Group 1: Industry Overview - The animal vaccine sector has seen a significant rise, with a market increase of approximately 2.91% as of July 16, 2023 [1] - The animal vaccine market is divided into two main categories: pet vaccines and livestock vaccines [1] - The pet vaccine market is experiencing rapid growth, driven by an increase in pet ownership and rising consumer spending, with the market size expected to exceed 345.3 billion yuan in 2024 [1] - The penetration rate of pet vaccines remains low, indicating substantial growth potential as pet owners become more health-conscious [1] Group 2: Livestock Vaccine Insights - In the context of the current "anti-involution" trend in pig farming, about 30% of pig companies have achieved over 50% of their annual output targets [2] - Major pig companies are implementing policies such as reducing breeding sows and controlling weight to enhance efficiency and disease prevention [2] - The demand for vaccines is expected to grow steadily alongside the development of the livestock industry, particularly due to the need for disease control against outbreaks like African swine fever [2] Group 3: Company Profiles - **Shengwu Co., Ltd.**: Focuses on the research, production, and sales of veterinary biological products, including vaccines for pigs, ruminants, poultry, and pets [2] - **Reap Bio**: A high-tech enterprise dedicated to providing solutions for disease prevention, treatment, and healthy breeding in the animal health industry [2] - **Kexing Pharmaceutical**: Engaged in animal vaccine research and development with a focus on zoonotic disease prevention [3] - **Puleke**: Specializes in the research, production, and sales of veterinary biological products and chemical drugs [4] - **Zhongmu Co., Ltd.**: Offers a wide range of vaccines, including poultry, veterinary, and special vaccines, with nearly 170 varieties [4] - **Shenlian Bio**: Primarily involved in the research, production, and sales of veterinary biological products, with pig vaccines as a major revenue source [4] - **Haizheng Pharmaceutical**: Its subsidiary focuses on the research, production, and sales of veterinary biological drugs [5] - **Haili Bio**: Engages in the research, production, and sales of animal vaccines [6]

Market Overview - The market experienced fluctuations with all three major indices showing slight declines, with the Shanghai Composite Index down by 0.03%, the Shenzhen Component down by 0.22%, and the ChiNext Index also down by 0.22% [1] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 1.44 trillion yuan, a decrease of 170 billion yuan compared to the previous trading day [1] Sector Performance - Pharmaceutical stocks surged against the market trend, with over ten stocks, including Lianhuan Pharmaceutical, hitting the daily limit [1] - Robotics concept stocks strengthened again, with Zhejiang Rongtai also reaching the daily limit [1] - Animal vaccine concept stocks were active, with Bio-Pharmaceuticals hitting the daily limit [1] - In contrast, PCB concept stocks underwent adjustments, with several stocks, including Shenzhen South Circuit, falling over 5% [1] Leading and Lagging Sectors - The sectors with the highest gains included animal vaccines, chemical pharmaceuticals, innovative drugs, and humanoid robots [1] - The sectors with the largest declines included insurance, steel, PCB, and rare earth permanent magnets [1]

Group 1 - The concept of China-South Korea Free Trade Zone has seen a rise of 2.30%, ranking second among concept sectors, with 8 stocks increasing in value, including Lianyungang which hit the daily limit, and Huaguang Yuanhai, Qingdao Jinwang, and Rizhao Port showing notable gains of 26.88%, 3.41%, and 1.87% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 147 million yuan, with Lianyungang leading the net inflow at 180 million yuan, followed by Qingdao Jinwang, Qingdao Shuangxing, and Langzi Co., which received net inflows of 68.51 million yuan, 15.67 million yuan, and 14.28 million yuan respectively [2][3] - In terms of fund inflow ratios, Lianyungang, Chunxue Food, and Liaogang Co. had the highest net inflow rates of 11.08%, 5.63%, and 3.36% respectively [3] Group 2 - The stocks with the largest declines included Xinhua Jin, Haicheng Bangda, and Haodangjia, which fell by 9.34%, 3.27%, and 0.85% respectively [1][4] - The trading volume and turnover rates for the stocks in the China-South Korea Free Trade Zone concept varied, with Lianyungang showing a turnover rate of 18.09% and Qingdao Jinwang at 35.94% [3]

Group 1 - The animal vaccine sector increased by 1.35%, ranking fourth among concept sectors, with 13 stocks rising, including Kexing Pharmaceutical, Kanghua Biological, and Dongfang Biological, which rose by 7.40%, 6.06%, and 5.85% respectively [1][2] - The leading stocks in terms of net inflow of main funds include Tiankang Biological with a net inflow of 17.69 million, followed by Dongfang Biological, Dabeinong, and Haizheng Pharmaceutical with net inflows of 17.19 million, 7.87 million, and 5.25 million respectively [2][3] - The main fund inflow rates for Dongfang Biological, Haili Biological, and *ST Xianfeng are 9.15%, 6.15%, and 5.51% respectively [3] Group 2 - The top gainers in the animal vaccine sector include Kexing Pharmaceutical with a rise of 7.40% and Kanghua Biological with a rise of 6.06%, while the biggest losers include Weilan Biological, Jinhai Biological, and Plai Ke, which fell by 1.82%, 1.26%, and 1.08% respectively [1][4] - The overall net outflow of main funds from the animal vaccine sector was 4.75 million, indicating a mixed sentiment among investors [2]

Core Viewpoint - The animal vaccine sector has shown a significant increase, with a 4.00% rise, ranking third among concept sectors, driven by notable gains in several stocks [1][2]. Group 1: Sector Performance - As of May 20, the animal vaccine concept increased by 4.00%, with 19 stocks rising, including *ST Xianfeng, which hit the daily limit, and others like Kexing Pharmaceutical, Ruipu Biological, and Kanghua Biological, which rose by 15.56%, 8.41%, and 6.70% respectively [1][2]. - The animal vaccine sector was among the top-performing sectors, alongside cultivated diamonds and pet economy, which rose by 4.10% and 4.08% respectively [2]. Group 2: Capital Inflow - The animal vaccine sector saw a net inflow of 67 million yuan, with 13 stocks receiving net inflows, and 6 stocks attracting over 10 million yuan in net inflows [2]. - Jinhe Biological led the net inflow with 36.88 million yuan, followed by Kexing Pharmaceutical, Dabeinong, and Plk, which received net inflows of 15.38 million yuan, 13.79 million yuan, and 13.60 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - Stocks such as *ST Xianfeng, Kexing Pharmaceutical, and KQ Biotech had the highest net inflow ratios, at 14.17%, 6.56%, and 5.52% respectively [3]. - The top stocks in terms of capital inflow included Jinhe Biological with a turnover rate of 18.22% and a daily increase of 4.40%, and Kexing Pharmaceutical with a turnover rate of 3.46% and a daily increase of 15.56% [3][4].

Group 1 - The animal vaccine sector saw an increase of 1.28%, ranking 8th among concept sectors, with 13 stocks rising, including Reap Bio, Blue Biological, and Yongshun Biological, which rose by 6.01%, 4.42%, and 4.36% respectively [1][2] - The leading stocks in terms of net inflow of main funds were Reap Bio with a net inflow of 9.98 million yuan, followed by Tiankang Biological, Kexing Pharmaceutical, and Biological Shares with net inflows of 9.45 million yuan, 5.12 million yuan, and 1.64 million yuan respectively [2][3] - The main fund inflow ratios were led by Shunlian Biological, Kexing Pharmaceutical, and Tiankang Biological, with net inflow ratios of 7.59%, 5.97%, and 5.13% respectively [3] Group 2 - The stocks with the largest declines included *ST Xianfeng, Haili Biological, and Ronioushan, which fell by 4.97%, 0.72%, and 0.66% respectively [1][4] - The overall trend in the animal vaccine sector indicates a mixed performance, with some stocks experiencing significant gains while others faced declines [1][4] - The trading volume and turnover rates varied significantly among the stocks, with some showing high turnover rates despite negative price movements [4]