From Tamiflu to poison strains from treatment to epidemic prevention hot money speculation a full disclosure of influenza

Every reporter Tri Dan Liu Mingtao The end of April this year, a sudden swine flu swept the world, a "flu" the concept of a frenzy of speculation also staged in the A-share market. The so-called "you sing to my debut", the market funds to the relevant concept stocks in the outbreak of influenza and related industrial chain progress and constantly changing, funds from the initial race to chase the "Tamiflu" concept, then to "diagnostic reagents", and finally to obtain the virus strains to produce influenza vaccine related stocks, a hot money battle "a flu"　　　The conceptual roadmap is becoming clearer. Hype route from treatment to epidemic prevention at the end of April this year, Mexico, the United States, Canada, one after another people infected with influenza A (H1N1) virus cases, after the swine flu outbreak intensified.　　April 27, affected by the global Influenza A (H1N1) epidemic, the related biopharmaceutical concept stocks were out of the rally. On that day, Rhine biology, Sea King Biology, Gold Yu Group, in the stock, Lian Huan Pharmaceutical, PLO shares are trading board close, and Shanghai medicine, the Temple of Heaven Biology, Hualan Biological also appeared a sharp rise in the market.　　However, because of the sudden outbreak of influenza A (H1N1), the two-level market speculation does not seem to have any composition, there has been "eyebrows" phenomenon.　　April 28, the two-tier market continues to the Bio-medicine unit of the crazy hype, more than 20 stock trading, and even products and influenza outbreaks have no relationship between the relevant stocks are also the market to stir. Over time, the market speculation gradually return to rationality. Funds from the initial blindly sought after, and gradually the hype focus on the concept of "Tamiflu", which is the most popular is undoubtedly the production of "Tamiflu" raw materials of the Rhine living. From April 27 onwards, the stock's cumulative increase has reached 155.21%!　　Subsequently, by the state as "Tamiflu" intermediates reserve production enterprises of the sea is also subject to market funds sought after.　　With the market to "Tamiflu" the concept of full excavation, the direction of money speculation is gradually from "Tamiflu" to the diagnostic reagents and vaccines conversion. May 11, Daanki announced the development of a swine flu virus nucleic acid detection kit. News, the gene was immediately in pursuit of the market, the day the opening of the trading.　　Then the unit is continuously out of four trading board.　　June 4, the Drug Administration said that China is expected to produce the first influenza A (H1N1) vaccine at the end of July, a total of 11 influenza vaccine production enterprises can be put into production, a-share listed companies, Hua Lan Biology, the Temple of Heaven Living creatures and Sea King creatures ranked among them. News disclosure Day, three stocks opened up, Hualan Biology, the Temple of Heaven Life, Sea King of the highest increase in the day was once reached 9.77%, 8.08%, 8.01%.　　Sea King, which disclosed the progress of the 1 million-person swine flu vaccine production yesterday, has become one of the hot spots in the recent market chase. "There are signs that the hype about the concept of influenza is changing gradually, from the initial discovery of Tamiflu drugs to the gradual conversion of vaccines to humans," he said. "A market analystSaid。 Speculation capital State letter Shenzhen Calm Nine road strong lead "market hot shift, often with the promotion of funds close relationship, the direction of capital inflow will decide who will become the next hot spot." "A market person in this regard market funds on the subject-matter stock speculation."　　and the market three degrees of speculation on the concept of influenza stocks style, is also the result of the speculation of the idle money round. The first wave of two major business departments in the end of April this year, the initial outbreak of swine flu, ignited the enthusiasm of the hot money speculation, but at that time was not sure what the outbreak will affect the company, so they focus on the production of common drugs in the stock, PLO shares,　　The Rhine Biology and Shanghai medicine have become their "prey". According to the public trading information, in April 27, 28th two days, the famous trading board death squads state letter securities Shenzhen Nine Road sales department crazy to buy medicine unit, which accumulated buy on the real medicine 12.0816 million yuan,　　The Union pharmaceutical industry 3.3981 million yuan and the Sea King biology 6.1031 million yuan, then buys the Shanghai medicine massively 13.0816 million yuan. Led by the sales department, all the hot money is also recount, the Great Wall securities Nanning National Road Sales Department in 27, 28th, two days to buy Pu luo 23.62 million yuan, and 27-29 consecutive 3rd, crazy to buy Shanghai medicine 43.5542 million yuan, and state securities, nine road together set off speculation flu concept stocks first wave "wave　　, while the bank invested in Shenzhen Shennan Road, China Merchants Securities Shenzhen Yitian tax-free business building and Everbright Securities Shenzhen Shennan Central, such as the sales department has become the main "push hand" of speculation market.　　It is in the market hot money crazy hype, PLO shares in the 4 trading days from April 27, Rose 34.92%, Shanghai Medicine Rose 32.99%, the Rhine biological increase is reached an alarming 46.39%. The second wave of veteran death squads to fry many pharmaceutical stocks in the first crazy after the general rise have entered the oscillation adjustment period. Industry insiders believe that "the early big stagnation and the flu pandemic stimulation is the main reason for the whole red of the pharmaceutical stocks." But with further research, medical stocks may be split, and companies benefiting from flu outbreaks could be the focus of the next phase of capital Chase.　　"A lapse of 10th, in the early stage of speculation has not been particularly concerned about the gene suddenly continuously trading, the second blowing the concept of influenza speculation unit" horn.　　Everbright Securities Shenzhen Shennan Middle Road, as well as the state letter of the company's nine-way securities business department involved in the speculation, and the other two Shenzhen local sales department of the Bohai Securities Shenzhen Fu Zhong Road Sales department and China Merchants Securities Shenzhen Yitian tax-free commercial building also followed.　　Among them, Everbright Securities Shenzhen Shennan Road in the May 13 to 15th cumulative buy Tatsu ann gene up to 21.2181 million yuan, after the Galactic securities Baotou Wulanchabu Business Department of the 49.1371 million yuan. In addition to hype the gene, the early performance of the branch of the bio-Hua is also a financial concern, the veteran death squads Oriental securitiesShanghai Baoqing (now renamed Oriental Securities Shanghai Zhao Jia Bang Road) May 15 a day crazy to buy 107 million yuan, to promote the stock price soared the first major, and Everbright Securities Shenzhen Shennan Road sales department also bought 28.7607 million yuan, speculation is the motive of the two companies can develop influenza virus diagnostic reagents.　　The third wave of Shenzhen's nine-way comeback recently, when the flu concept stocks far away from the ordinary investors, the market sense of the country letter of the sensitive Securities company Nine road sales back, actively involved in the production of shikimic acid of the Rhine organisms, can produce influenza vaccine of the Sea King, and can produce diagnostic vaccine of the Ann gene.　　The sales department from June 11 to 15th cumulative buy Tatsu ann gene 21.3479 million yuan, from June 12 to 15th buy Rhine bio 5.7776 million yuan, in the June 15 buy Sea King Bio 6.2555 million, plus June 4 to the 8th to buy 19.3109 million yuan, the concept of influenza will be hype to play to the extreme. By its infection, the market also hot money again strong out, Oriental Securities Shanghai Zhao Jia Bang Sales department since June 4 for three consecutive trading days to buy the Chinese orchid biological 64.974 million yuan, GF Securities Liaoyang Democratic Road Sales department in June 16 to buy Rhine biological 19.164 million yuan, Bohai Securities Shanghai Zhangwu Road Sales Department on June 15 to buy Sea King biological 9.5299 million yuan, and so on, the concept of influenza stocks again Fry　　"In full swing". Future Opportunities 4 categories of 12 companies benefited Dongxing securities researcher Liqiushi said that in order to continue to grasp the theme of swine flu investment opportunities, it is necessary to the swine flu-related pharmaceutical industry chain and related companies to do a comb.　　The current listed companies related to influenza A (H1N1) prevention are mainly hualan organisms, the Temple of Heaven Biology, Sea King Biology, the listed companies involved in Influenza A (H1N1) diagnostic reagents are Tamiflu gene, Kehua biological, and the relevant companies involved in the treatment of "Tamiflu" are Rhine biology, marine pharmaceutical industry, Shanghai Medicine. East China Sea Securities researcher Bos said from the current point of view, the listed companies to a large extent to benefit from the influenza A (H1N1) listed companies are divided into the following categories, the first category for the direct benefit of the spread of influenza vaccine manufacturers, focusing on the orchid biological and Sea King Biology, the Temple of Heaven Life; the second type is the API　　Intermediates and pharmaceutical production enterprises, the relevant listed companies for the Rhine biology, Hai Zheng Pharmaceutical, Shanghai Medicine and on the real medicine; The third category is the clinical test reagent manufacturer, the related company is the an gene and the Kehua organism, the fourth category is has the Chinese medicine anti-virus concept the listed company, like the Baiyun Mountain, the Li Bead Group, the Kang Yuan medicine and so on. Bos that since the outbreak of influenza has been more than 1.5 months, the relevant speculation has gone through several waves, the relevant companies have accumulated a considerable increase in the large number of companies, pay attention to avoid risk.