17 morning session, A-share market full line pulls back to .
As of the morning closing, Shanghai Composite Index fell 1% and fell below 3100 points, the ChiNext Index fell 2.03%, and more than 3100 stocks in the two markets fell. The pharmaceutical sector rose against the market. Zhongsheng Pharmaceutical , Shenqi Pharmaceutical, Kangyuan Pharmaceutical , Jinhua Shares , Lingkang Pharmaceutical and other stocks hit the daily limit. Among them, Shenqi Pharmaceutical still hit the daily limit and achieved 6 consecutive boards after prompting many risks last night.
, and new energy vehicle , photovoltaic and other sectors continue to adjust, and cyclical sectors such as coal and non-ferrous metal also fell significantly.
A few days ago, data from the Gaogong Industrial Research Institute suggested that the production capacity of lithium battery materials, , will be over, and A shares, lithium batteries, sodium batteries, , and automobile integration will all fall sharply.
New crown medicines have risen madly, Shenqi Pharmaceutical has been on the board for 6 consecutive times, and Zhongsheng Pharmaceutical has reversed the daily limit!
17, the new crown medicines rose madly.
Zhongsheng Pharmaceutical yesterday hit the limit , and today there was a reverse packet. After opened , it fell briefly and hit the limit steadily. Since October, Zhongsheng Pharmaceutical's has increased by more than 200%.
news, on November 16, Zhongsheng Pharmaceutical, a listed pharmaceutical company on Dongguan , said in an interactive platform that based on existing clinical research results, Zhongsheng Ruichuang conducted a RAY1216 tablets Phase III clinical study of 216 tablets, and reached an agreement on the design of the core key elements of the plan. The Phase III clinical research plan for RAY1216 tablets has been submitted to the Medical Ethics Committee of the First Affiliated Hospital of Guangzhou Medical University for review and approval.
Previously, Zhongsheng Pharmaceutical issued an announcement stating that the first phase 3 clinical study of RAY1216 tablets developed by the company's controlling subsidiary Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd. has completed the first enrollment of the subject. RAY1216 tablets are intended for the treatment of patients with new coronavirus infection. They are the same technical route for the 3CL protease inhibitor, as Paxlovid, a new coronavirus oral drug that has been launched on , Pfizer, and Paxlovid, which has been launched on the market.
Shenqi Pharmaceutical hit the daily limit again on the 17th. Because its grandson company produces the "Shenqi" brand Reyanning Granules, the stock has hit the daily limit for 6 consecutive days.
Shenqi Pharmaceutical issued an abnormal movement announcement last night, and the company paid attention to reports related to Reyanning Hydrogen. After verification, neither the company nor its subordinate enterprises obtained the drug production approval number. In addition, the company disclosed its main operating risks, including the risk of cost control and price reduction policies, the risk of force majeure in the epidemic, and the risk of rising raw material costs. At the same time, the company stated that the company's turnover rate recently was significantly higher than the previous level, and the static and rolling price-to-earnings ratios were significantly higher than the average valuation level of the same industry.
In addition, today, another Chinese patent medicine used to treat the new crown has been discovered. Kangyuan Pharmaceutical also quickly hit the daily limit in the early trading on the 17th.
On November 15, an investor asked Kangyuan Pharmaceutical whether the company's new drug Dispersing Hanhuahumid Granules have been launched on the market? What is the current sales situation?
In response to this, Kangyuan Pharmaceutical stated on the investor interaction platform on November 17 that Fanhanhuashi Granules were developed based on the "cold and damp epidemic prescription" in the sixth to ninth editions of the "Diagnosis and Treatment Plan for the New Coronavirus Pneumonia" and were developed according to the registration requirements of "Other Chinese Medicine Compound Prescriptions from Ancient Classification and Application Material Requirements". The approval of Fanhanhuashi Granules to be launched provides another treatment option for the treatment of epidemics, enriching the clinical use of drugs in the field of treatment of this disease, and further enriching the variety echelon of the company's viral infectious disease product line, helping to enhance the market competitiveness of the company's products. Fanhanhuashi granules have been included in the "Shenzhen Uygur Autonomous Region 2022 Autumn and Winter New Coronavirus Pneumonia Traditional Chinese Medicine Prevention and Treatment Plan" and the "Hebei Province New Coronavirus Pneumonia Traditional Chinese Medicine Prevention and Treatment Plan (Trial Sixth Edition)".
For the purpose of dispersing cold and damp particles, the company is stepping up the production of in to ensure that it meets market demand.
Not only that, the new crown medicines were sold out, and even pharmacy stocks rose sharply.
game stocks exploded
game stocks today's morning trading opens higher , Dasheng Culture , Youzu Network, Zhejiang Digital Culture and others opened to the daily limit, but then they opened the daily limit. Jibit , Sanqi Interactive Entertainment and others rose sharply during the session, approaching the daily limit.
Recently, People's Daily published a comment titled "Deeply exploring the value of the electronic game industry cannot be missed". The comment pointed out that the recent plenary session of the European Parliament voted to pass a high vote on the decision to attach importance to the development of the electronic game industry, calling on Europe to formulate a long-term development strategy and support the development of start-ups in the field of EU electronic game. In my country, for a long time, the entertainment attributes of electronic games have always made people ignore the technological significance behind it, and triggered the outside world's expectations for the recovery of the game industry.
CITIC Securities believes that People's Daily Comments give China's game industry high recognition, and the game industry also has the hope of creating greater social value in the future and promoting the development of fields such as the integration of digital and realities, cultural confidence, etc. It is expected that in the future, the restrictions on version number and the suppression of policy will no longer be the core contradictions in the game industry. The key point lies in the core competitiveness of products, content quality, cultural elements, etc. For high-quality and oriented games, it is expected that the issuance of the version number is more a matter of time. I wait for more manufacturers to obtain the version number.
regulatory policies are expected to stabilize, while the gaming industry will be more inclined toward high-quality content games, and leading game companies with strong R&D capabilities are expected to maintain competitiveness. With broad development space such as cultural confidence, gaming going overseas, and digital base combining virtual and real, the game industry is still expected to maintain the driving force for steady development.
lithium batteries, sodium batteries, etc. fell sharply across the board
Gaogong Industry Research Institute expects that lithium battery material production capacity will be oversupply, A-share new energy industrial chain stocks, lithium batteries, sodium batteries, automobile integration, etc. fell sharply across the board.
According to data from the Gaogong Industrial Research Institute, the main lithium battery materials have all been oversupplied by 2025. The planned total production capacity of negative electrode materials by 2025 is 5 times the expected demand for that year, lithium iron phosphate is 4 times, electrolyte , 6F, VC, PVDF, copper foil are all more than 2 times, and the diaphragm is about 1.5 times.
In fact, some lithium battery materials have shown an oversupply this year and are in a downward price stage. Gao Xiaobing, director of the Gaogong Industrial Research Institute, introduced that in the first 10 months of this year, only lithium carbonate and nickel sulfate prices rose; while VC prices have fallen by 75%, PVDF, 6F, cobalt sulfate fell by 40% or more, and the price of 6 micron copper foil fell by 20%.
"Next year, at the latest to the year after, the entire industry chain will be oversold from lithium mine starting from lithium mine ." At the 2022 Gaogong Lithium Battery Annual Meeting held on November 16, Yiyi Lithium Energy Chairman Liu Jincheng bluntly stated that the industry is facing the hidden danger of overcapacity.
Zhejiang Securities research report also pointed out that lithium prices will still show a tight situation of supply in 2022, but with the subsequent supply side keeping up, supply and demand are expected to usher in a turning point next year. In addition, the subsequent supply-side capacity will be continuously released faster than the demand-side. Combined with the weaker elasticity of the supply-side than the demand-side, it is expected that the market's market margin will continue to increase from 2023 to 2026, and lithium prices may usher in rapid adjustments.
Upstream news comprehensive report
Editor: Wang Guangjian
Editor: Wu Jinming
Review: Feng Fei
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