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Break 1 billion doses! China's new crown vaccination "speeds up", these two vaccine leading stocks have increased by more than 100% in two months!

Release Time:2021-07-01 Topic:The first leading stock of new crown vaccine Reading:247 Navigation:Stock Liao information > International > Break 1 billion doses! China's new crown vaccination "speeds up", these two vaccine leading stocks have increased by more than 100% in two months! phone-reading

According to the report of the National Health Commission on June 20, as of June 19, 2021, 31 provinces (autonomous regions and municipalities directly under the Central Government) and Xinjiang Production and Construction Corps have reported cumulative inoculation of new crown virus The vaccine was 101048.9 million doses.

From 100 million doses to 200 million doses for 25 days, from 200 million doses to 300 million doses for 16 days, from 300 million to 400 million for 9 days, from 400 million to 500 million for 7 days... Since the end of April, China's vaccination has continued to "accelerate."

Watch the "China Speed" of vaccination in 24 seconds ↓↓↓

In addition to supplying a large amount of domestic demand, China's new crown vaccine has also increased foreign aid and exports. Chinese Foreign Ministry spokesperson Zhao Lijian stated on June 16 that China has provided more than 350 million doses of vaccine to the international community, including vaccine assistance to more than 80 countries and export of vaccines to more than 40 countries.

Corresponding to the acceleration of domestic vaccination, the recent performance of the leading A-share new crown vaccine stocks is very eye-catching. The share prices of the two leading stocks of Kangsino (688185) and Fosun Pharma (600196, shares) (600196) have increased by more than 100% in more than two months.

China is the first to complete 1 billion doses of vaccination. What's next?

According to the brokerage China, from the latest total vaccination doses in various countries, the total global vaccination doses are close to 2.5 billion doses, while the total number of vaccination doses in China exceeds 1 billion doses. Ranked first, accounting for more than 40% of the global total. The United States ranked second with a total inoculation volume of more than 300 million doses; India ranked third with a total inoculation volume of 250 million doses. The fourth to tenth places are Brazil, Britain, Germany, France, Italy, Mexico and Turkey.

In total, the number of COVID-19 vaccination in China with more than 1 billion doses is more than three times that of the United States. Exceeds the sum of the vaccination doses of the 10 countries from the 2nd to the 11th.

The vaccination rate of major countries in the world (Source: Wind)

As can be seen from the average inoculation amount data on the 7th in the above figure, the vaccination rate in China has risen rapidly after the end of April, showing a steep curve. In contrast, vaccination in other major countries has basically maintained a relatively low and steady rate.

What is the scale of vaccination in various provinces in China? According to incomplete statistics, since June, the regions that have announced more than 30 million inoculations include Guangdong, Shandong, Hubei, Beijing, Sichuan, Shanghai, Yunnan and other places. Among them, Guangdong has the highest inoculation volume in the country, exceeding 80 million doses as of June 10, and the newly announced inoculation doses in Shenzhen and Guangzhou have exceeded 17 million doses and 17.13 million doses respectively.

In addition, as of June 18, Beijing had vaccinated a total of 33,715,400 doses, covering a population of 17.975 million; as of June 9, Shanghai had vaccinated a total of 30,249,200 doses.

After reaching this milestone, what is the next goal of China's vaccination work?

At a forum in early March this year, Academician Zhong Nanshan once revealed that China plans to increase the COVID-19 vaccination rate to 40% by the end of June this year.

According to the 21st Century Business Herald, at the Boao Forum for Asia Global Health Forum held earlier this month, Zheng Zhongwei, head of the vaccine research team of the Joint Prevention and Control Mechanism Research Group of the State Council, revealed that my country’s vaccine production capacity will reach this year. 5 billion doses, the output exceeded 3 billion doses, and the number is still increasing with the efforts of the enterprise. While meeting domestic demand, as of the end of May, China had supplied 300 million doses of vaccine to the world. Two vaccines produced by Sinopharm Zhongsheng Beijing and Kexing Zhongwei were included in the World Health Organization's emergency use list.

For those with 1.4 billion peopleAs far as China is concerned, vaccination of 1 billion doses of vaccine is only the first step in building an immune barrier. Feng Duojia said that my country is expected to complete at least 70% of the target population before the end of this year. Zhong Nanshan has previously stated that to achieve herd immunity, assuming a vaccine protection rate of 70%, China needs a vaccination rate of 83.3%; assuming a vaccine protection rate of 80%, China needs a vaccination rate of 72.9%.

China has provided more than 350 million doses of vaccine to the international community

Due to the ups and downs of the global epidemic, China is still increasing overseas assistance and exports of the new crown vaccine despite the huge needs of its own, which demonstrates the responsibility of a major country.

Chinese Foreign Ministry spokesperson Zhao Lijian said at a regular press conference on June 16 that China has provided more than 350 million doses of vaccines to the international community, including vaccine assistance to more than 80 countries. More than 40 countries export vaccines. At the same time, China has carried out technology transfer and cooperative production with many developing countries, and has rapidly promoted mass production of vaccines. China has announced that it will provide the first batch of 10 million doses of vaccine to the "New Crown Vaccine Implementation Plan", which is clearly used in the urgent needs of developing countries. China will continue to make efforts for equitable access to vaccines in developing countries.

Zhao Lijian also stated that China has always implemented the declaration of vaccines as a global public product with practical actions. Since the outbreak of the new crown pneumonia epidemic, China has adhered to the concept of promoting the construction of a community with a shared future for mankind and a community of health and health, and has made important contributions to achieving the availability and affordability of vaccines in developing countries.

At present, the two vaccines of Sinopharm and China Kexing have been included in the "emergency use list" of the WHO, which fully proves the safety, effectiveness, convenience, and accessibility of China's vaccines International recognition also means that Chinese vaccines will bring new solutions to bridging the global "immune gap". China's sincerity is obvious to all in fulfilling its promise of vaccines as a "global public product" with practical actions.

According to foreign media reports, Brazil, a major South American country, is planning to purchase 60 million doses of China Cansino Biotech Co., Ltd.'s new crown vaccine, which will be delivered in the third and fourth quarters of 2021. Previously, in order to contain the epidemic, the Brazilian authorities have approved the emergency use of the Chinese Coxing vaccine and launched vaccination across the country.

Not long ago, the Ministry of Health of Argentina, another major South American country, has also approved the emergency use of China's Cansino bio-new crown vaccine in the country to promote a large-scale vaccination plan.

Cansino new crown vaccine is an adenovirus vector vaccine jointly developed by the Academy of Military Medicine of the Chinese Academy of Military Sciences and Cansino Company. At present, this vaccine has obtained emergency use licenses in Mexico, Pakistan, Hungary, Chile, Argentina and other countries.

New crown vaccine leading stocks have performed strongly recently

Affected by the repeated outbreaks of the global new crown virus in different regions and the continuous increase in the demand for new crown vaccination, the leading A-share new crown vaccine stocks have also performed very strongly recently.

As the pure leader of the new crown vaccine, CanSino A shares (688185) have launched a strong rise since mid-April, and the stock price has continuously set new highs since its listing, from 328 yuan to June 18 693 yuan, a cumulative increase of more than 110% in two months.

The recent trend chart of Kansino A shares

Fosun Pharma's (600196) growth is also amazing. Its share price soared from 36.67 yuan at the end of March to 73.16 yuan on May 14, an overall increase of more than 100%. Recently, the company's stock price has been corrected, and the latest closing price was 62.70 yuan.

Fosun Pharma's recent stock price trend chart

The recombinant new crown vaccine of Zhifei Biological (300122, stock bar) announced on March 17 that it obtained the domestic emergency use authorization, and there has been a significant increase. However, due to the company's previous overall increase, there has been a callback recently. Jiang Rensheng, chairman of Zhifei Biotech, said at the shareholders meeting on June 10 that the current supply of the new crown vaccine developed and produced by the company is in short supply, and there are people waiting for it every day. While increasing production capacity, it will also consider younger age groups and inhaled vaccines. Expansion.

Judging from the performance of stock prices, these companies’ gains are in line with the acceleration of China's vaccine vaccination period since April. According to statistics from a brokerage China reporter, there are 11 stocks in the biovaccine sector that have risen by more than 30% since April.

The bio-vaccine sector has ranked among the top stocks for gains since April (data source: Wind)

(Statement:The content of this article is for reference only, not as an investment basis. Investors operate accordingly at their own risk. )

Editor|Cheng Peng Xiao Yong

Proofreading|Duan Lian

Source of cover image: Visual China (000681, stock bar)

This article was first published on WeChat public account: Daily Economic News (blog, Weibo). The content of the article is the author's personal opinion and does not represent the position of Investors operate accordingly at their own risk.

(Editor in charge: Wang Zhiqiang HF013)

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Label group:[Leading stock] [vaccine] [Fosun Pharma

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