On October 14, the three major indexes of A shares rose across the board. As of the close, Shanghai Composite Index rose 1.84%, the Shenzhen Component Index rose 2.81%, and the ChiNext Index rose 3.55%. On the market, all sectors generally rose, and stock set off a wave of daily limit. Among them, medical devices, medical services, CRO concept, photovoltaic and other sectors ranked first in the increase, while breeding, pork and other sectors fell.
Tonghuashun data shows that the transaction volume of in the two markets reached 860.8 billion yuan today, and the net inflow of northbound funds was 7.472 billion yuan. More than 4,500 stocks in the two markets were in full swing, and nearly 110 stocks hit the daily limit. Overall, market sentiment has rebounded significantly, individual stocks have shown a general upward trend, and the money-making effect is strong.
Medical and pharmaceutical concepts have the largest increase. Securities companies: The performance of the pharmaceutical industry is expected to accelerate growth in the third quarter
There is no doubt that the medical and pharmaceutical related concept sectors are the biggest highlights in the market today.
Among them, the medical device sector led the rise strongly throughout the day, with 20CM hitting the daily limit by Dirui Medical, Xinmai Medical , Kaili Medical, New Industry, Pumen Technology, Nanwei Medical , Huitai Medical, Mike Biologic , etc., Antu Biologic , Shangrong Medical, Dabo Medical , Gongdong Medical, etc. hitting the daily limit.
CRO concept sector rose strongly, with WuXi AppTec , Baihua Pharmaceutical, Kailaiying hitting the daily limit, Kanglong Huacheng, Tiger Pharmaceutical , Baicheng Pharmaceutical, Heyuan Bio, and Broadcom shares rising by more than 10%, Zhaoyan Pharmaceutical, Haoyuan Pharmaceutical, Yaoshi Technology , etc. following the rise.
news, on the evening of October 13, the draft for soliciting opinions for the liver function biochemical reagent procurement plan of 22 provinces and regions led by Jiangxi was released. Founder Securities believes that judging from the solicitation of opinions on this biochemical procurement, the domestic IVD procurement price reduction is relatively mild, the rules are more reasonable, both fair and competitive, and the expected procurement factors that suppress the valuation of the IVD sector have weakened. In IVD centralized procurement, the cost-effectiveness advantages of domestic products are further highlighted. The leading domestic companies will continue to increase their market share and accelerate domestic substitution by relying on their high-quality products' provisioning capabilities and strong operational service capabilities. More than
html, medical and pharmaceutical concept leaders, also recently released their third-quarter performance forecasts, with impressive performance. On the evening of October 11, the leading medical device Mindray Medical is expected to achieve operating income of approximately RMB 7.9 billion in the third quarter, with increasing by approximately 20% year-on-year, and net profit attributable to shareholders of listed companies is approximately RMB 2.8 billion, a year-on-year increase of approximately 20%. Mindray Medical said that it is confident that it will achieve its full-year performance target for 2022 due to relevant policies on purchasing medical equipment through interest subsidized loans.0 million Tai Bio also produced and sold both well in the first three quarters. The company announced that its net profit in the first three quarters is expected to be 3.75 billion yuan to 3.95 billion yuan, an increase of 216% to 232% year-on-year. During the reporting period, Wantai Bio's bivalent cervical cancer vaccine continued to maintain both production and sales, and the revenue of new crown raw materials and new crown detection reagents and profit achieved rapid growth.
Ping An Securities believes that the recent policy risks in the pharmaceutical sector have been released in a concentrated manner, and the national epidemic situation is also well controlled. With the control of the epidemic, the performance of the pharmaceutical industry is expected to achieve accelerated growth in the third quarter. In the medium and long term, pay attention to the sector with the fundamentals of and upward in the post-epidemic period. It is recommended to pay attention to: medical services, pharmaceutical business, innovation industry chain, CXO and other sub-sectors.
Some investors believe that "the medical and pharmaceutical sector has fallen sharply before, and the valuations of many individual stocks have returned to a very low position. At this point in time, the medical and pharmaceutical sector may usher in a valuation recovery." The
photovoltaic sector set off a wave of daily limit in the afternoon, and it was reported that the United States suspended the "double anti-double" tariff on imported solar modules
new energy and photovoltaic sectors also set off a wave of daily limit. Among them, Longi Green Energy, Jinjing Technology once hit the daily limit, and many stocks such as Huangshi Group , Deli Co., Ltd. , Yihua Co., Ltd. Jiantou Energy , Aixu Co., Ltd. (Xinhua) $1000 shares rose, while jingao Technology, Tongwei Co., Ltd. , Jiejia Weichuang, Baoxin Technology, Oriental Risheng , Jinke Energy , Fulette, TCL Zhonghuan, Foster, etc. followed suit.
14, Longi Green Energy, the leader in photovoltaic silicon wafers and modules, once hit the daily limit during the session, and as of the closing, it rose by more than 8%.On the evening of October 13, Longi Green Energy disclosed its main operating data for the first three quarters of this year. According to preliminary estimates, from January to September 2022, the company expects to achieve operating income of between 86.4 billion yuan and 87.4 billion yuan, a year-on-year increase of 54%-56%; it is expected to achieve net profit attributable to shareholders of listed companies of between 10.6 billion yuan and 11.2 billion yuan, a year-on-year increase of 40%-48%.
Longi Green Energy stated in the announcement that in the first three quarters, benefiting from the growth of downstream demand, on the premise of ensuring order delivery and quality, the company actively seized market opportunities and adopted flexible business strategies to deal with market changes. During the reporting period, the company's silicon wafer and components sold more than 1 year-on-year, and investment income and exchange income increased significantly, achieving significant growth in operating performance.
In addition to Longi Green Energy, the third-quarter performance of many photovoltaic leaders such as Tongwei Co., Ltd. and TCL Zhonghuan are also expected to be positive.
Among them, the announcement of expected increase in performance disclosed by Tongwei Co., Ltd. shows that in the first three quarters of this year, the company expects to achieve net profit attributable to shareholders of listed companies of 21.4 billion yuan to 21.8 billion yuan, a year-on-year increase of 259.98% to 266.71%; TCL Central expects to achieve net profit attributable to shareholders of listed companies of 4.93 billion yuan to 5.07 billion yuan, a year-on-year increase of 78.53% to 83.6%. On the news front, the United States has stopped imposing "double anti-double" tariffs on imported solar modules, and the anti-subsidy tax process for imported batteries and modules has been implemented for two years. According to the announcement, US President Biden temporarily exempts all anti-dumping or anti-subsidy duties imposed on solar cells and components used in made in China, Malaysia , Malaysia , Thailand or Vietnam.
Some analysts believe that after a round of adjustments, the current valuation of the photovoltaic sector has been in a suitable position, and the cost-effectiveness of the configuration is highlighted. In the context of carbon neutrality, the energy revolution is the general trend, and the high prosperity of the photovoltaic industry is expected to continue.
8% of companies' third-quarter reports are expected to be positive. Securities companies: We should pay attention to the high-quality leader with strong performance certainty
After the National Day, the first batch of third-quarter reports of A-shares were released one after another. According to statistics from Databao, as of October 13, 199 listed companies have forecast third-quarter results. Among them, the number of companies with positive performance expectations (expected increase, slightly increase, continued profit, and turn losses into profits), with a total of 170 companies, accounting for 85.43%. From the perspective of Shenwan industry, most of the companies that expect the electronics, power equipment and basic chemical industries have expected the favor, with more than 20 companies, and 16 companies in the pharmaceutical and biological industry are on the list.
Among them, Defang Nano, the leader in lithium iron phosphate, predicts that its performance in the first three quarters will increase by 616.86%-657.83% to 1.75 billion yuan-1.85 billion yuan. The company said that the new energy vehicle market and energy storage market maintained a high growth trend, and the company's product production and sales volume increased significantly year-on-year.
China Mining Resources expects net profit of 2 billion yuan to 2.1 billion yuan in the first three quarters, a year-on-year increase of 561.57% to 594.65%. During the reporting period, the demand for new energy and new materials markets increased significantly. The main products, , lithium salt and cesium salt businesses were well produced and operated. The raw material end of the lithium salt production line has gradually used lithium concentrate supplied by its own mines.
lithium battery leader CATL third-quarter performance also exceeded expectations. CATL announced that it is expected that the net profit attributable to shareholders will reach 16.5 billion yuan to 18 billion yuan in the first three quarters of 2022, an increase of 112.87% to 132.22% year-on-year; among which, the net profit in the third quarter is expected to be 8.8 billion yuan to 9.8 billion yuan, an increase of 169.33% to 199.94% year-on-year.
Shanxi Securities said that the third-quarter report concentrated disclosure period will soon be held in late October. In the current market environment, we should pay attention to high-quality leading stocks with certain risk resistance and strong performance certainty.
Zheshang Securities believes that looking forward to the future, combined with the characteristics of the bottoming stage, new growth of small and medium-sized market value remains the core main line. According to the disclosure rules, the third quarter report forecast disclosure deadline is October 15, while the third quarter report disclosure ends on October 31. As the third quarter report kicks off, it will provide more clues for the market to explore new growth.
edited and written by: Nanduwan Finance Society reporter Qiu Moshan
