The infrastructure on the investment side and the cars on the consumer side have risen sharply, which shows that our logic is correct. But starling is not talking about these two pieces, but the concept of COVID-19 medicine. Last time, myna combed the "four thematic opportunities under the stabilization of A-shares", which talked about the themes related to the COVID-19 epidemic.
I don't know if you still remember the five waves of hype about the COVID-19 epidemic: masks (20 times by British doctors)-vaccines (0/5 times by Jiu 'an Medical/KLOC)-Chinese medicine treatment (5 times by essence pharmaceutical, 3 times by Jinlong Pharmaceutical)-COVID-19 specific drugs (4 times by China Medicine, 2.5 times by Minolta)-COVID-19 oral drugs (3 times by China Resources Shuanghe and Xinhua).
This line is like a perpetual motion machine. As long as the COVID-19 epidemic does not end, it will continue to be fired. Every round of hype will appear several times or even 10 times the demon stock! Because COVID-19 will accompany human beings for a long time, the next wave of hype, "COVID-19 antigen testing+small molecule medicine" which is more suitable for family scenes is most likely to become a hot spot.
Starling made a brief study and found that there are only three listed companies made of cepharanthine: Buchang Pharmaceutical, Yunnan Baiyao and Dali Pharmaceutical. Among them, Dali Pharmaceutical is a subsidiary of Yunnan Baiyao, and these tickets have risen sharply. There is also a Qianjin pharmaceutical company with the word "Qianjin" in its name, which has also been fired to the daily limit. In fact, its product Gynecological Qianjinpian has nothing to do with Su Huanjen Qianjinteng.
It seems that when industrial hemp was hyped, Guifaxiang, a big twist, also rose. The concept of cepharanthine has not been fully fermented, and I feel that this direction has great potential. You can still explore when you go back. If you find a good company, please leave a message for myna, and I will study it again when I go back.