Source: Data Treasure
Sanyangma (65.730, 5.98, 10.01%) has recorded 7 consecutive up-and-down boards, becoming the new stock with the most consecutive up-and-down times.
The CXO sector, known as one of the hottest tracks in the pharmaceutical industry, fell sharply today, closing with an index decline of 3.55% to the top of the decline list. Industry leader WuXi AppTec (124.020, -13.78, -10.00%) (rights protection) was smashed by funds to the stop board in the end of the market, the latest closing price fell below the 250-day line, and the closing market value fell back to 317.9 billion yuan. CXO concept stocks, Tigermed (128.600, -11.29, -8.07%), Jiuzhou Pharmaceutical (55.000, -4.52, -7.59%), Kanglong Chemical (161.310, -12.59, -7.24%), Zhaoyan New Drug (119.100, -8.35, -6.55%), Medici (499.500, -33.50, -6.29%), Yaoshi Technology (134.010, -8.83, - 6.18%), all recorded a decline of more than 5%.
Securities Times data treasure statistics show that CXO concept stocks today's total net outflow of 2.84 billion yuan, WuXi AppTec, Tigermed, Gloria Ying (430.330, -22.67, -5.00%), Kanglong Huacheng, Boteng shares (92.000, -4.90, -5.06%) (rights protection), Zhaoyan New Drug, Medici, Jiuzhou Pharmaceutical and other net outflows of more than 100 million yuan; WuXi AppTec's net outflow was the highest, reaching 1.443 billion yuan. In response to the sudden plunge in the company's stock price, WuXi AppTec responded that the company's current operation is normal.
In the Hong Kong stock market, biopharmaceutical stocks also fell sharply, with WuXi Biologics once falling nearly 20%, Kingsrui Biotechnology and Rongchang Biologics falling by more than 16%, and Kanglong Chemical Once falling by more than 13%.
Sources say the Commerce Department is expected to add some Chinese companies to the entity list on Thursday, including some involved in biotechnology. Previous sanctions have targeted high-tech manufacturing, but this time some biotechnology companies have been added, and this bearish is the first time that the market is more panicked. CXO industry companies have more foreign-related business, so it is also the first sector.
Sub-IPOs tend to be active
The first hot stock seven consecutive boards
On December 15, a total of 4 new A-shares were listed, namely N Baekje, N Huayan, N Dia and N Mengtian. With the exception of N Baekje, all three shares closed up more than 40%. There was a sharp fluctuation in the N Huayan intraday, and the stock triggered a temporary suspension twice in the afternoon, with the highest intraday rise of more than 380%, an increase of 215% compared with the opening price, which means that the highest profit ratio of investors who opened and bought in one day reached more than 2 times.
N Huayan's strength did not last long, and soon the stock price was smashed by funds, and the stock price rose back to 210.2% at the close, compared with the intraday high, the decline reached 35.57%. Investors who bought in the morning undoubtedly took a "roller coaster", and the investors who bought at the highest price lost 35% on the day.
Under the influence of multiple factors, the activity of the new stock sector has increased significantly in the recent past. If counted since the first opening of the board on December 7, SanyangMa has recorded 7 consecutive up and down boards, becoming the new stock with the most consecutive up and down times. In less than 1 month, compared with the issue price, the stock rose by 310.81%, the current market value exceeded 5 billion yuan, and the number of consecutive up-and-down boards since listing has increased to 11 (excluding the first day).
The continued strengthening of sub-new stocks after the first opening of the board is inseparable from the strong participation of active funds. Data treasure statistics show that in recent days, Sanyang Ma has enthusiastically participated in the Dragon and Tiger list, respectively, Guotai Junan (17.330, 0.00, 0.00%) Securities Shanghai Branch, Dongguan Securities Xiamen Branch, Orient Securities (16.020, -0.17, -1.05%) Shanghai Pudong Yincheng Middle Road Business Department, Guotai Junan Securities Shanghai Jiangsu Road Sales Department and other well-known seats to participate in the relay participation.
On the news side, recently, the General Office of the State Council issued the "14th Five-Year Plan" Cold Chain Logistics Development Plan, which requires the construction of large-scale cold chain logistics facilities such as the national backbone cold chain logistics base through existing financial support channels, and proposes that by 2025, a cold chain logistics network connecting production and sales areas, covering urban and rural areas, and connecting domestic and international cold chain logistics networks will be initially formed. Before and after the release of the plan, the A-share logistics sector was activated under the impetus of Sanyangma, such as Wanlin Logistics (3.840, -0.09, -2.29%), Tianshun (15.250, -0.59, -3.72%), Longzhou shares, Furande (17.080, 1.55, 9.98%), Ruimaotong (6.700, 0.61, 10.02%) and so on in the past two days.
28 sub-IPO bottom range volume
Industry insiders said that the superposition of sub-new stocks has always been one of the objects of capital pursuit, which is related to the small circulation and stable performance of the initial listing of sub-new shares. For example, on the day of the opening of the Sanyangma board on December 7, the company's circulating market value at the close was only 742 million yuan, and the company's profit in the first three quarters of this year was 0.46 billion yuan, an increase of 10.55% year-on-year.
After the three sheep horse fired the first cannon, some low-level new stocks began to rebound. On today's session, the sub-IPO Jianyan Design (46.000, 7.67, 20.01%), Visualization Technology (65.940, 10.99, 20.00%), Yue Wannianqing (11.940, -0.03, -0.25%), COFCO Engineering (16.090, 2.68, 19.99%) all recorded 20cm of up and down board, Joy Zhixing (46.900, 6.73, 16.75%), Huaheng Bio (109.000, 12.00, 12.37%), Zhongke Tongda (20.100, 2.05, 11.36%), Huilu Ecology (6.780, 0.62, 10.06%), Southern Grid Energy (9.080, 0.83, 10.06%) and other increases of more than 10%.
Generally speaking, the amplification of the turnover of the bottom range indicates that there is a bottom-reading fund involved, and the possibility of subsequent rebound is high. Data treasure statistics show that among the sub-new stocks listed in 2021, the average daily turnover since December has increased by more than 10% compared with the previous month, and the closing price has increased by less than 20% compared with the low point of the year, a total of 28 stocks. Judging from the latest valuation level, the rolling P/E ratio of these 28 stocks, such as Fuchun Dyeing and Weaving (23.900, -0.01, -0.04%), Decai (29.060, 1.02, 3.64%), Iron Construction Heavy Industry (5.160, 0.02, 0.39%), and Zhejiang Media (9.460, -0.10, -1.05%), is less than 20 times.
According to data treasure statistics, compared with the high point of the year, the average drawdown of these stocks reached 43.69%, online and offline (50.830, 1.93, 3.95%), Yiyi shares (46.080, -0.32, -0.69%), Zhongke Tongda, Iron Construction Heavy Industry, Leo Planning (45.130, 0.61, 1.37%), Jiaheng Jiahua (33.960, -0.18, -0.53%), Hop shares (50.040, 1.32, 2.71%) The drawdown of 7 other shares exceeded 50%. Online and offline drawdown is the most obvious, the stock reached the highest price of 128.7 yuan / share on the first day of listing, and the drawdown so far is 61.91%. At one point, online and offline stock prices rose more than 11% this morning, narrowing their share price gains at the close.