On December 19, 2022, Yiling Pharmaceuticals fell sharply from the opening, and finally closed at the limit. Subsequently, stocks corresponding to the concept of new coronavirus drugs have plummeted one after another. Today, the overall market has plummeted, with the Shanghai Composite falling -1.92. What is interesting is that the stocks of new coronavirus medicine have risen the most recently, and real estate concept stocks have fallen the most.
Why did Yiling drop to the limit? Mainly due to a rumor. Rumors claim that Lianhua Qingwen can cause liver damage and liver failure, causing great harm to the body. Subsequently, the company urgently issued a "Statement on the Safety of Lianhua Qingwen".
In fact, if you look at it normally, it’s nothing, but the shareholders can’t bear it? Since September, the number of people affected by the epidemic has surged, especially after the relaxation of restrictions on cold and fever medicines, which have been in short supply. As a result, Yiling Pharmaceutical has increased from 18 yuan to 53 yuan, and at one time the increase was nearly three times! ! Nowadays, demon stocks have formed, attracting many speculators who are chasing after them at high levels.
First, everyone knows that it is very expensive. Second, I don’t know much about the company. Third, the stock price has accumulated a lot of profit chips, so investors are still very anxious. At this time, Yiling's stock price is often very sensitive. Once bad news appears, whether it is true or false, if it is clarified in time, the market will inevitably fall sharply.
The supply of drugs in Beijing has begun to increase. In addition, most people have begun to work one after another after being infected for a week. The shortage of drugs in the future will not last long and will return to calm. With the hype up to now, I think the COVID-19 pharmaceutical stocks The popularity will drop in the future, and everyone is advised to stay away, so everyone should invest rationally and not blindly.
Actually, I started to be cautious half a month ago. Why? The reason is not complicated, it has increased a lot.
The Central Economic Work Conference was held over the weekend, and many people had high expectations. In fact, if we look carefully, we still talk about developing the economy and domestic demand. Stock trading is based on expectations. Sometimes when the day actually comes, it often plummets. Just like this summer's new energy performance announcement period, many performance doubled, but the result was a sharp drop on the same day. So today's market, I think, is still rising a lot, and there is a need to cash in profit chips.
Today’s decline is very scary. In fact, if you look carefully, it is mainly concentrated in the real estate and pharmaceutical sectors. These two sectors have experienced excessive growth during this period. These two sectors are also the main force in the recent market rise. They are basically short-term profit chips. of fulfillment. Most stocks did not fall deeply.
I suggest that in the short and medium term, everyone can wait for a while and wait for the risks to be released. It may be difficult. If you don’t invest enough, you need to be determined.
Yiling Pharmaceutical was founded in 1992 and listed on the A-share market in July 2011. Its main business is the research and development, production and sales of patented innovative traditional Chinese medicines. Among them, Lianhua Qingwen series capsules/granules have been It has attracted attention after entering into the diagnosis and treatment plan for COVID-19.
The company introduced that Lianhua Qingwen series capsules/granules are the first patented new drugs that use the theory of collateral disease to explore the incidence and treatment of exogenous febrile diseases and guide the research and development. They can effectively inhibit bacteria, regulate immunity, and resist Reduces inflammation and fever, relieves cough and resolves phlegm. In April 2020, the State Food and Drug Administration approved Lianhua Qingwen Capsules/Granules to add a new indication of "mild and common type of novel coronavirus pneumonia" on the basis of the original approved indications.
Currently, Yiling Pharmaceutical has not directly disclosed the performance of Lianhua Qingwen. However, in the public investor relations activity record table on October 28, Yiling Pharmaceutical mentioned that in the first three quarters of 2022 , the company's formula granule business sales revenue grew relatively well year-on-year. In an indicative announcement on March 17 this year, Yiling Pharmaceutical mentioned that in the first three quarters of 2021, the company's Lianhua Qingwen products achieved operating income of 3.37 billion yuan, accounting for 41.6% of the company's total operating income.