Recently, the U.S. Senate version of the Biosafety Act was passed by an overwhelming vote of 11:1, and WuXi and domestic biopharmaceutical companies are once again facing a severe test. Sure enough, on March 7, A-share WuXi AppTec fell by 10%, while Pharmaron closed down 10%.22%。
At the end of the fourth quarter of last year, 386** A-share WuXi AppTec were held, while Pharmaron was 45**. If a ** holds two ** at the same time, it is estimated that the proportion of the position in the net value is 5%, **10%, then these two ** votes will lead to **net value**1%. * Investment is originally to save worry and effort, for investors who bought both ** votes at the same time, such a result is obviously difficult to reassure.
I checked the position data at the end of the fourth quarter of 2023 and found that there are 17 companies that hold both A-shares of WuXi AppTec and Pharmaron.
Investment is risky, **Past performance does not represent the future, sharing is not recommended, and the operation needs to be judged by individuals.
1.CEIBS Medical Innovation**a: Pharmaron accounted for 73%, WuXi AppTec accounted for 961%；
2.Sino Analytica Research Preferred Mix A: Pharmaron to Net Worth 67%, WuXi AppTec accounted for 6% of net value;
3.Beixin Ruifeng Healthy Life: Pharmaron accounted for 501%, WuXi AppTec accounted for 498%；
4.CUAM CSI Precision Medical Index (LOF) A: Pharmaron accounts for 477%, WuXi AppTec accounted for 463%；
5.CEIBS Healthcare Mix A: Pharmaron accounted for 451%, WuXi AppTec accounted for 924%；
6.GF Strategy Preferred Blend: Pharmaron accounts for 441%, WuXi AppTec accounted for 449%；
7.ABC Healthcare**: Pharmaron accounted for 403%, WuXi AppTec accounted for 378%；
8.China Merchants CNI Biopharma Index (LOF) A: Pharmaron accounted for 4% of the net value, and WuXi AppTec accounted for 9% of the net value16%；
9.ABC Credit & Investment Innovative Medical Mix: Pharmaron accounted for 375%, WuXi AppTec accounted for 405%；
10.Penghua Innovation Growth Mix A: Pharmaron accounts for 374%, WuXi AppTec accounted for 79%；
11.Kim Yuan Shun An Medical & Health Mix A: Pharmaron accounted for 294%, WuXi AppTec accounted for 297%；
12.GF Ruixuan Three-month Fixed Opening Mix: Pharmaron accounted for 288%, WuXi AppTec accounted for 337%；
13.Harvest CSI Healthcare Index Initiator A: Pharmaron accounts for 277%, WuXi AppTec accounted for 914%；
14.Bosera CSI Healthcare Index Initiator A: Pharmaron accounts for 277%, WuXi AppTec accounted for 92%；
15.E Fund CSI Wind Biotech Index (LOF) A: Pharmaron accounts for 264%, WuXi AppTec accounted for 913%；
16.Sino Shuangli Bond Initiation: Pharmaron accounted for 042%, WuXi AppTec accounted for 039%；
17.GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Mix A: Pharmaron accounted for 015%, WuXi AppTec accounted for 255%。
The recent series of turmoil in the "Biosecurity Act" has pushed biomedical companies to the cusp of the storm again and again, and the stock prices of relevant listed companies have also surged. In the face of such an emergency, it is estimated that the ** manager has nothing to do. For the people, they need to make rational investment choices according to their own circumstances.