Guangdong outbreak of nearly 5000 cases of dengue fever cases vaccine stocks or be stir - Silicone manufacturers the opportunity-Iota

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Guangdong outbreak of nearly 5000 cases of dengue fever cases vaccine stocks or be stir - Silicone manufacturers the opportunity

Guangdong outbreak of nearly 5000 cases of dengue fever cases vaccine stocksor are fried

Despite yesterday's market experienced a sharp decline, but close to 5000 cases of dengue fever in Guangdong, has some support for the underlying sharesseveral vaccine related concept of the company, the market rose.

Yesterday, the sharp fall in the market circumstances, much home vaccineconcepts related to corporate performance are good, the Lukang Pharmaceutical(600789.SH) rose 5.22%, led the entire plate; in addition, David gene(002030.SZ) rose 0.71%, Haiwang Biology (000078.SZ) rose 1.44%, city of Victoria biological (000518.SZ) rose 1.8%, but after Chonggao, correlationshares in both follow the stock market have callback.

According to the Xinhua News Agency reported, from the Guangdong provincial CDC to know, up to 19 days of zero hour, the province reported a total of 4800cases of dengue fever cases, Guangzhou still maintain the multi regional sustained disease state, Foshan, Zhongshan, Jiangmen, Zhuhai etc. appearclustered cases spot epidemic. But the spread of "Guangzhou more than twocases of dengue fever patients with severe dengue fever caused by death",whether need experts to make further identification of death.

Guangzhou CDC director Wang Ming think, this year is the last ten years the dengue fever epidemic peak year. According to expert analysis, this year,Singapore, Thailand, Laos and other Southeast Asian countries of dengue fevercontinued active, Guangdong Province recently appeared and rainy climate,suitable for mosquito breeding, has gradually entered the dengue fever mosquito borne infectious diseases high season, when the local area had infection cases,there may be increases in succession of dengue fever cases.

Southern China a well-known brokerage industry analyst thinks, A shares the concept of the vaccine stocks will continue to be pursued, the production of antiviral drug companies can also sustained attention; at present, whether it isAfrica Ebora virus, dengue fever or Guangdong area, has continued to spreadand diffusion trend, being difficult to control, is expected in the coming winterunderlying shares have, turns up the chance.

But there is also a Guangzhou private persons to the "First Financial Daily" the reporter says, look at present although the spread of dengue fever is faster, but it belongs to the summer's characteristic, is expected in October with the cooler weather, the spread of dengue fever will slow down; on the other hand, vaccine related shares this year because of the various aspects of Africa Ebolaoutbreaks and other reasons, the early has been much speculation, the currentupward and then speculation space is not too large.

In the A shares on the market shares of Chinese medicine, currently associated with vaccine concepts including shares Haiwang biology, Lukang Pharmaceutical,Lianhuan pharmaceutical, David gene, Sihuan bioengineering; in addition, the A shares in Xin'an stock listing Corporation include involving pesticides, superior chemical, biochemical, blue mountain shares Jiang feng.

Northeast Securities that, since the second half of this year, medicine plateinternal differentiation. The blue chip stock performance of traditional medicine in the doldrums, but some non mainstream low market value of stocks is due toacquisitions and subject matter of speculation and other factors is driven; the appearance of this pattern, mainly due to corruption, health care medicinecontrol fees and drug bidding slowly and other factors, the fundamentals of pharmaceutical industry did not exceed the expected performance. QiluSecurities that, in the second half of the macro monetary policy under pressure,from the beginning of September the capital market will appear a large adjustment, while medicine plate as deterministic defensive varieties, the investment value will rapidly become.