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12倍“大妖”九安醫療熄火!還把新冠檢測概念股帶崩了
格隆匯 01-18 11:31

在連續第5次發佈風險警示函之後,市場矚目的50個交易日漲了12倍的世紀大妖股九安醫療也終抗不住了。

1月18日,九安醫療高開低走,盤中一度下跌9%,截至發稿,九安醫療下跌近5%,暫報78.2元,換手率超過22%,成交額更是高達了67億元。

概念之王都扛不住,一眾小弟肯定繃不住,在昨天原本就出現籌碼鬆動的新冠檢測、新冠特效藥、中藥等相關板塊,今天全部嘩啦啦大幅下跌,霸佔了今日A股跌幅排榜前列。

跌幅榜中,跌幅居前的主要還是前期遭到爆炒的新冠檢測和新冠特效藥,奧泰生物大跌20CM,板塊跌超10%的有近20家,其中迦南科技、海辰藥業、隴神戎發、廣生堂、山河藥輔、仟源藥業、美康生物等均跌超13%,還有大量個股跌幅超過5%。

風險堆積,潮水退去,多家前期蹭檢測概念而乘風飆漲的個股,在九安醫療連續發警示函之後,也自覺紛紛發佈風險警示公吿,或宣傳稱與九安醫療沒有業務合作,但依然躲避不了跟着大跌的命運。

其中,此前10個交易日大漲1.2倍的隴神戎發最新公吿稱,公司與九安醫療等公司均無任何合作關係,也暫無抗新冠方面的藥物研發計劃,最終刺激股價大跌,截止發文時間,股價大跌15.64%,報11.33元。

上週三天暴漲近50%的海順新材公吿稱與九安醫療業務合作佔比較小,未達信披標準。但今天股價截止發文大跌超13%。

達安基因在互動易上公吿稱,公司與九安醫療暫無業務合作,但今天截止發文股價大跌近8%。

就在前幾日,九安醫療強烈的賺錢效應讓股民有點飄。50個交易日累計漲超1280%,昨天九安醫療再度收穫第28個漲停。收盤,在互動易平台上,一股東喊話要捐款,希望公司拿這些錢獎勵員工,再接再勵。這無不表面,市場在九安的炒作情緒上達到極度亢奮的狀態。

值得注意的是,九安醫療股價一邊上漲,一邊利好消息湧出,更“凡爾賽”的是頻頻發佈大漲的風險提示。

今年已經發布四次風險提示,僅2022年,九安醫療4次發佈股票交易風險提示公吿。

公司在1月17日最新披露的公吿中表示,試劑盒產品的單月業績不代表全年業績,該產品的歷史業績也不代表未來業績。公司股價目前處於歷史高位,不排除未來有回落風險。

九安醫療同時針對美國疫情發展不確定性、市場競爭不確定性等方面提示八大風險,並特別指出,美國子公司與美國紐約州、馬薩諸塞州,以及美國衞生與公眾服務部的合同及訂單執行過程中受當地疫情、公司供應鏈能力等因素影響,可能存在無法如期或全部履行的風險。美國政府可以不需要理由在合同執行過程中要求停止執行,且取消後續採購,賣方需承擔相應的風險及可能產生的損失。

沉寂多年,一朝爆發,九安醫療吃盡了天時地利人和的紅利,這種行情,多年難遇。

但仔細撥開九安醫療近期在A股市場的光鮮外表,這依然是一家在疫情前主營業務多年虧損的公司,近期只是接着疫情反覆,接的訂單支撐。但隨着疫情逐漸平復、越來越多競爭者入局搶食蛋糕,公司成長性仍存疑。

擊鼓傳花的遊戲誰都懂,但誰都不願意相信,自己是鼓聲停息接到花的最後那一個。

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