••Hawkward Perspective•Deep Hard Core•Zhixiang Finance••
It is not that the epidemic has ended, but that the epidemic prevention and control measures have been optimized! This is the key logical basis for judging whether the recent A-share "bull sector" - the pharmaceutical track market ends.
Some people predicted that the pharmaceutical track has been implemented with the implementation of the "new 10 items" of epidemic prevention and control, and the market is about to end! is too subjective and arbitrary, and there are many financial experts on the market's logic and positioning of the concept of pharmaceutical sector, especially the new crown drugs and antigen detection. Today I will carefully and systematically sort out:
First of all, investors who prefer the pharmaceutical industry need to deeply understand its market trend deductive logic . Otherwise, the timing of advance and retreat will not be easy to grasp, and will fall into the news and emotional speculation and lead to the risk of catching up and selling down investment . The recent hype logic of
is actually closely related to the actual consumption needs of daily life. Since the optimization of epidemic prevention and control, the demand for food and disease prevention based on households has been stimulated. Therefore, many people believed that medicine and related concepts have reached their peak in the early stage, but the market has repeatedly hyped up according to the news. There are countless hitting the daily limit on every day, and the market does not seem to have stopped there.
Take Yiling Pharmaceutical for example. Many people got off the bus early in the middle. There were rumors in the market that Lianhua Qingwen was out of stock, and someone later entered the market to chase the high. As soon as the price fell, washed the market , these funds immediately got out of the car, and the next day, the K-line turned positive and negative, hit a new high.
Secondly, the epidemic will not disappear immediately; instead, it coexists for a long time in life, and related demands are still increasing.
At least throughout the winter of 2022, the logic of medicine and related novel coronavirus drug concepts will be repeatedly hyped, especially the relaxed antigenic reagents, which many units and families need. As long as the epidemic is present, they will be a long-term need of society.
Therefore, it is impossible to carve a boat and seek a sword or a tree. We must start from the perspective of daily needs and select the strongest logical stocks from the sector holding and repeatedly selling high and buying low.
pharmaceutical sector related concept stock is just a "bright card" now, and the capital game is even more intense, but it is still too early to say that the market is about to end.
Although there is obvious differentiation within the sector, some core stocks still maintain their strong characteristics, and continue to wash the market and set new highs.
. For related varieties, investors only need to go out to the street and take a look. They can see a long queue in front of the community clinic. The corresponding antigenic reagents for colds, fevers and coughs are temporarily in short supply.
China has a large population base, and even masks have been in consumption demand for several consecutive years. Zhang Wenhong believes that Shanghai will reach the peak of social infection within 3 or 4 weeks, and will gradually emerge from this wave of epidemic in 3 months.
. These sectors and concepts, the author believes that the sharp drop in the number of infections will only ease as the summer begins in 2023.
At the same time, only if the new vaccine appears, the epidemic will be fully turned or turning points; the relevant concept stock market will truly face the risk of ending. Otherwise, any fluctuations during this period can only be considered an intermittent capital investment game at most.
Finally, it is to distinguish the corresponding social needs, distinguish the corresponding listed companies, and make corresponding investment decisions.
The market has the strongest logic for demand for medicine, and it is naturally the concept of new crown drugs and antigenic reagents in the pharmaceutical track in the near future. Specifically, it is the common fever-relieving and cough-relieving drugs for homes and the needs of testing supplies.
① Antipyretic drugs are a basic need for common medicines in the family. At present, there are only three common medicines for fever among patients with mild symptoms: paracetamol , ibuprofen and aspirin .
pairs of joint prevention and control released home treatment guidelines and references for common medications for people infected with the new coronavirus, and ibuprofen was included as a drug for fever symptoms.
ibuprofen leader is Xinhua Pharmaceutical , Fengyuan Pharmaceutical , Lianhua Qingwen is Yiling Pharmaceutical .Its listed companies include: Dori Pharmaceutical (ibuprofen suspension has been approved), Rundu Co., Ltd., Hengdi Pharmaceutical, and Jinshi Asia Pharmaceutical .
Many pharmacies cannot buy Lianhua Qingwen and ibuprofen in recent days. They have to queue up and buy online at community hospital , especially it is not easy to buy testing supplies.
②New coronary antigen detection. The National Health Commission recently stated that it will give policy to the elderly over 60 years old to issue antigen free twice a week. There are 270 million elderly people over 60 years old in my country, and the antigen detection reagent market will usher in huge demand.
listed companies in the antigen detection sector, include Lepu Medical , Zhijiang Bio , Tianrui Instrument , Dawei Co., Ltd., Innotte , Huashengchang, Oriental Bio , Yichang Technology, Mingde Bio , Jiuan Medical once made a monster because of orders in the United States, making a huge profit of more than 14 billion yuan in one quarter.
Currently, the valuation of antigen detection concept stocks is generally at a low level, with more than 60% of individual stocks having the latest rolling price-to-earnings ratios of less than 20 times, Jiuan Medical, Mingde Biology, and Rejing Biology the lowest.
③Offline and e-commerce online shopping. Pharmaceutical demand has also brought popularity to online shopping and e-commerce logistics. The pharmaceutical e-commerce concept stock in A-shares is Yaoyigou ; offline sales mainly look at China Pharmaceutical and some related pharmaceutical chain listed companies. The Internet "Three Musketeers of Pharmacy" are Ali Health , JD Health , and Ping An Good Doctor . The popularity of the
pharmaceutical track remains strong, which mainly relies on more than 200 million retail investors in the market. They are still the most active force in the pharmaceutical sector; they are exposed to the people around them every day and will also respond to the speculation of relevant stocks in the market as soon as possible.
knows the microscope. When the pharmaceutical stocks have completely "reduced their fever" and the national epidemic should start to show a turning point.
It should be noted in advance that some stocks that have risen several times and obviously turned around, especially institutions, have all been eliminated. In the later stage, it is mainly hot money is speculating on relays; for these stocks that have turned around, investors need to avoid risks in advance and timely.
no longer detects nucleic acid, which has a great impact on the nucleic acid detection in the pharmaceutical sector, and investors need to avoid it.
These days, no matter at home or at work, you can hear the news that someone is "infected" and has a high fever. But now the main cause is to take medicine at home to heal yourself.
Actually, you need to visit customers and leaders at work, and it is easy to be rejected recently; Hawkeye has experienced it deeply in recent times. The main reason is that some units still insist on negative nucleic acid certificates for 24-hour and 72-hour, and the "local policy" standards of various places and units are not completely unified. This is still a headache for them in work and life.
Some people say that the biggest lie of this year is: The new crown is a big cold! Those who get caught in will naturally experience it. Some people also say: It has been three years, and no one has made any money, and I hope they will not pay the IQ tax. Some people online say that they spent 120 yuan to buy a box of Lianhua Qingwen. Is this worth it?
Don’t rush to buy or stock up on too many antipyretic drugs; hospitals and clinics are not short of medicines, and there is no need to waste medical resources. Investors who like the pharmaceutical sector are welcome to leave a message in the comment area to introduce the local related drug purchase epidemic infection. Everyone can communicate with each other and learn from it when investing.
Its listed companies include: Dori Pharmaceutical (ibuprofen suspension has been approved), Rundu Co., Ltd., Hengdi Pharmaceutical, and Jinshi Asia Pharmaceutical .Many pharmacies cannot buy Lianhua Qingwen and ibuprofen in recent days. They have to queue up and buy online at community hospital , especially it is not easy to buy testing supplies.
②New coronary antigen detection. The National Health Commission recently stated that it will give policy to the elderly over 60 years old to issue antigen free twice a week. There are 270 million elderly people over 60 years old in my country, and the antigen detection reagent market will usher in huge demand.
listed companies in the antigen detection sector, include Lepu Medical , Zhijiang Bio , Tianrui Instrument , Dawei Co., Ltd., Innotte , Huashengchang, Oriental Bio , Yichang Technology, Mingde Bio , Jiuan Medical once made a monster because of orders in the United States, making a huge profit of more than 14 billion yuan in one quarter.
Currently, the valuation of antigen detection concept stocks is generally at a low level, with more than 60% of individual stocks having the latest rolling price-to-earnings ratios of less than 20 times, Jiuan Medical, Mingde Biology, and Rejing Biology the lowest.
③Offline and e-commerce online shopping. Pharmaceutical demand has also brought popularity to online shopping and e-commerce logistics. The pharmaceutical e-commerce concept stock in A-shares is Yaoyigou ; offline sales mainly look at China Pharmaceutical and some related pharmaceutical chain listed companies. The Internet "Three Musketeers of Pharmacy" are Ali Health , JD Health , and Ping An Good Doctor . The popularity of the
pharmaceutical track remains strong, which mainly relies on more than 200 million retail investors in the market. They are still the most active force in the pharmaceutical sector; they are exposed to the people around them every day and will also respond to the speculation of relevant stocks in the market as soon as possible.
knows the microscope. When the pharmaceutical stocks have completely "reduced their fever" and the national epidemic should start to show a turning point.
It should be noted in advance that some stocks that have risen several times and obviously turned around, especially institutions, have all been eliminated. In the later stage, it is mainly hot money is speculating on relays; for these stocks that have turned around, investors need to avoid risks in advance and timely.
no longer detects nucleic acid, which has a great impact on the nucleic acid detection in the pharmaceutical sector, and investors need to avoid it.
These days, no matter at home or at work, you can hear the news that someone is "infected" and has a high fever. But now the main cause is to take medicine at home to heal yourself.
Actually, you need to visit customers and leaders at work, and it is easy to be rejected recently; Hawkeye has experienced it deeply in recent times. The main reason is that some units still insist on negative nucleic acid certificates for 24-hour and 72-hour, and the "local policy" standards of various places and units are not completely unified. This is still a headache for them in work and life.
Some people say that the biggest lie of this year is: The new crown is a big cold! Those who get caught in will naturally experience it. Some people also say: It has been three years, and no one has made any money, and I hope they will not pay the IQ tax. Some people online say that they spent 120 yuan to buy a box of Lianhua Qingwen. Is this worth it?
Don’t rush to buy or stock up on too many antipyretic drugs; hospitals and clinics are not short of medicines, and there is no need to waste medical resources. Investors who like the pharmaceutical sector are welcome to leave a message in the comment area to introduce the local related drug purchase epidemic infection. Everyone can communicate with each other and learn from it when investing.
