Source: Data Treasure
The transaction volume of API concept stocks increased significantly after the New Year's Day, and the average daily turnover of 44 shares increased by more than 50% month-on-month, accounting for more than 70%.
After the trend of "looms" that lasted for nearly a year, Xingguang Agricultural Machinery fell continuously. Yesterday, the stock fell 8.14%, today fell 8.26%, the latest closing price hit a new low since the listing (excluding the first day of listing), the value of the A stock market fell below 3 billion yuan.
Since September 2020, the stock has often seen a sharp intraday surge and fallback, but the closing price has fallen almost in the same straight line. In the past year, the stock has fallen several times, and the focus of the stock price has gradually shifted downward, but the above strange move has not changed.
For this trend, netizens call it "loom". Some people think that this is a highly controlled stock market behavior; others say that this is caused by a lack of liquidity, which is more common in the Hong Kong stock market. Not long ago, the secretary of the board of directors of Xingguang Agricultural Machinery said that he would never like to see the titles of "leek harvester" and "loom" that some investors in the stock bar talked about.
It is reported that Xingguang Agricultural Machinery was listed in 2015, and in just one month after the listing, the company has 20 consecutive up-and-down boards (excluding the first day of listing), during which the stock price rose by more than 5 times, and the highest closing market value was close to 20 billion yuan, which was praised by investors as "the first share of agricultural machinery". After a brief period of glory, the company's stock price and performance have fallen into a correction, and the current share price retracement has reached 87.1% compared with the all-time high. As of the end of the third quarter of 2021, the number of shareholders of the company was 19,500.
In the afternoon of this day, Xingguang Agricultural Machinery responded to investors on the interactive platform that the company's controlling shareholders are implementing a share increase plan based on their confidence in future development, which has not yet been implemented.
Fuxiang Pharmaceutical's afternoon sprint was pulled up to the stop-and-go board
At the opening of the market in the afternoon of this day, Fuxiang Pharmaceutical rose in a straight line, and the stock price rose from 20.09 yuan / share in the green disk to 24.5 yuan / share. According to the statistics of Securities Times and Data Treasure, the increase in 12 minutes reached more than 21%, and the company's stock price was sealed. According to the analysis of market participants, the sudden rise in the company's stock price is not unrelated to the new crown treatment drugs.
On the morning of January 19, Fuxiang Pharmaceutical responded on the interactive platform that the company supplied the core intermediates of mopiravir and remdesivir to customers, which can be used to treat new crown pneumonia, because the company signed a strict confidentiality agreement with customers, which is inconvenient to disclose specific customer information. The above-mentioned related intermediate products currently account for a relatively small proportion of revenue and have not had a significant impact on the company's performance.
For the Pfizer supply chain topic that investors are concerned about, the company said that the subsidiary has rich experience in the production of antiviral pharmaceutical intermediates and strong commercial production capacity, and the company cooperates with The Lingfu Pharmaceutical Research Institute, and now has the research and development and production capacity of new crown therapeutic drug intermediates, and is expected to enter the supply chain system of new crown therapeutic drug production of Pfizer and other companies.
The above two responses were released before ten o'clock this morning, and Fuxiang Pharmaceutical's morning stock price performance was not alarming, until the afternoon news fermented, and the company's stock price rose instantly. According to public information, the company's main business is APIs and their intermediates, and it is one of the few producers of carbapenem Penemline series products in China from starting raw materials to downstream APIs. After this sharp rise, the stock has gained more than 50% since January.
API concept stocks rose sharply
Faucets have risen twice in less than a month
In addition to Fuxiang Pharmaceutical, a number of recent bull stocks have been related to APIs, such as Jingjing Pharmaceutical, Longshen Rongfa, Hanyu Pharmaceutical, Asia-Pacific Pharmaceutical, Hongri Pharmaceutical, Qianhong Pharmaceutical, etc. Since December last year, in less than a month, Jingjing Pharmaceutical has increased by more than 2.2 times in the range, which is one of the hottest stocks in recent times. The stock was quickly pulled up after opening low this morning, closing with a stop-and-go price, and the latest closing price hit a seven-year high. Jingjing Pharmaceutical recently said on the interactive platform that the annual production capacity of the main intermediates of the subsidiary Senxuan Pharmaceutical Ritonavir is currently in the production capacity of such intermediates with a high share, and the company and its subsidiaries have not directly signed a supply contract with Gilead Sciences.
Data treasure statistics show that there are 62 listed companies with API business, with a total A stock market value of 893.7 billion yuan. According to the performance forecast data, there are 7 companies that expect net profit in 2021 to increase by more than 10% year-on-year, including Kang Enbei, Zhongsheng Pharmaceutical, Teyi Pharmaceutical, Jincheng Pharmaceutical, Jiuzhou Pharmaceutical, Jiankangyuan, Enhua Pharmaceutical, etc. Conn Bay has the highest increase in net profit, with the company expecting net profit to be between $1.928 billion and $2,153 million in 2021, up 325% to 375% year-on-year.
Generally speaking, in the bottom range of the stock price, the amplification of the volume means that there are large funds involved, and the probability of rebound in the short term is large. Judging from the recent transactions, the overall average daily turnover of API concept stocks in January doubled compared with the previous month, and the average daily turnover of 44 shares increased by more than 50% month-on-month, accounting for more than 70%. Of the 44 shares, 18 have seen their latest closing price rise by less than 30% compared to their near-year lows. According to the unanimous forecast of more than 5 institutions, the net profit growth rate of 5 shares such as Anke Bio, Enhua Pharmaceutical, Ruipu Bio, Health Yuan, and Lizhu Group in 2021, 2022 and 2023 is expected to exceed 10%.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
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