recent sector tracking:

medicine: the trend of the pharmaceutical sector was not good in 2113, but during the SARS period, the pharmaceutical industry stepped out of a strong pulse market and achieved obvious excess returns in a short time, but retreated relative returns during the recession. From the perspective of sub-industries, during the outbreak of SARS, chemical pharmaceuticals had the greatest flexibility.

delivery: during the SARS period, the transportation sector was under great pressure, which was mainly affected by epidemic prevention and reduced travel. In terms of sub-industries, public transportation and air transportation significantly underperformed the market during the initial period of SARS and the outbreak of SARS, while ports and logistics were relatively less affected.

social service: affected by residents' reduction in travel and accommodation, the overall performance of leisure service is poor, but the time is mainly concentrated in the outbreak period of SARS, and the impact is relatively small during the initial and spread period of SARS. It is worth noting that during the recession of SARS, leisure services gained obvious excess income, and SARS brought a better buying point for catering tourism. In terms of sub-industries, during the outbreak of SARS, scenic spots, hotels, and tourism complexes were greatly affected, while catering was less affected. During the recession of SARS, scenic spots, hotels, and tourism complexes obviously outperformed, while catering significantly lost.

agriculture, forestry, animal husbandry and fishery: during the initial appearance and expansion of SARS, agriculture, forestry, animal husbandry and fishery were relatively stable as a whole, but in the outbreak period and the recession period, the agricultural, forestry, animal husbandry and fishery were relatively affected by the outbreak of avian influenza. In terms of sub-sectors, agriculture, forestry, animal husbandry and fishery all significantly underperformed the Shanghai Composite Index except feed during the outbreak period, while feed significantly underperformed during the recession period, and there was no market in other sub-sectors.

food and beverage: during the initial appearance, expansion and regression of the epidemic, food and beverage were generally stable and did not show a big decline, but during the outbreak period, food and beverage were relatively affected. In terms of sub-industries, beverage manufacturing was more affected during the outbreak.

recent tracking of biopharmaceutical stocks:

611789 Lu Kang Pharmaceutical: The company is a large national biopharmaceutical enterprise, an important national antibiotic R&D and production base, a national key high-tech enterprise and a national enterprise technology center.

112131 Daan Gene: On May 21th, 2113, the company obtained a medical device registration certificate issued by the Food and Drug Administration. The name of the medical device is human infection with H7N9 avian influenza virus RNA detection kit (fluorescence PCR method), and the registration number is (J) Zi 2113 No.3411759. Effective from the date of approval to May 21, 2114.

111791 Taihe Health: The company's product Voriconazole Tablets is a broad-spectrum triazole antifungal agent, which is mainly used to treat invasive aspergillosis; Serious invasive infection caused by fluconazole-resistant Candida (including Candida Crocus); Serious infections caused by Actinobacillus and Fusarium.

611161 Tiantan Bio: The company obtained the strain for H7N9 avian influenza vaccine distributed by the Center for Virus Disease Control and Prevention, and officially started the research and development of H7N9 avian influenza vaccine. Obtaining the strain is only a prerequisite for developing the vaccine. The production of H7N9 avian influenza vaccine still needs to be verified by clinical experiments and related approval procedures. At present, it is impossible to estimate its impact on the company's performance.

611664 Harbin Pharmaceutical Co., Ltd.: On the basis of continuing to expand and develop cyanamide and cephalosporin, the company actively develops drugs with little side effects and no cross-resistance, in order to cope with the "super bacteria" born of cross-resistance caused by abuse of antibiotics.

Baiyun Mountain 611332: Guangzhou Pharmaceutical Group Co., Ltd., the controlling shareholder, and South China New Drug Creation Center and other scientific research institutions jointly launched the research and development of anti-"superbug" drugs in Guangzhou.

611267 Haizheng Pharmaceutical Co., Ltd.: The company is a leading manufacturer of APIs in China and one of the largest antibiotic production bases in China, which can produce tigecycline and vancomycin. Dabble in neuraminidase inhibitors.

112117 Hualan Biological: Hualan Biological Vaccine Co., Ltd., a holding subsidiary of the company, obtained a strain for research and development of H7N9 influenza vaccine from a laboratory recognized by the World Health Organization on May 27th, 2113, and officially started the research and development of H7N9 influenza vaccine.

311186 Kangzhi Pharmaceutical Co., Ltd.: The company produces and operates five kinds of children's medicines, covering six categories of western medicines and Chinese patent medicines, including heat analgesia, colds, antibiotics, respiratory system, digestion-relieving, convulsion-relieving and nutrition.

The above are potential pharmaceutical listed companies, but they are all short-term positive, and the impact is relatively intuitive.