次新股異動 | 海普瑞逆市大升超11%,A股升停,美國開始招標儲備關鍵原料藥
uSMART友信智投8月6日消息,次新股海普瑞今日表現強勁,股價高開高走,升超11%,其A股更是封在升停板,升幅10.02%,報27.9元。
消息面上,有媒體稱,美國政府正在儲備可用於在未來大流行或國家緊急情況下用於生產基本藥品的原料藥(API),以期為美國藥物供應鏈增加一層保護。目前開始啟動肝素等原料藥招標儲備,基礎採購量為45.6萬億單位,另有867.2萬億為可選單位,收儲週期為5年。
2018年全球肝素需求量約為40萬億單位,供應端高度集中且主要在中國,中國出口量約20萬億。國內企業中,海普瑞19年銷量5.56萬億單位,是國內肝素領域龍頭企業。
受美國啟動肝素收儲消息刺激,A股肝素原料藥概念股全線上升。
此外,海普瑞於7月31日被正式調入深港通下的港股通股票名單,因港股股價較A股折讓較大,獲得深港通資金的持續流入。根據uSMART友信智投資料,今日深港通淨買入海普瑞H股152.4萬股,位居榜首。

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