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Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
“Jia Ling Lose Weight” has been trending for 4 days in a row. Will the number one investment theme in the Year of the Dragon be a comeback of the diet pill concept?
Under the popularity of the topic, the market speculates: will diet pills become the first investment theme in the Year of the Dragon?
Selected announcements | Cathay Pacific: The number of passengers carried in November more than tripled year-on-year; Baiyunshan's Guangzhou Pharmaceutical Fund invests in venture capital funds
China Resources Power: The subsidiary power plant sold 16.5.769 million megawatt-hours in November, an increase of 13.9% over the previous year; Tencent Holdings spent HK$401 million to repurchase 1.29 million shares on December 19.
Lukang Pharmaceutical: Production and sales of three types of drugs are strong, and there is no diet drug plan yet | Direct impact on performance meetings
① During the performance meeting, Peng Xin, chairman of Lu Kang Pharmaceutical, said that at present, the company's production and sales of drugs and respiratory products to treat mycoplasma infections and influenza are booming. ② Although the company has more than 20 cardiovascular, cerebrovascular and hypoglycemic products under development, it has no diet drug layout plans yet. ③ The company currently has no specific drugs for swine influenza or bird flu drugs.
The National Health and Health Commission suggests getting the influenza vaccine as soon as possible, and sorting out China's influenza vaccine market pattern and enterprises
① At present, influenza vaccines from several domestic manufacturers have been approved for the market, of which 11 manufacturers have supplied them during the 2022-2023 influenza season; ② The Zhongtai Securities Research Report points out that with the arrival of the influenza season, it is recommended to pay attention to investment opportunities for relevant testing, vaccine and drug companies.
Huahai Pharmaceutical: Performance declined due to intense competition and pressure on product prices. Selected procurement is conducive to opening up the domestic market|Direct impact on performance meetings
① The company's revenue growth did not increase profit, sales, R&D, and management expenses increased dramatically, investment and fundraising cash flow was negative, and the company's bid for the ninth batch of national drug collection became topics of concern for investors. ② The company said that the decline in performance in the first three quarters of this year was mainly affected by the current complex domestic and international environment. Competition is becoming increasingly fierce, and product prices are under pressure. ③ The company currently does not revise the convertible debt-for-equity conversion price.
Is performance returning to growth and stock prices still underestimated? Harbin Pharmaceutical Co., Ltd. was called out by investors for “market value management” | Direct impact on performance meetings
① Harbin Pharmaceutical Co., Ltd. handed over excellent performance results in the third quarter, but investors called for an increase in stock prices eight times at the performance meeting. ② Company director Lin Guoren said that the company attaches importance to market value management while strengthening investor relations management activities. ③ Investors are also concerned about issues such as collection, mycoplasma pneumonia drugs, and product layout in the field of old-age care.
Lots of information! The third quarterly report of famous public fundraisers has been released. Star fund managers such as Ge Lan, Zhou Weiwen, and Zhao Yi look at the future market this way
Another group of well-known fund managers have released their three-quarter reports!
MSD terminates cooperation on two preclinical ADC products Colon Pharmaceutical responds: it will not affect the rest of the cooperation
① Colon Pharmaceutical announced that its subsidiary was terminated by MSD on 2 preclinical ADC products. ② Colon Pharmaceutical said that the termination of the current cooperation between the two projects had no impact on the rest of the cooperation between the company and MSD. ③ Industry insiders believe that Colon may push ahead with the subsequent development of these two terminated projects on his own.
The “Zhong Fan” fund manager started a holdings reduction model: Ge Lan reduced his holdings in Pien Tsai, Xie Zhiyu reduced his holdings in Pro Pharmaceutical, and Qiu Dongrong continued to be optimistic about Kanghua Biotech
① China and Europe Healthcare under Ge Lan have been ranked among the top ten tradable shareholders of Pianzai for 11 consecutive quarters, and reduced their holdings in the third quarter; ② Xie Zhiyu's Xing Quan Heyi and Xing Quan Helun have been ranked among the top ten tradable shareholders of Pro Pharmaceutical for 22 consecutive quarters and 15 quarters respectively. Both products under Qiu Dongrong have been ranked among the top ten tradable shareholders of Kanghua Biotech for 6 consecutive quarters, and were newly added in the third quarter. ③
Science and Technology Innovation Board Evening News|The Chairman of Borui Pharmaceutical Receives a Warning Letter and Six Science and Technology Innovation Board Companies Plan to Increase and Repurchase Their Holdings
① The net profit of the three science and technology innovation board companies increased in the first three quarters; ② nine science and technology innovation board companies announced the early termination of holdings reduction/promised not to reduce holdings; ③ the full Jinshi Science and Technology Innovation Board IPO was terminated.
Chairman of Borui Pharmaceutical “Test the Drug for Yourself” Follow-up: Continued Stock Price Changes Announced, Diet Pills Still Under Development
① BGM0504 injection, a polypeptide hypoglycemic drug independently developed by a subsidiary of Borui Pharmaceutical, is still in the development stage; ② After a continuous surge, many weight loss drug concept stocks issued announcements indicating the corresponding risks.
The upstarts at the “New Medicine King” ball
GLP-1, the “magic medicine for weight loss,” is a veritable “gold mine”, and behind it, China's two core industrial chains are actually hidden, and it is expected to become the biggest beneficiary of China's GLP-1 Dongfeng.
Selected Announcements | Great Wall Motor's sales volume increased 3.73% to 105,000 units in June; Dongfang Overseas International's total revenue in Q2 decreased 62.6% year on year
GAC Group's automobile sales volume increased 0.77% year on year to 236,200 vehicles in June; Tengshengbo Pharmaceutical signed a license agreement with VBI to expand strategic cooperation between the two sides in the field of hepatitis B; China Railway Construction recently won a bid for a major project of 53.653 billion yuan; Sunac China achieved contract sales of about 7.02 billion yuan in June; and Tencent Holdings spent HK$400 million to buy back 1.19 million shares on July 5.
Pien Tsai's price increase boosts the industry! With favorable policies, may the traditional Chinese medicine sector welcome a new trend?
Price increases in Pien Tsai are expected to bring growth elasticity to pharmaceutical manufacturing revenue
China's National Medical Products Administration In Late December Met With Several Chinese Drugmakers Including Zhejiang Huahai Pharmaceutical And CSPC Pharmaceutical Group To Discuss Preparations Needed To Make A Generic Version Of Paxlovid
China's National Medical Products Administration In Late December Met With Several Chinese Drugmakers Including Zhejiang Huahai Pharmaceutical And CSPC Pharmaceutical Group To Discuss Preparations Nee
Zhang Kun's “non-belief” position
A constant “belief base” is the cornerstone of Zhang Kun's investment philosophy, and changing positions in different market environments are also the key to understanding Zhang Kun's entire investment context.
The pharmaceutical sector surged in early trading. What happened? Pay attention to these opportunities in the future
The agency said that the current valuation of the pharmaceutical industry is low, and there is a lot of room for improvement, and the sector allocation value is prominent. In terms of investment strategy, it is recommended to focus on the consumer medicine and life science upstream circuit, and it is recommended that the bottom focus be on the innovative drug circuit.
“Top Class” Xie Zhiyu's Second Quarterly Report Released: “Top Level” Holds Kuaishou and Increased Inventory of China Resources Beer and Shunyu
According to Xing Quan Heyi's 2nd Quarterly Report, the proportion of the fund investing in Hong Kong stocks through the “Hong Kong Stock Connect” channel exceeded 32% for the first time. This record allocation meant that Xie Zhiyu further strengthened its optimism about the value of Hong Kong stocks.
Opinion | The average drop in prices collected in the seventh batch was moderate, and the payment environment for innovative drugs improved
Volume procurement has entered the normalization stage, driving pharmaceutical companies to accelerate their transformation. Beijing CHS-DRG is piloting “exclusion payments” for innovative pharmaceutical devices, and high-quality innovative drugs are expected to break through medical insurance fee control restrictions.