stock price has increased by 5 times in one month after listing. If you are interested, you can check out the main business. Perhaps you will know why it has risen so much (of course, the key issue still needs to know its product value). 10 photovoltaic companies hit the daily limit today, many of which are compatible with the concept of energy storage. For example, Kelik and Jingquanhua all involve energy storage and photovoltaic magnetic components. For energy storage, we still emphasize the problem of penetration rate . The current industry penetration rate is less than 3%, and the penetration rate in 2025 will reach 6%, which is doubled.
Rural Revitalization: Leader is Swan Shares and Zhongnong Agricultural Cooperative. This concept is considered the effect of policy promotion (Supply and Marketing Cooperatives are popular in the 1980s and 1990s, and may be emerging again now). From the actual controllers of the relevant targets, Swan Shares (Shandong Provincial Supply and Marketing Cooperatives), Zhejiang Agriculture Shares (Zhejiang Provincial Supply and Marketing Cooperatives), Huilong Shares (Anhui Provincial Supply and Marketing Cooperatives), China Linong (National Cooperative Supply and Marketing Cooperatives), Tianhe Shares (Guangdong Provincial Supply and Marketing Cooperatives), etc. are relatively related. From the main perspective of the current internal cycle, it is expected that the overall sustainability will be relatively strong, so you can pay attention to it.
Others: Currently, whether it is semiconductors, information technology, medicine and medical care, it is a process of incremental and innovative opportunities, so the overall continuity in structure will continue. What we need to do is to insist on the goals of the stage unchanged, and at the same time reasonably grasp the opportunities of short-term hot spots, synchronize and coordinate the overall positions, ticket pools, 510K and 3K methods, so as to achieve overall sustainable profitability.
Then talk about the topics related to the epidemic. The current situation of the new crown epidemic is:
1 Experts from various countries predict that the global winter epidemic will intensify
2 Currently, the domestic epidemic is rekindled
3 Dynamic zeroing and epidemic prevention policy is unshakable At present, the medical community is on the new crown vaccine at the moment, The basic requirements of l3:
is the effectiveness, that is, the vaccine achieves the initial purpose of preventing, eliminating or alleviating the onset of target infections or other diseases;
2 is the safety, that is, no adverse reactions or health problems will be induced after vaccination, or the side effects can be suppressed to a minimum;
3 is the economic, that is, while maintaining the quality of the vaccine, it can ensure the stable supply of vaccines, and provide vaccination at a low price that everyone can afford.
So next, it is necessary to focus on it, the CanSino we are doing recently!
1, Inhaled COVID-19 vaccine introduction:
On October 26, the world's first recombinant novel coronavirus vaccine (type 5 adenovirus vector) (referred to as "inhaled COVID-19 vaccine"), Shanghai officially began free vaccination.
inhalation COVID-19 vaccination mainly includes two parts: atomization and inhalation. After the vaccine solution is atomized into fine particles and injected into the atomized cup, the vaccinator must complete the deep breathing of mouth within 15 seconds and hold the breath for at least 5 seconds. The whole process was less than a minute. Many citizens who have received the inhaled COVID-19 vaccine generally reported that the whole process is still very acceptable. The inhalation feels like "drinking milk tea" and the taste is even "a bit sweet".
Advantages of the inhaled new crown vaccine:
(1) Effectiveness:
inhaled vaccine uses a nebulizer to atomize the vaccine into tiny particles, which enters the respiratory tract and lungs through inhalation, thereby stimulating the mucosa to immunize ; usually the vaccine injected intramuscularly can only induce humoral immunity and cellular immunity. The research results led by the team of Academician Chen Wei show that the atomized inhaled Ad5-nCoV is well tolerated; it can not only stimulate humoral and cellular immunity, but also efficiently induce mucosal immunity, achieve triple protection, and block infection and transmission. Moreover, the antibody level of the CanSino inhaled vaccine g Visa as a booster vaccine is about 20 times that of the antibodies formed by using ordinary fire-extinguishing vaccine as a booster, and 6 times that of the sequential enhancement of the recombinant protein vaccine .
(2) Safety:
From the perspective of safety, inhaled vaccines do not require subcutaneous injection. Vaccination can be completed by only inhaling a lower dose through the nasal cavity. There will be no previous adverse reactions such as soreness and swelling of the arm. It can increase the public's willingness to get vaccinated
(3) Economy:
In terms of dosage, atomized inhalation vaccine only requires one-fifth of the dose of the injection vaccine, which not only reduces the cost, but also because the dosage of the injection vaccine is larger than that of the inhaled vaccine during vaccination, injected vaccine is more likely to cause side reactions , such as swelling, fever, and weakness in the whole body.
(4) Efficiency:
The inhaled new crown vaccine produces antibodies at a faster rate, and generally produces mucosal immunity 5-7 days after inhalation. The injectable vaccine will not produce an immune protective effect after about 35-45 days after vaccination.
(5) management process is relatively simple, with storage temperatures of 2-8 degrees.
, the advantages of atomized inhalation vaccine: fast, efficient, low cost and low risk.Inhaled vaccines are an effective way to solve the current combat against COVID-19 with minimal investment.
2. Current usage situation in various places:
On September 4, CanSino announced that recombinant novel coronavirus vaccine (type 5 adenovirus vector) for inhalation Kevisa Convidecia? , After the National Health Commission put forward suggestions, the State Food and Drug Administration organized a demonstration and agreed to include it as a strengthening needle for emergency use.
In addition to the inhaled CanSino vaccine-enhanced vaccination in Shanghai on October 26, Urumqi, Xinjiang has officially started the fourth inhaled CanSino vaccine-enhanced vaccination. Guangdong, Shandong, Anwei, Hubei and Guizhou are also slowly starting. The progress of application in various places of
is summarized as follows (with pictures):
(1) Shanghai has been fully launched as the third strengthening vaccine; 
(2) Xinjiang, Urumqi is currently underway as the fourth strengthening vaccine;
(3) Beijing, local areas are already underway, and some people are posting videos online;
(4) Hubei has entered its procurement plan , Someone posted a procurement directory online;
(5) Anhui, its Center for Disease Control and Prevention stated that it was in emergency procurement, and issued a procurement negotiation announcement at the end of September;
(6) Guizhou, local areas are already underway, and some people posted a video of Guizhou Normal University centrally vaccinated with inhaled vaccines online;
(7) Guangdong, the Guangzhou Municipal Center for Disease Control and Prevention stated that the Kevisa Wuyou inhaled vaccine is arriving in the goods one after another.
3, MCV4 first-mover advantage, and the volume is good:
is the first quadrivalent meridian-conjugated vaccine to be launched in China. It is expected that the turnover will reach 1.2 billion next year. In addition, the clinical data of this product is better than the current introduced products. In addition, the Huiduan product represented by the previous two years just opened up this pattern. Access has been made in the third quarter of this year! (In 2019, all types of meningitis vaccines (including AC-Hib triple vaccine) were issued in total, of which 43.92 million doses were issued in the group A group C meningitis polysaccharide vaccine throughout the year, accounting for about 69.1% of the total number of meningitis vaccines. Group A group C meningitis polysaccharide combination vaccine is the second largest meningitis vaccine. Last year, 7.91 million doses were issued, accounting for 12.4%. In addition, Group A meningitis polysaccharide vaccine and AC-Hib triple vaccine were all about 4 million doses, and the quadrivalent vaccine ACYW135 meningitis polysaccharide vaccine was approved for approval. The quadrivalent vaccine ACYW135 meningitis polysaccharide vaccine was approved for approval. In addition, Group A meningitis polysaccharide vaccine and AC-Hib triple vaccine were issued in the group A. In addition, Group A meningitis polysaccharide vaccine and AC-Hib triple vaccine were issued in the group A. In addition, Group A meningitis polysaccharide vaccine and AC-Hib triple vaccine were issued in the group A. The quadrivalent vaccine ACYW135 meningitis polysaccharide vaccine were approved for approval. The quadrivalent vaccine ACYW135 meningitis polysaccharide vaccine was approved for approval. 3.38 million doses, with the smallest package. )
4, Q3 performance and valuation:
, operating income during the period was 77.605 million yuan, a year-on-year decrease of 92.42%; net profit attributable to shareholders turned from 397 million yuan in the same period last year to 487 million yuan, and net loss attributable to shareholders was 526 million yuan after deducting non-operating items.
His losses here are very normal, and it is considered a financial advance bath, because he was the group conducting an impairment test on the new crown vaccine-related assets that show signs of impairment. From January to September 2022, the total asset impairment provisions for inventory were set aside 526,175.9 million yuan. (That is to say, he couldn't sell it in the third quarter and did impairment, but he never expected that he would use their homes in the fourth quarter and began to adopt them in large quantities. I personally think it seems negative, but it is actually positive! Because the worst is over, and it is profitable if you can use it! But I still need to understand the issue of his shelf life.)
According to data released by the National Health Commission, as of October 12, 2022, the country has reported a total of 33.43 billion new coronavirus vaccine html vaccination, covering 1.33.43 billion people, and 87.832 million people have been strengthened. According to this calculation, if the fourth shot is carried out on the basis of the third shot, and the number of people who have not completed the strengthening of immunity before, the total vaccination volume will exceed 800 million, which also means that the competition for the new crown vaccine market has entered the second half, which will also bring stable demand to related vaccine companies.
If the fourth needle starts to be activated on a large scale, there will be a reversal profit increase in the fourth quarter.And the stock price will bottom out and begin to recover! 5. Number of shareholders:
is still declining, and the number of institutions has also declined. The 196 companies have dropped by only 5, and a large number of them have been cleared. Recently, the institution has been replenished for , which provides impetus for its later increase in holdings. 6, Dragon and Tiger List :
1 On October 26, operator Xinyi bought 75.87 million, while institutions bought 47.32 million, and northbound funds also flowed in 67.2 million.
rose 16% on Friday, which was driven by institutions. After buying 47.32 million on Wednesday, it increased its position again in the past two days by 330 million, which means it bought nearly 380 million. This verifies my previous speculation on the number of shareholders. Why is it so optimistic? This is the charm of the new crown enhancement needle that may bring large-scale procurement in the future!
Note:
Dr. Luo, Shanghai Renji Hospital, worked in WHO for two years (sented by the state) and just returned to China recently. His views on the epidemic are of great reference value and are now sent to everyone for sharing.
1. View on lying flat. Just as the flu virus coexisted with humans for a long time, it is an indisputable fact that the new coronavirus coexisted with humans for a long time. Two years before the epidemic, the virus was highly toxic and the mortality rate was as high as 1.3. Western countries adopted a policy of lying down, causing medical resources to be unable to cope with and a large number of patients to die. This practice is obviously wrong. But now the mortality rate of the new coronavirus is close to flu , and the medical resources of developed countries are already coping with it. In this case, it is understandable that they adopt a policy of lying down to save the economy.
2. When can I lie flat in China? China cannot lie flat now, because China lacks medical resources and cannot cope with tens of thousands or even hundreds of thousands of infected patients every day, there are not enough beds, doctors, and ventilators. Therefore, it is wise for China to implement a dynamic zero policy. According to the information obtained by the WHO, the new coronavirus mutations every three or four months, and has now mutated to the seventh-generation BA2.7. It is expected that the mutation will be three generations. By BA3.0, the toxicity will be equal to or lower than the flu, and you can lie down. That is to say, by June 2023, China can also deal with the new coronavirus like the flu virus.
