The net profit of last year is expected to grow by 50% to 60% year-on-year, the frequency of six cro concept stocks reaches a new high, and the compound growth rate of domestic cro scale will exceed 20%.
Hackers invade, Intel releases financial report ahead of time
U.S. stocks ended mixed, with the NASDAQ index continuing to hit a record high, with the Dow down 0.04%, the NASDAQ up 0.55% and the S & P 500 up 0.03%. Zhonggai shares rose more than 61%, Weilai auto rose 1.07%, Xiaopeng auto rose 3.56%, ideal auto fell 0.65%.
Most technology stocks closed higher, with ASMA, the leader of lithography machine, up more than 3%, reaching a record high. It is reported that the company expects to deliver 40 EUV lithography machines this year; TSMC, up more than 2%, also reaching a record high; apple, up 3.67%, hitting a record high; Amazon, up 1.34%, Google, up 0.23%, Facebook, up 2.02%. IBM closed up 1.21%, but fell more than 6% after hours, the company reported less than expected financial data.
Nine minutes before the U.S. stock market closed, chip giant Intel released its financial report for the fourth quarter and the whole year of 2020, and the company’s usual practice is to release its financial report after hours, which directly led to the company’s stock price soaring in the end of the day.
Driven by the strong personal computer business, Intel’s revenue and profit exceeded expectations in the fourth quarter. Intel rose nearly 9% in late trading, reaching a daily high of nearly $64. In the end, the stock rose 6.5%, recovering all the decline since the second quarter of last year, and fell more than 1% after hours.
According to the financial times, Intel CFO George Davis said that a hacker stole sensitive financial information from the company’s website on January 21, forcing the company to release its performance report earlier than before.
Fire at the world’s largest vaccine production facility
According to the overseas network, a fire broke out in India on the afternoon of the 21st local time at a global vaccine manufacturer. Through the on-site map provided by the printing media, we can see that the thick smoke is coming out from the place of origin. Reported that the place for the world’s largest vaccine production institutions.
The fire occurred at a factory under construction at the Serum Institute in Pune, India, which is involved in the production of the new coronal vaccine for covishield. It is understood that the Institute is producing a vaccine developed by Oxford University and AstraZeneca for India and many low – and middle-income countries. In addition, the Institute is also preparing to produce vaccines developed by Novax pharmaceutical company in the United States. But sources said the fire would not affect the production of the new vaccine.
At present, novel coronavirus pneumonia continues to erupt in the world, and the world is waiting for the life-saving vaccine urgently needed, but the shortage of vaccines is occurring in many countries. Due to Pfizer’s delay in vaccine delivery and other factors, the EU vaccination program is not only less than expected, but also behind the UK and the US. About a third of the governments in the 27 member states of the European Union report inadequate doses of the vaccine. The supply of vaccines in the United States is also not optimistic. According to Xinhua news agency, the supply of vaccines in many parts of the United States is in short supply. Many state officials said that due to the shortage of new crown vaccines, tens of thousands of people’s appointments have been cancelled, and the states are also considering cancelling some public vaccination plans in the next few weeks.
At present, it is not known whether the fire of vaccine manufacturers in India will affect vaccine production. China’s new crown vaccine has been ordered by many countries. The United Arab Emirates and Bahrain have taken the lead in approving the launch of China’s vaccine. Turkey, Indonesia, Egypt and Brazil have also received the first batch of vaccines from China.
The global vaccination rate is at a low level
The outbreak of novel coronavirus pneumonia is still rampant around the world, especially since the winter. So far, the number of confirmed cases in the world has exceeded 97 million. On January 20, foreign ministry spokesman Hua Chunying presided over a regular press conference. Hua Chunying pointed out that according to incomplete statistics, so far more than 40 countries have put forward the demand of importing Chinese vaccines. Wang Bin, an inspector of the National Bureau of disease control and prevention of the National Health Commission, said that up to now, more than 15 million people in China have completed vaccination.
According to the known data, the proportion of people vaccinated worldwide is still at a low level. In the United States, as of January 8, only 2.02% of its population had been vaccinated. According to Ipsos global opinion survey data, only 67% of Americans are willing to get the new crown vaccine, while Russians have the lowest willingness to get the vaccine, only 54%. Relatively speaking, the UK is the country with the highest willingness to vaccinate in Europe and the United States, with more than 85%. However, as of January 3, 1.32 million people in the UK had been vaccinated, but the vaccination rate was only 1.94%, which is still at a low level.
From last year’s vaccine batch issuance situation, in 2020, the total number of vaccine batch issuance was 651 million, with a year-on-year increase of 14.39%. Domestic vaccines have swept away the haze of two vaccine incidents, and the total number of imported vaccines issued reached 51 million in recent eight years, up 23.46% year on year. Covid-19 securities analysis shows that under the influence of the new crown epidemic situation, the disease control further promotes the publicity and vaccination of terminal vaccines, thereby enhancing the penetration of vaccines, and the growth rate of batch issuance is significant. The vaccine industry is ushering in new opportunities.
According to the statistics of securities times · databao, 11 vaccine concept stocks have published performance forecasts, and their net profit will increase by more than 40% in 2020. Daan gene is expected to increase its net profit by more than 20 times over the same period last year, ranging from 2 billion yuan to 2.2 billion yuan. Among the 11 shares, Kanghua biological, Dongfang biological, biological shares, Anke biological, Kehua biological and other 5 shares have withdrawn more than 30% from the high point since 2020.
Performance of several 100 billion market value stocks increased greatly
A large number of leading stocks have disclosed the performance forecast in succession. Supported by the positive performance forecast, they have stepped out of a wave of rising market. For example, Wantai bio expects its net profit to increase by more than 2 times last year. After the disclosure of the performance forecast, its stock price has risen by more than 5% for two consecutive days, and the latest closing price has exceeded 300 yuan for the first time, setting a new record. The company expects its net profit to increase by 30% to 50% last year, and the stock price will rise by the limit the next day after the announcement, and it will be promoted to 100 yuan shares for the first time, with a cumulative increase of 27% in the two days.
Yesterday evening, two 100 billion market value stocks successively disclosed the performance forecast. The net profit of Hengli hydraulic is expected to be 2.047 billion yuan to 2.3 billion yuan last year, with a year-on-year increase of 57.91% to 77.44%; the net profit of Wuxi apptec is expected to be 2.782 billion yuan to 2.967 billion yuan last year, with a year-on-year increase of 50% to 60%. The two companies are respectively the leaders of hydraulic manufacturing and CrO (contract research organization). Among them, apptec rose 3.78% yesterday, and the closing price hit a new record high. The market value of a shares climbed to 341.6 billion yuan, ranking third in the pharmaceutical industry.
In fact, the recent overall performance of the cro sector is very strong. Yesterday, six cro concept stocks reached a record high, including Wuxi apptec, tiger pharmaceutical, KANGLONG Huacheng, kelleying, Zhaoyan new drug, Yaoshi technology, etc. Since January, the average rise of cro concept stocks has been 14.68%, which is 3.44 times of the Shanghai index in the same period. Medici, Asia Pacific pharmaceutical, Zhaoyan new drug, Yaoshi technology and other four stocks rose by more than 20%.
Cro industry has broad space, and the growth rate of concept stocks is expected in the future
Medicine has always been one of the evergreen sectors of A-share market. In many subdivided fields of medicine, cro is undoubtedly the fastest growing one in recent years. Cro is an organization or institution that provides specialized outsourcing services for pharmaceutical R & D in the form of contract, which is in the upstream of pharmaceutical industry chain.
If the growth of global cro industry is compared to high-speed rail, then China’s cro industry is running forward on high-speed rail. Thanks to the increasing investment in pharmaceutical R & D and increasing penetration rate, cro industry has developed rapidly. According to Frost & Sullivan’s data analysis, in 2014, the global pharmaceutical R & D investment was about 141.6 billion US dollars, which will increase to 182.7 billion US dollars (about 1.18 trillion yuan) in 2019, and it is expected to increase to 216.8 billion US dollars in 2023, creating a huge development space for cro industry.
In terms of the overall market, the global cro market increased from 40.1 billion yuan in 2014 to 62.6 billion US dollars in 2019, with a compound annual growth rate of 9.3%. The growth of China’s cro market is the most significant, and the compound growth rate ranks the fastest in the world. From US $2.8 billion in 2016 to US $6.3 billion in 2019, the compound annual growth rate is 28.5%, maintaining a high-speed growth. It is expected that the domestic cro scale will reach US $8.3 billion in 2020, with a compound growth rate of more than 20%. By 2023, China’s cro Market scale will reach US $17.2 billion, accounting for about 20% of the global scale.
Thanks to the rapid development of the industry, the performance of domestic cro companies has also achieved substantial growth in recent years. According to the data, the compound growth rate of revenue and net profit of the top six stocks of cro concept market value from 2017 to 2019 exceeded 20%. The compound growth rate of Yaoshi technology is the highest. The compound growth rates of the company’s revenue and net profit in the past three years are 52% and 61% respectively. From the perspective of historical growth, KANGLONG Huacheng, which has been listed for less than two years, has been listed for 12 times. Taige pharmaceutical, Zhaoyan new drug, Yaoshi science and technology, kailaiying and other four shares have increased more than 10 times since their listing.
Reprint indicated source：Spark Global Limited information