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Kuang Le of Huatai Securities
After the sharp rise of the market yesterday, today's market has maintained a relatively low-key consolidation pattern. In the middle of the day, most stocks, including the weighted blue chips, generally fell back, but the callback range was basically within 5%, especially the ultra low price stocks, most of which were at the bottom, and the space for their decline was very limited, even it could be said that they could not fall. In the current situation of weak market atmosphere and unstable index trend, we believe that ultra low price stocks are a good haven instead. It is obvious from the increase list in recent trading days that the number of oversold low price stocks is in the majority, such as Jiangsu Kaiyuan Sanonda A These severely oversold stocks have gone out of the strong trend of continuous trading limit in recent trading days. At the same time, we also found a similar stock Purple Light Ancient Han Dynasty (000590), the technical graphics of this unit are very similar to those of Jiangsu Kaiyuan and Sanonda A, and the "Red Three Soldiers" at the bottom start up obviously, which can be closely watched in the future.
Purple light Guhan (000590) is the largest manufacturer of blood products in central and southern China. The company is one of the top 50 key enterprises of Chinese patent medicine industry in China, one of the largest manufacturers of western medicine preparations in China, and the largest manufacturer of blood products in central and southern China.
Recently, the company announced targeted additional issuance, and one of the projects to which the raised capital is invested is the Nanyue Pharmaceutical Project, which is mainly to purchase the plasma collection station, implement the technical transformation and expansion of the blood product production line, and research and development of new products. Relevant data show that since 2004, the industry supervision has been strengthened day by day, the operating costs of small and medium-sized blood products enterprises have greatly increased, and at the same time, they are facing a national shortage of plasma sources. Although the price of blood products has been rising all the way, by the end of 2006, there were less than 25 blood products enterprises in the normal production stage that had real plasma to invest in. In the future, the shortage of plasma supply is likely to further intensify. First, Ministry of Health According to the newly issued Management Measures for Plasma Collecting Stations, plasma stations will be included in GMP management in the future, and the plasma stations in the whole industry will implement GMP certification one by one; Secondly, SFDA requires to promote the "quarantine period" (i.e. the window period system) of raw plasma for blood products. The raw plasma needs to be placed for 90 days before being put into production, and the plasma sample of the plasma donor will be tested again Viruses It can be put into production only after passing the screening and testing. We expect that the window period system will directly reduce the plasma supply by 30%. The Nanyue Pharmaceutical Project invested by the company this time will enable the company to share the prosperity of the plasma industry to the greatest extent. On the secondary market, as an ultra low price stock, the rising trend of the stock has been basically established, and the future market is expected to usher in a retaliatory rebound, which deserves special attention.
Sina statement: The content of this article is purely the author's personal view, only for investors' reference, and does not constitute investment advice. Investors operate accordingly at their own risk.
