According to the statistics of Science and Technology Innovation Board Daily, from 65438 in early June to now, Northbound Capital has increased 33 stocks of Science and Technology Innovation Board, and at the same time, 25 companies have been reduced.
Judging from the proportion of shareholding changes, since June 5438+00, the top three stocks are Zhijiang Bio, Fudan Zhangjiang, and Sheng Xiang Bio, all of which have increased by more than 80%. Among them, Zhijiang Bio ranks first with a shareholding growth ratio of nearly 175%.
From the news, Zhijiang Bio announced in June 10 that the company's automatic nucleic acid detection and pretreatment system has recently obtained the national second-class medical device registration certificate, which is suitable for automatic sample nucleic acid extraction and purification and reaction system construction.
On the plate, it is not difficult to find that the pharmaceutical plate is most favored by funds from the north. Among the top ten stocks, * * * has five pharmaceutical companies. In addition to the above three companies, Borui Medicine and Master Biology are on the list.
Although Northbound Capital started the "buy buy Buy" mode, the stocks it favored were mixed.
As shown in the above figure, five pharmaceutical stocks generally showed an upward trend, among which Sheng Xiang Bio rose by over 10%, Borui Pharmaceutical rose by over 8%, Zhijiang Bio and Fudan Zhangjiang rose little, and Shi Shuo Bio even fell by 2.47%.
However, it is worth noting that the pre-Tangke organism has risen strongly since June 10, and the cumulative increase has exceeded 18%.
It is understood that Qianke Biology mainly deals with veterinary biological products, and the contribution ratio of pig vaccine products to performance income is over 95%. Recently, the price of live pigs has risen significantly. Guosen Securities believes that the recovery of the profit of the breeding end brought by the continuous increase in pig prices will alleviate the financial shortage of farmers and improve their expectations for future breeding profits. Farmers' requirements for epidemic prevention are expected to be strengthened, and the average expenditure on epidemic prevention will also increase accordingly, thus promoting the continuous recovery of upstream demand for livestock vaccines and benefiting the performance of livestock vaccine enterprises.
Behind the bargain-hunting of funds in the north: the pharmaceutical sector bottomed out and rebounded
Looking back at the overall performance of each sector, combined with the recent secondary market data, the pharmaceutical sector is undoubtedly the protagonist.
Since June 5438+ 10, as of press time, the medical biological index has increased by more than 9% during this period, significantly outperforming the Shanghai Composite Index (up 0.48%) in the same period.
Many institutions have judged that the current pharmaceutical industry is at the bottom-low valuation, low position and low policy. In the future, the policies of various sub-sectors will usher in marginal improvement and expected repair, and the layout is cost-effective.
From the policy point of view, since June 5438+00, the pharmaceutical industry policies have been favorable frequently. Before, there was a central bank loan discount, and then Jiangxi Province and Fujian Province led the centralized procurement of in vitro diagnostic reagents and electrophysiological medical consumables. Open source securities believes that investment in new medical infrastructure is expected to remain high for a long time, and financial discount loans are expected to release hundreds of billions of medical device market demand.
From the perspective of segmentation, IVD, innovative drugs, CXO, medical devices and other sectors are favored by many institutions. Huaan, Capital and other institutions believe that we should pay attention to the "leading market+structural opportunities" brought by the rebound of the pharmaceutical industry. Among them, innovative drugs entered the commercialization stage and began to increase in volume; Coverage position of faucets, including CXO faucets and various subdivided faucets; Focus on the logic of mining and restraining rebound: including orthopedics, electrophysiology, IVD, etc. The valuation repair and performance recovery of the medical device sector are expected to have a superposition effect.