Guangxi LiuGong Machinery Co. Ltd, Xiamen Xiamen Machinery Co. Ltd, Sany Heavy Industry Co. Ltd, North China Pharmaceutical Co. Ltd, Northeast Pharmaceutical Group Co. Ltd, Shandong Lunar Pharmaceutical Co. Ltd, Beijing Oriental Rainbow Waterproofing Technology Co. Ltd, Anhui Conch Cement Co.
The occurrence of an earthquake is good for cement, medical, highway and steel stocks.
1. Conch Cement (600585): Anhui Conch Cement Co., Ltd. is China's largest cement manufacturer, cement is an important building material for post-disaster reconstruction.
2. Jingxin Pharmaceuticals (002020): Its main business includes anti-infective drugs.
3. LUNAO Pharmaceuticals (600789): a large national pharmaceutical production enterprises, antibiotic research and development, production base.
4. Harbin Pharmaceutical (600664): anti-infective drugs is one of the company's main products, can be used for post-earthquake casualty treatment.
5. Zhen'an Technology (300767): Zhen'an Technology Co., Ltd (formerly known as Yunnan Zhen'an Shock Absorption Technology Co., Ltd, Yunnan Zhen'an Shock Absorption Technology Co., Ltd, hereinafter referred to as: Zhen'an or Zhen'an Technology) is a company specializing in the construction of vibration isolation and technical consulting, vibration isolation and structural analysis and design, vibration isolation and product research and development, production and testing, installation and replacement, vibration isolation and monitoring of buildings, after-sale maintenance and other complete sets of technology as
6. Sany Heavy Industry (600031): Sany Group produces excavators, cranes, piling rigs, concrete machinery, road rollers and other machinery and equipment and sold to more than 100 countries around the world.
The impact of earthquakes on the stock market is definitely affected by disasters, but the degree of impact varies. For example, during the Wenchuan earthquake, which was felt strongly, the disaster was even worse.On May 13, 2008, the Shanghai and Shenzhen exchanges suspended 66 listed companies in Sichuan and Chongqing that could not be reached. Of the six companies listed in Sichuan that day, five fell. The following month, the Sichuan and sector stock markets also fell sharply, with 41 stocks down more than 10 percent.
The impact of earthquakes on a-shares is usually short-term and localized. Judging from the several major earthquakes that have hit China in recent years, the market may see small fluctuations in a short period of time due to emotions. However, over a long period of time, the disaster will not have a direct impact on the overall market, but will depend more on the overall market situation.
The earthquake will affect the share of companies in the earthquake area and will bring good news for items needed for post-disaster reconstruction, such as construction materials and medicines. Major natural disasters usually lead to a short-term, stock market decline, especially in some directly damaged industries and listed companies. However, through our efforts, we can minimize the risks and negative impacts of natural disasters and resume normal business activities as soon as possible, so the negative impact on the stock market tends to pass quickly. In addition, during the process of disaster relief and post-disaster reconstruction, some industries and companies will also gain some new demand to improve their performance in the short term, creating a hot spot for investment in the stock market in the short term.
The demand for drugs after an earthquake is usually high and there is an oversupply. Plasma and blood products in particular, such as listed Hualan Bio and Tiantan Bio, may not see any sales growth. Demand for large infusion producers will increase.
Orders from the insurance industry are likely to increase. Earthquakes involve the safety of people's lives and property. After people experience an earthquake, insurance companies will lose more money, which will drag down the short-term trend of insurance stocks. But at the same time, more people will buy insurance and insurance rates will rise.
Cholera, typhoid, dysentery and tetanus can easily occur in post-earthquake areas. These diseases are mainly treated by vaccines or antibiotics.
Objectively, it is impossible to quantify the impact on the public companies involved. In the face of large-scale disasters, pharmaceutical companies usually demonstrate their social responsibility by donating drugs and other forms. Therefore, the impact of this disaster on listed pharmaceutical companies should also be viewed objectively rather than speculated.