今日观察！A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.

四价流感疫苗价格战再起 金迪克加入战团 价格降至88元/支

北京，2024年6月14日 - 继沃森生物、华兰生物、迈博斯生物之后，金迪克也加入了四价流感疫苗的降价潮，将旗下四价流感病毒裂解疫苗价格下调至88元/支，这也是目前市场上最低的价格。

此次降价，使得四价流感疫苗的价格整体下降了30%左右，进一步降低了市民的接种成本。业内人士预计，随着更多企业的加入，四价流感疫苗的价格还将继续下降。

流感疫苗价格为何下降？

流感疫苗价格下降的原因主要有以下几点：

• 国家政策引导。 近年来，国家一直在鼓励和引导疫苗产业发展，并出台了一系列政策措施降低疫苗价格。例如，2020年，国家医保局印发了《关于完善流感疫苗价格机制有关问题的通知》，要求各地将流感疫苗纳入医保定价范围，并对疫苗价格进行年度监测和动态调整。
• 市场竞争加剧。 随着越来越多的企业获批生产流感疫苗，市场竞争日趋激烈。为了抢占市场份额，企业纷纷通过降价来吸引消费者。
• 生产成本下降。 随着技术的进步和生产工艺的改进，流感疫苗的生产成本有所下降。

流感疫苗接种率仍需提高

尽管四价流感疫苗价格已经大幅下降，但我国的流感疫苗接种率仍然较低。据统计，2022-2023年流感季节，我国流感疫苗接种率仅为15.4%，远低于欧美发达国家的水平。

专家呼吁，市民应积极接种流感疫苗，以降低流感疾病的发生率和传播风险。

接种流感疫苗有哪些注意事项？

• 接种时间。 流感疫苗的最佳接种时间为每年10月至12月。
• 接种人群。 6个月以上的人群都应接种流感疫苗，其中包括孕妇、老年人、慢性病患者、儿童等高危人群。
• 接种禁忌。 对鸡蛋、禽肉过敏者，或患有急性发热性疾病、严重慢性疾病的人群应慎用或暂缓接种流感疫苗。

金迪克简介

金迪克生物技术有限公司是一家专注于研发、生产、销售预防性疫苗的高新技术企业。公司拥有多条符合GMP标准的生产线，并拥有一支高水平的研发团队。公司产品包括四价流感病毒裂解疫苗、十三价肺炎结合疫苗、吸附破伤风-白破伤风-无细胞百日咳疫苗等。