Yesterday (December 6), Changjiang Cloud survey focused on the soaring price of drugs such as Lianhua Qingwen on some platforms (for details, please click: "Yangjiang Cloud Survey | The original price rose to 110 yuan. Why did Lianhua Qingwen take off in place?" ). At the joint prevention and control mechanism of the State Council on December 7, a relevant person in charge of the National Health Commission said that all kinds of drugs are currently sufficient, and there is no need to hoard or rush to buy drugs.
Changjiang Cloud Investigation reporter found that under the intensive adjustment of prevention and control policies in various places, many pharmaceutical listed companies, including Yiling Pharmaceutical and Xinhua Pharmaceutical , have received high market attention. Although many companies said that supply is stable and production is expanding simultaneously, analysts believe that the current "drug hoarding trend" has evolved into a "hot spot" that some pharmaceutical companies are rushing to seize.
Lianhua Qingwen leads the rise. The share price of pharmaceutical companies doubled
As the producer of Lianhua Qingwen, Yiling Pharmaceutical publicly responded to the issue of price increase in other drugs on the 6th, saying that the supply price of Lianhua Qingwen has remained stable recently. At present, the company is taking various measures to expand production and make every effort to ensure market supply. If consumers find that some terminals have price increases, please report it to the relevant local departments in a timely manner.
As one of the pharmaceutical manufacturers with very high attention at present, Yiling Pharmaceutical has also attracted widespread attention from investors. Stimulated by various "good" information, Yiling Pharmaceutical's stock price reached 49.12 yuan at the close of December 7, up 10% from the previous day, and reached multiple platforms in one fell swoop. The day's hot search stock first. According to statistics, from the end of September to the present, Yiling Pharmaceutical's stock price has increased by nearly 150%.
The day before, Yiling Pharmaceutical's transaction volume in A shares exceeded 10 billion yuan, refreshing the historical volume. It also received an increase in html holdings of 2.9354 million shares by Shenzhen Stock Connect, and has been increased by Shenzhen Stock Connect for three consecutive days, totaling 1.7506 million shares, with the latest holdings of 37.3975 million shares, accounting for 2.24% of the company's total A-share capital.
According to reports, Shenzhen Stock Connect refers to the securities trading service company established by investors instructing Hong Kong brokers in Shenzhen to declare (trading orders) to Shenzhen Stock Exchange , and buy and sell stocks listed on the Shenzhen Stock Exchange within the scope specified by the Shenzhen-Hong Kong Stock Connect.
Industry insiders explained that Shenzhen Stock Connect's increase in holdings of stocks means that Hong Kong investors are more optimistic about A-share market and buy A-share stocks in large quantities, which will to a certain extent double the investment confidence of A-share investors, thus benefiting the rise of the A-share market. However, some analysts believe that the company's current transaction volume has reached a new high, but the transaction volume is less than the November 16th value. At the technical trading level, it means that the company's high stock price has not been widely recognized by market investors.
Under the "stopping trend", pharmaceutical companies are "hot"
In addition to the highly-watched Yiling Pharmaceutical, on December 7, pharmaceutical stocks rose across the board, and the stock prices of many listed companies with anti-virus concepts hit the daily limit . Under the "drug hoarding trend", cold anti-inflammatory drugs have been sold well, and many listed companies have also responded, all saying that the overall supply of drugs is sufficient.
Private pharmaceutical distribution enterprise Jiuzhoutong htmlResponded on November 5 that the company's 14 key anti-viral varieties in the epidemic prevention and anti-sensitivity varieties in November sold a total of approximately 1.29 billion yuan, with increasing by to 387% year-on-year. As of November 30, 2022, according to preliminary statistics, the company's 83 key varieties of epidemic prevention and anti-sensitivity products had a total tax-inclusive sales of approximately 14.83 billion yuan, a year-on-year increase of 45.9%; of which the monthly tax-inclusive sales in November were approximately 2.66 billion yuan, a year-on-year increase of 83.8%.
According to the data released by Jiuzhoutong, the sales of Lianhua Qingwen Capsules (granules), oseltamivir phosphate (Kewei) granules, Gancoling Ling Granules, Huoxiang Zhengqi Capsules (pills, water, oral liquid), Kyoto Nianci Poria Milian Chuanbei Loquat Paste and other varieties have grown rapidly. Lianhua Qingwen alone alone reached about 700 million yuan in a single month, with a rapid growth.
Xinhua Pharmaceutical expects that the orders for antipyretic and analgesic drugs next year are expected to be better than this year. With the changes in epidemic control policies, the country's gradual return to the listing of the four types of drugs, and the increased purchasing power of consumers will bring better expectations to the company. At present, many of the company's production lines are in full capacity, and if necessary, the company will also consider moderate expansion of production.
China Resources Sanjiu stated that since October, the number of orders in cold-related categories has been large, and it has also been observed that some people have appropriate reserve demand. At present, the company has abundant orders, and the order volume of cold-related products such as cough relieving and antiviral oral liquid is relatively good. In addition, after the optimization of epidemic prevention and control, the overall purchase of related products is relatively convenient. Due to the high incidence of colds in autumn and winter and the demand for reserved medicines, consumer behavior has indeed changed, which is reflected in the increase in one-time purchase volume, and the average customer price has increased significantly compared with the previous one.
Analysts believe that the public's panic and hoarding of drugs has driven a rapid rise in drug prices. The irrational demand for purchasing drugs has encouraged some short-term speculation behaviors of hot money . The current market's fundamental cannot continue to support pharmaceutical companies in expanding their production capacity. Pharmaceutical companies need to keep a calm judgment and not send wrong signals to the public and capital.
At present, the official level has paid attention to the phenomenon of hoarding drugs and intervened. It is expected that the market will soon return to calm. Relevant companies should also guide the public to purchase and use medicine rationally.
"New Ten Measures" measures have been put forward to ensure the need for purchasing drugs
After the policy adjustments to citizens' concerns, it may lead to tight medical resources. Some media have also learned about the operation of hospitals in some areas. According to Health Times , the policy adjustments in many districts in Guangzhou have been made to lift the temporary control area for epidemic prevention in a week, the number of outpatient visits in many local hospitals has increased slightly, but overall it is stable. Some local doctors said that from the current perspective, the adjustment of epidemic prevention policies has no direct impact on the number of hospital visits and the emergence of medical runs.
Relevant persons said that this shows that the overall operation of the medical system is currently in order, and the public does not need to worry about the problem of "not looking for the disease". In terms of drug protection needs, according to the optimization and implementation of the "New Ten Measures" for epidemic prevention and control announced today (December 7), it also clearly puts forward to ensure the basic drug purchase needs of the people. Pharmacies in various places are required to operate normally and not to be closed at will. The public shall not be restricted from purchasing over-the-counter drugs such as over-the-counter drugs such as , such as fever-relieving, cough-relieving, anti-viral, and cold-treating.
Authoritative voice: There is no need to hoard and rush to buy drugs
At a press conference held by the National Joint Prevention and Control Mechanism today (December 7), Guo Yanhong, Director of the Medical Emergency Department of the National Health Commission, said that relevant drugs are indispensable in the treatment process of new crown . The National Health Commission has required medical institutions at or above the county level to strengthen certain preparations for these symptomatic treatment drugs and antiviral drugs, including traditional Chinese medicine, Western medicine and other drugs, including antigenic reagents. At the same time, grassroots medical institutions, because through grading and classified treatment, many infected people will also choose home treatment methods, and require grassroots medical institutions, drug retail outlets, etc. to make corresponding preparations to ensure the accessibility of drugs for the people.
"There is no need to hoard or rush to buy drugs. It should be said that these drugs are sufficient, whether in the drug sales outlets or in medical institutions." Guo Yanhong said.
Recommendations for residents to stockpile drugs at home, Tang Xiaoping, Party Secretary of Guangzhou Medical University, previously stated that the proportion of the new coronavirus strains in the past caused pneumonia was more than 50%, but now most of the people infected with Omickron are asymptomatic and mild, and the symptoms are mainly respiratory infection. During this round of epidemic, infected people in the temporary cabin drink more water and rest well, and they will be able to leave the cabin soon. The use of medicine is only a symptom support, including antipyretic, analgesic, and some Chinese medicines. If citizens want to stock up on medications at home, prepare them according to medications that relieve common cold symptoms.
Welcome report:
If there is a price increase for drugs, call me to investigate
At present, market supervision departments including Zhejiang, Guangdong and other places have issued messages that while reminding citizens that there is no need to hoard drugs blindly, they also clearly crack down on illegal acts such as hoarding and price gouging.
Yangtze Cloud Investigation reporters will continue to pay attention to this topic. If any citizen finds clues about drug prices, they can also report to the Yangtze Cloud Headline Report Hotline (027-87122222). Yangtze Cloud Headline will investigate and deal with relevant departments.
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