Organization rotation hepatitis B concept shares discard heavy beer to take wide medicine

Guangzhou Pharmaceutical Industry (600332, close 21.91 yuan) stock price recently strong surge, thrust is still a share market for many years to tell the subject: Hepatitis B vaccine. Earlier, the story of Chongqing Beer (600132, closing at 53.48 Yuan) had no result, and similar stories happened again.　　Recently, a study of CIC securities suddenly broke out in Guangzhou pharmaceutical treatment of hepatitis B vaccine Phase 2 clinical results are good, is expected to enter the 2 phase B clinical. Canton pharmaceutical Industry in the last 3 trading days ago, has pulled out two trading board, and in 2011 The first trading day, the plate again trading, close still rose 5.9%, refresh record highs.　　At the same time, the former hepatitis B vaccine concept leading Chongqing beer shares plunged 9.76% yesterday, closed down 3.52%, and from last year's high 79.98 yuan, the share price in less than 2 months decline to 30%. "It shows that there is money in the evacuation of the heavy beers and the choice goes into the broad-spectrum medicine."　　A senior market personage analyzes the daily economic news reporter.　　Hepatitis B vaccine is a freak. As a Chinese medicine company, the recent soaring price of Guangzhou pharmaceutical industry, because of the addition of a pair of invisible wings-this is the market for many times the mad treatment of hepatitis B vaccine. December 31, 2010, CIC Securities in a study called "The future growth of vaccine business," said the company's current production capacity of about 1 million dog vaccine, estimated about 500,000 this year, the future sales bullish; In addition, the company's treatment of hepatitis B vaccine phase 2 A clinical result is good,　　It is expected to enter Phase 2 B clinically shortly. "The effect is OK. "CIC Securities and pharmaceutical industry analyst Yufang to reporters, Canton pharmaceutical treatment of hepatitis B vaccine clinical trials in the future there are 2 phases B and 3, short-term will not contribute to performance."　　Calmly Medical series fund manager Jang Guangze also confirmed the wide drug treatment of hepatitis B vaccine. Earlier, Chongqing beer because of the development of therapeutic hepatitis B vaccine, in 2010 years the highest rise of more than twice times.　　From the pure main business fundamentals, Canton Medicine is obviously stronger than heavy beer, combined with the progress of hepatitis B vaccine news, so that the company's share price doubled.　　Agency rotation new and old company capital market has always been "only a new smile, that see the old people cry."　　Hepatitis B vaccine concept of the old leader of Chongqing beer after the fall on November 17, 2010, the share price such as sitting on the roller coaster, less than 2 months, the largest decline of nearly 30 yuan. In Chongqing, the price of beer peaked on the day, Guangzhou pharmaceutical stock prices are miraculously bottomed. November 17, Guangzhou Pharmaceutical industry fell 6.64%, starting from 18th, the company's share price pulled out 6 consecutive Yang line, and then continued to record new highs.　　Is this the organization in the new and old treatment of hepatitis B concept stocks on the rotation? "I'm more bullish on broad-spectrum vaccines.　　Jang Guangze clearly said, in addition, Canton Pharmaceutical Group "Twelve-Five" Planning grand, can be implemented strong, the development of space is huge, compared to hepatitis B vaccine, this is a bigger aspect. A private-equity man points to the rotation of the agency, saying that the technical route of heavy beer is more than the broad drugEasy, the clinical process is fast, but the technical route of broad-spectrum medicine is more thorough, the rate of conversion is higher, the resistance is stronger, the safety is better.　　Related news recall Wang Ji as one of the largest Chinese patent medicine production base, as well as the largest pharmaceutical commercial enterprises in southern China, Guangzhou pharmaceutical industry in the third quarter of 2010 disclosed the performance has exceeded the 2009. The company has Wang Old Ji, Jing Xiu Tang, Pangao, etc., including a number of hundred-Year-old brand, of which the national Traditional Chinese medicine protection varieties have 40.　　Guangzhou pharmaceutical company subsidiary in 2009 sales of 11.3 billion yuan, is one of the country's four major pharmaceutical businesses. The most lucrative brand is Wanglaoji. Late last year, the market rumors, the Canton medicine will be from Gado hands to recover the red pot Wanglaoji, the two companies have been in a huff. The red Pot King old auspicious sells tens of billions of dollars each year, the profit exceed 1 billion yuan.　　At present, the fee charged to Gado is only millions of yuan a year. Yufang said, Gado operation is very successful, can you do well after the medicine is recovered? So it should be the best plan to cooperate or raise the rent.