It's hard to say how big the “COVID-19 drug” market can be, but at a time when the domestic epidemic is still severe, the capital market is still optimistic.
On May 11, the Hong Kong A-share COVID-19 treatment concept was raised. On the Hong Kong side, Fosun Pharmaceuticals $FOSUN PHARMA (02196.HK)$Up more than 11%, Junshi Biotech rose more than 5%; in terms of A-shares, Xinhua Pharmaceuticals $Shandong Xinhua Pharmaceutical (000756.SZ)$, China Resources Shuanghe went up and down, Shanhe Pharmaceutical rose more than 12%, Fosun Pharmaceuticals, Shanghai Pharmaceuticals $SH PHARMA (02607.HK)$It rose more than 6%, followed by Yuekang Medical and Liansheng Chemical.
Although related concepts are constantly popping up, the most noteworthy one is China Resources Shuanghe. Previously, due to rumored collaboration with Real Life, China Resources Shuanghe's stock price rose 135% within two months. When China Resources Shuanghe took the real creature in the midst of popular demand, many shareholders shouted, “We'll just wait for the digital board next.” As of the closing of the market on the morning of the 11th, the total market value of China Resources Shuanghe had broken 38 billion yuan.
It is worth noting that China Resources Shuanghe is not the only company that has partnered with Real Life. On April 26, Xinhua Pharmaceutical issued an announcement stating that it had strategic cooperation with Real Biotech to win the production and distribution rights of azvudine. The stock price rose and stopped 10% on the same day. Since then, it has recorded 6 consecutive ups and downs.
Judging from the overall performance, China Resources Shuanghe's performance in the past two years is simply worrying.
According to public information, in 2020, China Resources Shuanghe's net profit attributable to shareholders of listed companies was about...