Linlong Investment Advisor: Why has the pharmaceutical sector suddenly performed so well?

yesterdayaThe stock closed red, with increased trading volume and market recovery. The pharmaceutical sector has collectively strengthened, with multiple sub sectors such as vaccines, antiviral drugs, and traditional Chinese medicine stocks hitting the daily limit up. Market professionals say that the industry continues to be optimistic about the pharmaceutical industry.

Why has the pharmaceutical sector suddenly performed so well?


According to Linlong Investment Consulting,6month17On October, the big news came out of dexamethasone. The WHO said that the preliminary clinical trial in the UK showed that dexamethasone could save the lives of patients with severe COVID-19. For patients using respirators, the mortality rate was reduced by one third, for patients only breathing oxygen, the mortality rate was reduced by one fifth, and for patients only breathing oxygen, the mortality rate was reduced by about one fifth.


Linlong Investment Consulting stated that once this news came out, the stock prices of companies related to dexamethasone, such as Tianyao Co., Ltd. and Hyundai Pharmaceutical, rose across the board. Related pharmaceutical stocks also rose across the board.


In China, due to the recent impact of the Beijing epidemic, pharmaceutical stocks have received relatively high attention,6.16COVID-19 Inactivated Vaccine of Sinopharm Group, Wuhan Institute of Biology, ChinaI/IIThe positive news of unblinding clinical trials has stimulated a significant rise in the vaccine sector.


Specific performance of the pharmaceutical sector


Linlong Investment Consulting stated that pharmaceutical stocks have been favored since the beginning of this year, with leading stocks emerging one after another.


In terms of the pharmaceutical and biological sector, there are60Only pharmaceutical and biotech stocks have reached a historic high. As a percentage of the total volume of the entire sector20%Half of the biopharmaceutical stocks have risen more than half this year30%Among them, Huahai Pharmaceutical, Huada Gene, Jiu'an Medical, etc30Only individual stocks have doubled this year. Yingke Medical, Aoxiang Pharmaceutical and Xizang Pharmaceutical rose more than200%。


In terms of the vaccine sector, the vaccine sector saw a significant increase, with sub sectors such as antiviral, blood products, traditional Chinese medicine, and in vitro testing also rising together. In terms of individual stocks,AShares of Xizang Pharmaceutical, Kanghua Biology, Hualan Biology, etc7Only individual stocks hit the daily limit up, while Hong Kong stock Sinopharm Holdings rose9.21%。


Linlong Investment Consulting stated that in terms of policy support and sustained growth in national income, the future growth space and certainty of the medical device and pharmaceutical sectors are relatively high, especially for innovative medical devices and high-end pharmaceutical consumption, which will maintain a high level of momentum in the future, and related leading companies will maintain a high growth rate.


The relevant securities institutions are particularly optimistic about the investment opportunities in the vaccine sector. Guozheng Jinmao believes that the research and development of COVID-19 vaccine is particularly important in the current anti epidemic process. Meanwhile,2020Year is the first domestically produced thirteen valent pneumococcal conjugate vaccine, the first domestically produced pneumococcal conjugate vaccineHPVVaccine sales year, quadrivalent/Nine pricesHPVMultiple heavyweight varieties such as vaccines and quadrivalent influenza virus split vaccines also have strong performance elasticity. The research and development of COVID-19 vaccine resonates with the performance of the listed varieties in a large scale, and the investment opportunities in the vaccine industry this year are worth grasping.