Why did vaccine stocks fall? This medicine bottle enterprise nearly staged sky floor

category:Finance
 Why did vaccine stocks fall? This medicine bottle enterprise nearly staged sky floor


However, near the end of the plate, the vaccine plate fell quickly, and many stocks collapsed. Among them, Zhengchuan shares and Weiming pharmaceutical fell by more than 18% and 13% respectively at the end of the day, which was particularly tragic. Leading kangxinuo also narrowed to 7.13%, down more than 6% from its high point.

A market person familiar with the pharmaceutical industry told the interface news reporter that on the one hand, todays overall A-share market is in a downturn, large funds are switching to undervalued bank plate, market style has changed, ant financial is about to IPO market may also lead to fund caution; on the other hand, the vaccine plate is a typical signboard, which has a positive effect on the surface, with the official vaccination at the end of the year The pace of listing is approaching, but there is some good to do meaning.

Since then, there has been no obvious sign of fund recovery from the early days of the tiger stock market.

Due to the amplitude of more than 15%, Zhengchuan shares on October 21 after hours on the dragon and tiger list. Interface news reporters noticed that both the buyer and the seller, the most frequent and accumulated amount of sales and purchases are from several business departments of Dongfang fortune located in Lhasa, which is commonly known as the base camp of retail investors. However, only Guosheng securities Ningbo Sangtian Road, which is clearly known as common and active hot money, appears in the second sellers seat. Its not so much the intraday earthquake caused by hot money game, its more the signs that retail investors trample on each other.

On the evening of October 20, Zhengchuan announced that China boron glass bottles account for a relatively low proportion in the companys product structure, and it is expected that the relevant products will not have a significant impact on the companys production and operation results. the stability test of drug packaging materials needs to be verified for a long time, and whether the companys self-produced borosilicate glass tubes can be used for vaccines in the future is also uncertain. .

On October 20, the joint defense and control mechanism of the State Council held a press conference. It is reported that at present, Chinas new crown vaccine research and development work is in a leading position, and 13 vaccines have entered the clinical stage. Among them, inactivated vaccine and adenovirus vector vaccine two technical routes, a total of 4 vaccines entered the third phase of clinical, the overall progress was smooth. Up to now, about 60000 subjects have been vaccinated, and no serious adverse reactions have been reported.

Interface news reporters noted that at present, the four vaccines entering the third phase of clinical practice in China are: ZTE Zhongwei, China biology Wuhan Institute, China biology Beijing Institute, and kangxinuo R & D. the controlling shareholder of ZTE Zhongwei has been listed in the US stock market but has been suspended for a long time, while the two research institutes under China biology have not been listed. At present, only the A-share and Hong Kong stock of kangxinuo are listed at the same time Normal trading.

In addition, Shaoxing recently officially opened the new crown vaccine emergency vaccination, vaccination appointment registration network platform is also open to the community. It is understood that the vaccination is divided into two doses, the recommended interval of 28 days, the age of 18-59 years old, the price is 200 yuan / bottle (bottle), and the vaccination service fee is 28 yuan per dose; the emergency vaccination objects are divided into key guarantee objects (medical personnel, health and epidemic prevention personnel, etc.), important recommended objects (public service personnel, etc.) and general objects (other people who voluntarily vaccinate).

Dongxing Securities believes that with the pricing information of new crown vaccine gradually clear, the 100 billion market opportunity gradually opened. After the initiation of special approval and marketing procedures for domestic vaccines, domestic inactivated vaccines have begun to be vaccinated for special groups. Referring to the disease control price in Zhejiang Province, the price per person is 400-800 yuan. Considering that the pre vaccination population is voluntary and self funded, the pricing reflects the enterprises independent choice. At the same time, Mexico and Malaysia have also announced plans for vaccine procurement. The average price per person may be about 100-150 yuan. Moreover, Mexico has purchased 35 million doses from conchino. Based on the pricing mechanism at home and abroad, it is estimated that the price of the new crown vaccine will exceed 100 yuan per person, which will provide sufficient profit margin for successful R & D enterprises. Combined with domestic and foreign markets, the new crown vaccine will become a large variety of 100 billion level. Editor in charge of this article: Yang Qian_ NF4425

Dongxing Securities believes that with the pricing information of new crown vaccine gradually clear, the 100 billion market opportunity gradually opened. After the initiation of special approval and marketing procedures for domestic vaccines, domestic inactivated vaccines have begun to be vaccinated for special groups. Referring to the disease control price in Zhejiang Province, the price per person is 400-800 yuan. Considering that the pre vaccination population is voluntary and self funded, the pricing reflects the enterprises independent choice. At the same time, Mexico and Malaysia have also announced plans for vaccine procurement. The average price per person may be about 100-150 yuan. Moreover, Mexico has purchased 35 million doses from conchino. Based on the pricing mechanism at home and abroad, it is estimated that the price of the new crown vaccine will exceed 100 yuan per person, which will provide sufficient profit margin for successful R & D enterprises. Combined with domestic and foreign markets, the new crown vaccine will become a large variety of 100 billion level.