The first batch of vaccines ETF (159643) were listed on the market to be active in the 100 billion -level blue ocean to be tapped

As the first batch of vaccines ETF (159643), it performed active after listing, with a turnover of about 240 million yuan in three trading days. Analysts said that they seize the vaccine industry investment opportunities under the trend of vaccine penetration, and they are optimistic about the vaccine sector.

Data show that the vaccine ETF tracks the national certificate vaccine and biotechnology index, which has a total of 50 ingredients stocks, which comprehensively covers the vaccine and biotechnology tracks. The company's business field belongs to the biotechnology industry, including biological products (vaccines, blood products, biopharmaceuticals, etc.), biological tests, biotechnology services and other segments. Select 50 sample stocks. According to the index company announced on August 19, the proportion of vaccine components in the State Cover Vaccine and Biotechnology Index does not less than 2/3.

As of August 19, the top ten heavy stocks in the vaccine ETF (159643) were: Watson Biology, Zhifei Biology, Changchun High -tech, Fosun Pharmaceutical, Wantai Biology, Hengrui Pharmaceutical, Hualan Biology, Kangtai Bio, Zhao Zhao Yanxin medicine, Tiger Medicine.

After the vaccine ETF (159643) was launched, the vacancy of the ETF market was filled. Vaccine as a segment section, and also had exclusive ETFs.

Statistics from Evaluate Pharma, a world-renowned pharmaceutical market research institution, shows that global vaccine sales revenue in 2017-2019 showed an increase year by year, reaching 32.5 billion US dollars in 2019. According to preliminary accounting of the Foresight Industry Research Institute, the global vaccine market in 2020 reached 41 billion US dollars, with an average annual growth rate of 14%.

Haitong Securities said that my country's vaccine market is still in the exploration and development period, and has high investment value. The experience of vaccine research and development and production has also brought new development opportunities to my country's vaccine industry. my country's vaccine industry is in a period of rapid growth. Most mainstream vaccines The product is supported by national policies, and its development prospects are considerable. The market's demand for vaccine products may gradually rise, and the corresponding sector has high investment value.

Haitong Securities predicts that the net profit of the vaccine sector from 2022-2023 is expected to continue to maintain high-speed growth. The current valuation is highly cost-effective and has high investment value.

Southwest Securities stated that epidemic vaccine stacking aggravated variety volume help sector continued to grow. HPV vaccine capacity has expanded and demand is strong. The 13 -valent pneumonia vaccine is added to the supplier, which is expected to achieve rapid volume. The remaining traditional varieties are expected to usher in recovery growth under the low base of 21 years. The heavy varieties have continued to grow high, and the competition pattern of research and management lines is still better in the short term.

Data show that the growth rate of the second category of seedlings from the domestic market from 2016 to 2020 is very high, 33.09%. The prediction growth rate of the second -class seedlings from 2020 to 2025 was 22.88%, and the forecast growth rate of the second type of seedlings from 2025 to 2031 was 10.87%. Far higher than the international level.

As of July 15, 2022, the price -earnings ratio of the vaccine index was 32.33 times, and the net ratio of the municipal ratio was 5.54 times. It was located at 2.11 percentage and 5.44 percentage levels since the release of the index. In the second half of the year, in the context of the relief of public health and control measures in various places, domestic medical and health needs are expected to continue to recover. In the middle and long term, with the major trend of import substitution, industrial upgrading, and acceleration of medical infrastructure, vaccines and biotechnology are expected to continue to improve.

For vaccine investment opportunities, investors can lay out vaccine leading stocks through vaccine ETF (159643).

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