In early trading today, the overall low opening of A shares fluctuated slightly. By the close of midday, more than 4100 stocks had fallen. The volume of transactions between the two markets fell further after falling below trillion yuan yesterday.SuperlottojackpotThe trend.
On the market, immunotherapy, coal, public transport, disperse dyes and other sectors led the rise, while artificial intelligence, online games, real estate, Huawei and other sectors led the decline.
The concept of immunotherapy is up and down collectively.
The concept of immunotherapy went against the trend in the morning, with the plate index soaring more than 6% in intraday trading, rising for the 10th day in a row, with half-day trading exceeding that of yesterday.
Guan Hao Biology, Kaileng Health (300272) both opened 20 per cent higher than the limit, while Vcanbio (600645), South China Biology, Chitianhua and other stocks also had a strong one-word seal.
Immunotherapy is to use the patient's own immune system to attack diseased cells, so as to achieve the purpose of treatment. Recently, there have been frequent new achievements in immunotherapy research in China.
Recently, Professor Zhang Lei and Yang Renchi from Hematology Hospital of Chinese Academy of Medical Sciences (Institute of Hematology, Chinese Academy of Medical Sciences) prospectively evaluated the efficacy and safety of umbilical cord mesenchymal stem cells in the treatment of refractory immune thrombocytopenia (ITP) for the first time in the world, providing a new treatment option for patients with refractory ITP.
The results showed that in the stages of dose increasing and dose expansion, the effective rate of umbilical cord mesenchymal stem cells in the treatment of ITP was 41%.Superlottojackpot.7% and 50Superlottojackpot.0%, the total effective rate is 44.4%. The study further shows that umbilical cord mesenchymal stem cells are effective and safe in the treatment of refractory ITP, which provides a new scheme for the treatment of ITP.
On May 3, researcher Zhang Xiaoming of Shanghai Institute of Immunology and infection of Chinese Academy of Sciences, Professor Gao Qiang of Zhongshan Hospital affiliated to Fudan University, Academician Fan Jia and Professor Guo Guoji of Zhejiang University published a research paper entitled "A blueprint for tumor-infiltrating B cells across human cancers" on Science, revealing two response modes of tumor infiltrating B cells and their effects on anti-tumor immunity. It provides an important basis for the development of new immunotherapy strategies.
At present, the global prevalence of autoimmune diseases is about 5% Mur8%, which is the third largest chronic disease after cancer and cardiovascular disease. Compared with the American market, there is still a big gap in the penetration rate of biopharmaceuticals between China and the United States. According to Frost Sullivan, biopharmaceuticals account for 68.6% of the autoimmune drug market in the United States, while the Chinese market is only 23.8%.
Frost Sullivan said that the number of people suffering from autoimmune diseases is expected to be more than 500 million in the world, with nearly 40 million people suffering from major autoimmune diseases in China. It is estimated that in 2025, the total size of China's autoimmune drug market will reach 8.7 billion US dollars, of which the market size of macromolecular biological drugs will reach 4.8 billion US dollars. Autoimmune drugs in China are in a rapid start, and the compound annual growth rate is expected to reach 28.1%.
Coal stocks go high against the trend.
In the morning, coal stocks also bucked the trend and opened high, with the sector index rising more than 3%, with half-day trading close to yesterday's all-day transaction. Jin control coal industry rose strongly, the stock price reached a new high in the past one and a half years, Lu'an Huaneng (601699), Yanzhou Mining Energy, Shaanxi Coal (601225), Orchid Kechuang (600123) and other top gainers.
In the first quarter, due to the decline in prices and other factors, the performance of coal stocks is generally not ideal. According to Citic Securities (600030), the average price of all kinds of coal fell by an average of about 7% month-on-month in the first quarter of this year and about 18% from a year earlier. Among them, the average market price of thermal coal in port 5500 kcal is about 906 yuan per ton, down about 20% from the same period last year and about 5% from the previous month.
Shenhua, the "No. 1 Coal Brother", achieved revenue of 87.6 billion yuan in the first quarter, an increase of 0.7% over the same period last year, and a net profit of 15.9 billion yuan, down 14.66% from the same period last year. Net profit of China Coal Energy fell by 30.55% in the first quarter.SuperlottojackpotThe net profit of Shaanxi coal industry fell by about 32.69%; the net profit of companies such as Panjiang (600395), Orchid Kechuang and Jizhong Energy (000937) decreased by more than 70% in the first quarter compared with the same period last year, and Dayou Energy (600403) recorded a loss of 270 million yuan.
However, after entering April, due to the rainfall in many areas in recent days, the recent safety accidents in the main producing areas have occurred from time to time, the strict degree of safety inspection in the mining area has not been reduced, the coal mines involved have stopped production, and the coal price V-shaped reversal. The main contract of coking coal futures rose 15.77% in April, recovering all the decline in the first quarter, while the main contract of coke futures also rose 13.63% in April.
On May 7, the markets in Shandong, Luliang, Xingtai and other places planned to raise coke prices again, with wet quenching by 100 yuan per ton and dry quenching by 110 yuan per ton, starting from 00 o'clock on May 8, and the fifth round of coke price increases officially opened.
Guohai Securities said that in the process of energy transformation, the need to protect the smooth operation of the energy system, safe and stable and low-cost coal power is undoubtedly a better choice. It is expected that in the next few years, the coal industry will still maintain a tight balance, with high asset quality and abundant cash flow on the account. listed coal companies show five high characteristics of "high profit, high cash flow, high barrier, high dividend and high margin of safety". It is suggested to play down the short-term fluctuation of coal price and grasp the value attribute of coal plate.
