There have been two changes regarding the epidemic. One is that epidemic-related stocks have collectively fallen sharply, and the other is that anti-epidemic drugs such as ibuprofen have begun to be purchased online. This illustrates two problems. One is that the supply of anti-e

Two changes have taken place regarding the epidemic. One is that the epidemic-related stocks have collectively fallen sharply. The other is that ibuprofen and other anti-epidemic drugs have begun to be purchased online. This illustrates two problems. One is that the supply of anti-epidemic materials has greatly increased, and the situation of shortage of supply has significantly improved; the other is that China is rapidly passing the peak, faster than imagined. Major cities have reached the peak, and counties are also embarking on this process.

1, ibuprofen is available

Since December, especially after the release of the new 10 items on December 7, various epidemic prevention materials have been in short supply, such as N95 masks, Lianhua Qingwen , ibuprofen, acetaminophen and antigen detection kits. These five epidemic prevention supplies are the most core and the first to be snapped up. Soon it was hard to find a box, and many pharmacies posted out-of-stock notices.

Judging from the author's personal experience, these anti-epidemic materials were already prepared before the official release, but after all, I still have family members. My parents and brothers do not live in the same city as me. After I was ready, I started preparing for them, but it was a few days late, but in these few days, I felt what is called "shortage."

The ibuprofen I bought for my brothers and sisters on December 9 was shipped quickly, within 3 days, but the acetaminophen I bought for my parents back home has not been shipped. The logistics showed that it was JD Express . The merchant had also completed picking the goods and had a courier number, but there was no courier to pick up the package. Did the merchant not ask JD Express to pick up the package, or did it, but JD Express was too busy?

On the 18th, there was still no delivery, so I finally canceled. My parents in my hometown couldn’t buy the medicine locally, so on the 15th, I took out two boxes of acetaminophen and Lotus Qingqing from home and sent them via postal express . It was sent back and arrived in our city in the early morning of the 17th, but the logistics information stopped and was no longer updated. I called the customer service center many times to urge it, and the logistics information was not updated until yesterday. It has arrived in our county today and has started delivery. It was shipped from the 15th to today's delivery on the 28th, which is a full 13 days.

While the postal express delivery was stopped, I was also thinking of ways online. On the 26th, I saw ibuprofen being sold on JD.com, so I decisively placed an order. The logistics was still provided by JD.com. At noon today, ibuprofen was delivered to my mother. This time, it only took two days. The place of origin of the drug was Wuhan, Hubei, and my hometown is in the southwestern Hunan region of Hunan.

In the past two days, I have obviously felt that the express delivery has been faster, and the previously stagnant products have begun to move. Moreover, Ibuprofen and acetaminophen can be found on JD.com. They are basically available in stock, but the price is still relatively high, but the situation has been greatly improved compared to the previous situation where there was no stock.

I have observed that the price of N95 masks has also been reduced. Now I can easily find N95 masks online for 2 yuan each. Although most of them are still 35 yuan/piece, some merchants have begun to significantly reduce their prices, and the prices are gradually returning to the pre-relaxation levels.

Antigen detection kits have also been reduced in price. More than a week ago, I searched on JD.com and they all cost more than ten yuan each, and they were pre-ordered and not available in stock. But now, on the one hand, the prices have been reduced to less than 10 yuan, and even if they are in stock, I believe the price will drop again soon.

There is also Lianhua Qingwen. Now the last search on Jingdong is that it is in stock, and the price has also dropped significantly. Taking Lianhua Qingwen capsule as an example, 5 boxes of 0.35g*24 capsules cost 74 yuan. Of course, there are also 3 boxes of the same specifications selling for 78 yuan. Generally speaking, there are many merchants selling Lianhua Qingwen online.

Therefore, I can basically make a judgment, that is, the supply of epidemic prevention materials has been significantly enhanced, and the shortage of materials has been significantly alleviated. As long as someone at home can access the Internet, medicines can basically be purchased now. For some remote rural areas, some people may not know how to shop online. Local grassroots organizations can assist. As long as they can be purchased online, it means that the overall supply nationwide is not a problem, so everyone does not need to worry too much.

2, epidemic-related stocks fell collectively

After the relaxation, the epidemic concept stocks rose a lot. There are a bunch of companies behind every kind of epidemic prevention materials, such as Yiling Pharmaceuticals represents Lianhua Qingwen, Stock price Since the end of September, the stock price has risen from a low of 19 yuan/share to a maximum of 54 yuan/share, which is an increase of nearly 2 times. However, the stock price has now fallen to 31 yuan/share, a drop of 3% from the highest point. This drop is not small.

Xinhua Pharmaceutical represents ibuprofen and Azivudine . It is the largest ibuprofen manufacturer in China, with an annual production capacity of up to 8,000 tons. The second-ranked Hengdi Pharmaceutical only has an production capacity of 3,500 tons. Xinhua Pharmaceutical has also obtained the production and distribution rights for China's first new crown treatment drug, Azivudine. With the blessing of these two trump cards, the stock price has risen from 21 yuan to 49 yuan. The stock price has more than doubled, but now it has dropped to 32 yuan. The stock price has dropped 5% from the high point. This drop is not small!

Let’s look at Hendy Pharmaceuticals, the second largest manufacturer of ibuprofen. The stock price has risen from 17 yuan to 56 yuan. The stock price has more than doubled. Now the stock price has dropped to 38 yuan, a 32% drop from the highest point .

Let’s look at China Pharmaceuticals . China Pharmaceuticals has obtained the distribution and agency rights for Pfizer’s new coronavirus treatment drugs in China. The stock price has risen by 3 daily limits, and has now fallen by 2 daily limits.

Let’s look at antigen testing again. Yingke Medical ’s stock price fell from 28 yuan to 22 yuan today, a drop of 22%, and Jiu’an Medical fell from 68 yuan to 54 yuan, a drop of 20%. The entire antigen testing sector fell 18%.

Let’s look at the mask sector again. The entire sector fell by 10%. In terms of individual stocks, Robust Medical fell by 18%, TEDA shares fell by 20%, and Kingfa Technology fell by 12%.

It can be said that the entire epidemic-related stocks have fallen sharply. In the past week to two weeks, the stock price decline started from 10%, and the larger decline was almost halved.

What does this mean? The stock price always reacts in advance, and starts to rise before everyone knows about the shortage. When everyone knows, it finally rises again, and then peaks and falls. Now, various epidemic-related materials have begun to significantly reduce prices, and the out-of-stock situation has disappeared, and online sales are back. This shows that everything is gradually returning to normal, so the stock price will naturally fall back. After all, this demand is not sustainable, and is more of a short-term demand.

This wave of epidemic has indeed exceeded many people’s expectations, especially in terms of the speed of infection. A city with a population of tens of millions can reach the peak of infection in three weeks. This speed should be beyond the expectation of most people. Most cities will reach their peak before the Spring Festival. The good news is that the supply of supplies has been significantly enhanced, and the shortage of supplies has been significantly alleviated. If you don’t have medicines yet, hurry up and buy them online. They are basically available now.

Life has to go on, there is no turning back when you shoot, life looks forward, this is life!