The new vaccination crown is approaching! The biovaccine sector recovered since October and outperformed the market by a wide margin



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Original Title: The Semiconductor Leader Dives! The new vaccination crown is here, and Zhejiang just announced that the price of the vaccine has been exposed! Investigation of the source of infection in Qingdao

Summary

[¡Se acerca la nueva corona de vacunación! El sector de las bio-vacunas se ha recuperado desde octubre y superó al mercado por un amplio margen]As vaccination spreads across the country, the upstream and downstream bio-vaccine industry chain will also benefit. Biological vaccines continue to attract investors’ attention. Since October, the biological vaccine index has increased by more than 6%, which has outpaced the market by a wide margin. Actions such as Zhengchuan’s shares in glass vials and Bohui Innovation in the biological vaccine sector countered the trend in early trading today. Soaring. (Treasury of data)

Zhejiang Province announced the steady and orderly advancement of emergency vaccination of new corona vaccines in autumn and winter.jobsThe origin of the Qingdao epidemic was investigated.

  Semiconductor stocks fell sharply in early trading

Recently, the “stories” about chips and semiconductors have continued. Of course, the most important thing is whether they can continue to supply Huawei. The semiconductor sector in the disk has fallen for 3 consecutive days. Early today,Yangjie TechnologyThe intraday drop exceeded 9% at one point.Minde ElectronicsYaguang TechnologyOther stocks fell more than 5%.

  Peninsula of starsToday there is also an accelerated decline. At noon, the decline was more than 6.5% and the intraday decline was more than 8.5%. This decline was the largest single-day decline in nearly 1.5 months.the companyThe core business is the design, development and production of IGBT-based power semiconductor chips and modules, and sales are in the form of IGBT modules.

As an IGBT leader,BrokerageThe rating given by the agency to Star Peninsula is “buy” or “overweight”, and the given price target is constantly increasing.Northeast ValuesA price target of 200 yuan was given on August 30. At that time, its closing price was less than 180 yuan. On October 12, the stock price rose to more than 200 yuan and suffered a continuous decline. In the last 3 daysMain forceThe net outflow of funds is close to 100 million yuan.

White horse technology stocks have recently queued and crashed. As for the reason for the sharp drop in equity prices, in addition to external factors, many investors believeStar semiconductorThe current price of the stock is too high and itsP / E ratioIt is much more than the industry average. On July 9, the stock price was close to 280 yuan. As of now, the share price has fallen by almost 30%.

  Zhejiang plans emergency vaccination of the new corona vaccine, 740,000 people have been vaccinated

At 10 am on October 16, prevention and control of the coronavirus pneumonia epidemic in Zhejiang provincePress conferenceAt the press conference, Chen Guangsheng, Undersecretary General of the Zhejiang Provincial Government, revealed important news: Our province consistently and orderly promotes emergency vaccination of the new crown vaccine in fall and winter, priority is given to key populations, and epidemic areas are prioritized, safe vaccination, informed and voluntary principles, and arrangements for appointments for general topics according to needs.

And already in early September, the Zhejiang Province issued a guide for emergency vaccination against the new coronavirus vaccine in autumn and winter.opinion, Inoculation objects are divided into key guarantee objects (medical personnel, health personnel and epidemic prevention personnel,PortQuarantine and border inspection personnel, etc.), key recommendation objects and general objects (guarantee basic urban operation personnel, service personnel of public places, etc.); consistently carry out voluntary vaccination of key recommendation objects,743,000 people in the province have been vaccinated since September

  New epidemic crown seedlingpriceexposition

On October 15, the Jiaxing Center for Disease Control and Prevention of Jiaxing City, Zhejiang Province, issued a document “Instructions on New Coronavirus Vaccination”, introducing the new coronavirus vaccine. The “Explanation” entered,Jiaxing City has successively carried out a new corona vaccination among the key guarantee objects in advance, and will gradually carry out the vaccination of the general object in the future.. The Beijing Provincial Department Kexing Zhongwei Biotechnology Co., Ltd. uniformly orders the new corona vaccine currently used for emergency vaccination in Jiaxing City and is distributed step by step to designated vaccination units. However, the vaccine has not been officially registered for commercialization and has been approved for emergency vaccination in accordance with the law. .

Besides vaccines, everyone can be more concerned about price. According to the Jiaxing CDC staff,The price of the new vaccination crown is 400 yuan, a total of 2 doses.The range is 14-28 days, and the recommended range is 28 days, which is obviously more attractive than the previously rumored price of thousands of dollars per needle.to accept

At the same time, he also said that the seedlings should have been distributed throughout the country, but Jiaxing was the first to announce the news. The current phase III clinical trial of the new corona vaccine is still ongoing, and is now a emergency vaccine, not officially includedproduct, “If it weren’t for the epidemic, and it was winter and spring, I think this seedling won’t be announced until after it’s on the market. Now there is no approval number, just the third phase.”

  The new corona vaccine hits the track, and the national vaccine has attracted attention at home and abroad.

So far, there are more than 39 million confirmed cases of new coronary pneumonia worldwide, and the cumulative number of confirmed cases in the United States and India has exceeded 7 million. Research and development of the new vaccine of the world crown are in full swing.Share42 new coronavirus vaccines are in clinical trials, but only a few days agoJohnsonThe company announced the suspension of ongoing clinical trials of the new corona vaccine because a volunteer participating in the study developed “unexplained symptoms.”

Chinese pharmaceutical companies have entered the Phase III clinical sprint of the new corona vaccine.Technology ActionsCo., Ltd. and Beijing Kexing Zhongwei Biotechnology Co., Ltd. revealed that “the vaccine will be released later this year or early next.”

Are domestic vaccines safe? Chinese researchers published in the British journal “The Lancet · Infectious Diseases” on October 15reportHe said they conducted phase I and phase II randomized controlled clinical trials of a new coronavirus-inactivated candidate vaccine.Preliminary results show that this vaccine is safe and can induce immune responses in healthy volunteers.butteamHe said that the testing at this stage is primarily to assess the immune response and safety of the vaccine, and it has not been possible to confirm whether the vaccine can play a sufficient role in protecting people from the new coronavirus infection. More analysis and tests are needed to assess this. The result of a preliminary trial also provided very useful information for phase III clinical trials.

Philippine President Duterte recently said: “Someone asked me if China’s vaccines are safe. I would say that China is a modern country. They have sufficient funds (for research and development) and their achievements are sufficient to show their strength,” he added. I was waiting for news from China or Russia, “If they are willing to provide vaccines, I will be happy to roll up my sleeves (vaccines) because I am confident in their vaccines.”

In addition, the president of Venezuela, Nicolás Maduro, also affirmed that the country will receive the new vaccine from the Chinese crown in the coming days. At the same time, the Venezuelan government is expected to launch a large-scale free vaccination job by April 2021.

The biovaccine sector recovered and outperformed the market by a wide margin since October

Winter is more suitable for the survival of the new corona virus. Not only foreign countries, but also the country may face a second outbreak of the epidemic. Recently, Russia has shown relevant signs and the number of new cases in a single day has exceeded previous records. The emergence of the Qingdao epidemic has caused many people to panic and mistakenly believe that it is a “second epidemic”. However, as of now, the new corona epidemic has not broken out in Qingdao on a large scale. This morning, Qingdao held a press conference.The source of the Qingdao epidemic was notified at the meeting and the two were determined in Dagang.employee. This epidemic is a clustered epidemic in hospitals and transmission from the community to the hospital is excluded.

As vaccination spreads across the country, pre and post biological vaccinesindustryThe chain will also benefit.Biological vaccines are stillinvestmentConcerned that the biological vaccine index has risen more than 6% since October, outpacing the market by a wide margin.Zhengchuan Stock, The biological vaccines sectorBohui InnovationOther stocks changed the trend in early trading today.

From October, from the last closing day,Fosun PharmaCap BioKehua BioThe cumulative earnings of 12 stocks have exceeded 10%, and 5 stocks underperformed the market and made gains since October.Capital to the northAdd warehouse,includeKangtai BioBiological actionsEtc. whereKangtai BioThe increase in positions was the largest, with 0.65 percentage points, but in the first three quartersPerformanceThe slight decrease was mainly due to lower product sales in the first quarter. Additionally,heaven TempleThe share price has fallen by almost 2% since October,Anke BioIncreased by 2.9%, the capital to the north increased slightly by 0.05%.

(Article source: treasure trove of data)

(Responsible editor: DF064)

I solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this booth.

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