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医药板块早盘猛冲,发生什么了?后市关注这些机会
The pharmaceutical sector rushed in early trading, what happened? Pay attention to these opportunities in the future

富途資訊 ·  {{timeTz}}

Hong Kong stocks were in early trading today, and the pharmaceutical sector$Biotechnology (BK1050.HK) $Be strong. By the close of noon$Keji Pharmaceutical-B (02171.HK) $$Yao Ming Gu Nuo-B (02126.HK) $Increase by more than 10%$BeiGene, Ltd. (06160.HK) $Increase by more than 9%$Conoya-B (02162.HK) $Increase by more than 8%$Cornerstone Pharmaceutical-B (02616.HK) $$Kangfang Bio-B (09926.HK) $Up more than 7%.

行情来源:富途牛牛

Source: Futuo Niuniu

有机构表示,目前医药行业估值处于低位,具备较大提升空间,板块配置价值凸显。

Some institutions said that at present, the valuation of the pharmaceutical industry is low, there is much room for improvement, and the value of plate allocation is prominent.

叠加行业内各公司利好,昨日(8月4日),$百济神州(BGNE.US)$公布业绩数据,其中产品销售放量加速,商业化表现可圈可点。2022年前两个季度中,百济神州产品收入达5.661亿美元,相比去年同期增长131.3%。在第二季度,产品收入达3.045亿美元,较上一年同期增长120%。隔夜百济神州美股收涨超12%,早间百济神州港A均一度涨超10%。

Companies in the superposition industry are positive, yesterday (August 4)$BeiGene, Ltd. (BGNE.US) $Publish performance dataAmong them, the volume of product sales is accelerated, and the commercial performance is remarkable.In the first two quarters of 2022, BeiGene, Ltd. 's product revenue reached 566.1 million US dollars, an increase of 131.3 percent over the same period last year. In the second quarter, product revenue reached $304.5 million, up 120% from the same period a year earlier.BeiGene, Ltd. 's US stock closed up more than 12% overnight, and BeiGene, Ltd. Port A rose more than 10% at one point in the morning.

$荣昌生物-B(09995.HK)$早盘走高,升幅达到8%。公司发布泰它西普联合血浆置换可在一定程度上减少视神经嵴髓炎谱系病的积极研究成果。光大证券最新点评称,公司即将迎来商业化放量阶段,维持「买入」。

$Rongchang Bio-B (09995.HK) $Go higher in early trading., up by 8%. The company announced that Tetasep combined with plasmapheresis can reduce the positive research results of optic nerve crest myelitis pedigree disease to some extent.Everbright Securities latest comment said that the company is about to usher in the commercialization of the volume phase, to maintain the "buy."

此前$药明康德(02359.HK)$业绩也十分亮眼,交银国际发研报指,药明康德2022年上半年收入177.6亿元人民币(下同),同比增长68.5%,经调整归母净利润43.0亿元,同比增长75.7%,是近五年最高的增速,高增速主要由于新冠订单的收入确认(约41.8亿元)。

Before that,$Wuxi Apptec (02359.HK) $The performance is also very bright.According to the BoCom International Development and Research report, Wuxi Apptec's income in the first half of 2022 was 17.76 billion yuan (the same as below), an increase of 68.5% over the same period last year, and the adjusted net profit was 4.3 billion yuan, an increase of 75.7% over the same period last year, the highest growth rate in the past five years.The high growth rate is mainly due to the revenue recognition of COVID-19 's order (about 4.18 billion yuan).

7月25日,国产新冠小分子药物阿兹夫定获附条件批准。该药开发厂商真实生物已经与复星医药就商业化合作达协议,交易对价达8亿元,同时真实生物可以获得中国地区45-50%的毛利。

On July 25th, the domestic COVID-19 small molecule drug azivudine was approved with conditions. The drug developer Real Biology has reached an agreement with Shanghai Fosun Pharmaceutical on commercial cooperation, with a transaction consideration of 800m yuan, while Real Bio can earn 45-50% of the gross profit in China.

交银国际认为,随着疫苗接种率提升,新冠重症率和死亡率降低,小分子药物的销售额或不能带来惊喜,但国产首款新冠小分子药物的获批能够在疫苗和新冠中和抗体之外提供多一重保障,对国内消费和跨区域人员流通等具有积极作用。

BoCom International believes that as the vaccination rate increases, the rate of new coronary heart disease and mortality decreases, and the sales of small molecular drugs may not bring surprises.The approval of the first domestic COVID-19 small molecule drug can provide additional protection in addition to the vaccine and new crown neutralizing antibody, and plays a positive role in domestic consumption and cross-regional personnel flow.

8月伊始,医药行业怎么看?

What does the pharmaceutical industry think at the beginning of August?

兴业证券最新研报表示,受疫情反复和控费降价政策影响,此前医药板块持续调整,但目前这两项因素对板块的扰动已经有限。

The latest research report of Societe Generale Securities said that due to the repeated epidemic and fee control and price reduction policies, the pharmaceutical sector continued to adjust, but at present the disturbance to the plate by these two factors has been limited.

投资策略上,兴业仍建议关注消费医疗和生命科学上游赛道,建议底部关注创新药赛道。

In terms of investment strategy, Societe Generale still recommends paying attention to the upstream track of consumer health care and life sciences, and the bottom of the proposal to focus on the creation of new drugs.

在创新药中,兴业认为可以关注已经从生物技术研发向生物制药进军并取得一定成效的企业,如$恒瑞医药(600276.SH)$$信达生物(01801.HK)$$君实生物(01877.HK)$$康方生物-B(09926.HK)$$再鼎医药-B(09688.HK)$$博瑞医药(688166.SH)$等;同时也关注在研发上有靓丽表现,产品未来具备一定国际化可能性的优秀生物技术公司,如$天境生物(IMAB.US)$$诺诚健华-B(09969.HK)$$康宁杰瑞制药-B(09966.HK)$$亚盛医药-B(06855.HK)$等。

In innovative drugsSociete Generale believes that we can pay attention to enterprises that have moved from biotechnology research and development to biopharmaceuticals and achieved certain results, such as$Hengrui Pharmaceutical (600276.SH) $$INNOVENT BIO (01801.HK) $$Junshi creature (01877.HK) $$Kangfang Bio-B (09926.HK) $$Zai Lab Limited-B (09688.HK) $$Borey Pharmaceutical (688166.SH) $At the same time, we also pay attention to the excellent biotechnology companies with beautiful performance in research and development and the possibility of internationalization of their products in the future, such as$I-MAB (IMAB.US) $$Nuocheng Jianhua-B (09969.HK) $Corning Jerry Pharmaceuticals-B (09966.HK) $$Yasheng Pharmaceutical-B (06855.HK) $等。

医疗器械:港股中则关注技术具有一定优势,具有生物技术属性的创新医疗器械公司。

Medical devices:On the other hand, Hong Kong stocks pay attention to the innovative medical device companies with certain advantages and biotechnology attributes.

疫苗:疫苗行业未来需要重点关注能把握住疫苗新技术和新方向的优质公司,关注$万泰生物(603392.SH)$$智飞生物(300122.SZ)$$复星医药(02196.HK)$$康泰生物(300601.SZ)$$康希诺生物(06185.HK)$等。

Vaccine:In the future, the vaccine industry needs to focus on high-quality companies that can grasp the new technology and direction of the vaccine.$Wantai Bio (603392.SH) $$Zhifei (300122.SZ) $$Shanghai Fosun Pharmaceutical (02196.HK) $$Kangtai Biological (300601.SZ) $$CANSINOBIO (06185.HK) $等。

部分偏绝对收益的低估资产:这部分企业虽然「主题性」不强,但经营稳健,所在领域具有相当看点,且本身估值较为合理,适合投资人作为绝对收益标的长期布局, 如$石药集团(01093.HK)$$中国生物制药(01177.HK)$$丽珠医药(01513.HK)$$恩华药业(002262.SZ)$$博瑞医药(688166.SH)$等。

Undervalued assets with partial absolute returns:Although this part of the enterprise is not "thematic", it has a sound operation, has quite interesting points in its field, and its own valuation is relatively reasonable, so it is suitable for the long-term layout of investors as the target of absolute income, such as$CSPC Pharmaceutical (01093.HK) $$Sino Biopharmaceutical (01177.HK) $$Lizhu Medicine (01513.HK) $$Enhua Pharmaceutical (002262.SZ) $$Borey Pharmaceutical (688166.SH) $等。

编辑/Viola

Edit / Viola

This page is machine-translated. Futubull tries to improve but do not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.

Risk disclosure: The above content only represents the opinion of the authors or guests, and does not represent any positions of Futu or constitute any investment advice on the part of Futu. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers where necessary. Futu makes every effort to verify the authenticity, accuracy, and originality of the above content, but does not make any guarantees or promises.

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