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[摘要]US President Trump reiterated that the United States will have a “very big” stimulus plan. After the news, gains in US equities expanded slightly.
(Original caption: Does Trump have a high probability of losing? A moment ago, Trump said that after the election, he announced a “very big” stimulus plan. The global epidemic is in a hurry, and the A-share issue has returned to burst and the performance boom has been launched)
US President Trump reiterated that the United States will have a “very big” stimulus plan. After the news, gains in US equities expanded slightly.
The epidemic situation in Europe and America is serious and market volatility is intensifying
Statistics released by Johns Hopkins University in the United States show that at 11:24 p.m. on October 29 Beijing time, the number of confirmed cases of new coronary pneumonia worldwide increased to 44,644,400, of which 1,176,300 were deaths. The new wave of epidemics in Europe is fierce and the number of new infections in a single day in major countries has remained above 10,000. At press time, a total of 1.28 million cases have been diagnosed in France, 1,136,500 cases in Spain, 945,400 cases in the United Kingdom, 589,800 cases in Italy and 488,800 cases in Germany.
The epidemic situation in the United States remains serious. The number of new cases confirmed in a single day has stood at a high of almost 100,000. A total of 8,873,900 confirmed cases of new coronary pneumonia have been reported and 227,900 patients have died. On Thursday local time, data released by the US Department of Commerce showed that GDP in the third quarter increased by 7.4% from the previous quarter (the initial annualized quarterly rate was 33.1 %), slightly better than market expectations. The growth rate reached an all-time high, but was still down 2.9% year-on-year. The macro data is positive because the epidemic situation in the United States has reduced considerably and the current economic uncertainty continues to increase.
At the same time, the United States’ recently announced third quarter GDP converted annual rate increased significantly by 33.1%, setting an all-time high. The number of initial claims for unemployment benefits in the United States fell to 751,000 last week, the lowest level since the outbreak of the new corona epidemic. After the data was released, US President Trump tweeted that it was “the highest and best GDP figure in our history” and said growth in 2021 would be “very great!” The candidate also tweeted. Democratic presidential Biden. By stating that poverty continues to rise, “Donald Trump will become the first president since Herbert Hoover took office with fewer jobs than when he took office.” Driven by strong data, US equities rose slightly. Respite from the strong sell-off of the previous trading day.
US President Trump reiterated that the United States will have a “very big” stimulus plan. He hopes that the new round of the aid plan will be larger than the one proposed by the Speaker of the House of Representatives Pelosi. Following the news, the rise in US stocks will expand slightly. Trump said he will implement a full-scale stimulus plan as soon as possible after the election. It will continue to help aviation companies and consider another round of negotiations on compensation plans (APP).
If history can show anything, it is that the sharp fall in the stock market in recent days does not bode well for the ruling party. According to data compiled by Strategas Research Partners LLC, since 1928, 20 out of 23 elections, the performance of the S&P 500 index in the three months prior to the election accurately predicted the outcome of the election. When the stock market rose during that period, 86% was the ruling party winning. The benchmark stock index is now below its August 3 level and has fallen in 8 of the last 12 trading days. It plunged 3.5% on Wednesday, the biggest drop in a day since June. In the recent turmoil, the S&P 500 Index fell below the closing price of 3,295 points on August 3, and August 3 was exactly three months before Tuesday’s vote. If the index does not regain lost ground in the coming days, and if the relationship between the election and the stock market remains unchanged, it may herald the victory of Democratic candidate Joe Biden.
The net profit of 7 pharmaceutical stocks increased more than 10 times
As the epidemic in Europe and the United States intensified, the A-share medical issue flared up again. According to statistics, vaccines, medical devices, blood products, genetic testing and other topics were among the first places of the increase in the two cities yesterday. Vaccine leader Zhifei Biotech rose 10.27%, genetic testing leader Huada Gene rose 14.14%, medical device concept shares Intech Medical and Bohui Innovation rose more than 10%, and Zhengchuan shares , which investors consider the concept of vaccine vials, rose 14.14%. The daily limit is again after many days.
In fact, in addition to the catalysis of the epidemic, the overall increase in the performance of the three quarterly reports of pharmaceutical stocks is also a major factor in the return of funds.
According to the statistics of Securities Times and Databao, according to the calculation of the lower limit of the third quarterly report and the expected net profit, the net profit of more than 60% of the shares of the pharmaceutical and biological industry has increased year on year, and the Net profit of 7 shares has multiplied by more than 10. German Medical, Daan Gene, Kangtai Medical, Shuoshi Bio, Oriental Bio.
The biggest increase in net profit is Shengxiang Bio. The company expects the first three quarters of net profit to be 1.97 billion to 2.07 billion yuan, an increase of 104.7 times to 110.1 times year on year. Talking about the reasons for the performance changes, Shengxiang Biological said that in the third quarter of 2020, epidemics abroad will be repeated and even a second wave of epidemics will occur in some countries.In addition, sporadic and local outbreaks in Some areas in China have pushed the company’s new nucleic acid and nucleic acid test reagents. The demand for test equipment, related consumables, and other products has increased substantially.
In the first three quarters, Ingram Medical made a profit of 4.373 million yuan, a year-on-year increase of 33.77 times. The company is a leading manufacturer of disposable medical supplies and durable medical equipment in China. The global spread of the new corona pneumonia epidemic has led to an increase in demand for disposable protective equipment, leading to a shortage of products such as medical gloves and protective gloves. On September 30, Intech Medical stated on the interactive platform that the epidemic situation in many overseas countries and regions has not eased and some countries are showing signs of resurgence. Supply shortages are expected to continue, and the Some customer orders have been scheduled through 2021. Currently, the company is accelerating its production expansion to meet the growing market demand for medical protective gloves.
The growth of the pharmaceutical industry is still evident
It is not difficult to see that the spread of the epidemic has increased the demand for anti-epidemic supplies, including protective gloves, masks, test reagents, disinfectants, blood oximeters and monitors, and the performance of related companies has increased significantly. At the same time, market attention to pharmaceutical stocks remains high.
The data shows that, excluding the new stocks listed this year, 50 pharmaceutical stocks have doubled their earnings for the year. Among them, Yingke Medical’s cumulative increase of 972.33% ranks first, and it is also the top of the A-share rise list. The main winners were Zhende Medical, Bohui Innovation, Shuoshi Bio, Zhengchuan Shares and Tibet Pharmaceutical .
Judging by recent capital developments in Beijing, 27 pharmaceutical stocks have increased by more than one million shares by Beijing since October. Among them, Fu’an Pharmaceutical, Kailitai, International Medicine, Neptunus and Huadong Medicine have increased their holdings. The largest increase in equity holdings in the north is Fu’an Pharmaceutical, which has increased its holdings by 20 million shares, and the current market value of its holdings has reached 163 million yuan.
Industrial Securities believes that with the effective prevention and control of the epidemic, and anticipation of the launch of vaccines and neutralizing antibodies before the end of the year, the marginal impact of the epidemic next year will be less and less. From the external environment, the recovery will become the main main line of the sector; the long-term growth of the pharmaceutical industry Sex is still safe, but the change in the distribution method may bring structural opportunities. The current national epidemic is flattening out, improvements in consumption will continue to be a major trend in the development of the pharmaceutical industry, and leading companies will continue to benefit from industry mergers and acquisitions and increased brand concentration. (Liang Qiangang Data Treasury)
Disclaimer: All content of Databank information does not constitute investment advice. The stock market is risky and investing must be cautious.
Publisher: Qi Shaoheng
