{"id":211453,"date":"2022-12-25T19:58:57","date_gmt":"2022-12-25T19:58:57","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=211453"},"modified":"2022-12-25T19:58:57","modified_gmt":"2022-12-25T19:58:57","slug":"ironiile-bursei-actiunile-companiilor-farmaceutice-si-funerare-cresc-dupa-valul-de-covid-din-china","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=211453","title":{"rendered":"Ironiile bursei: Ac\u0163iunile companiilor Farmaceutice \u015fi Funerare cresc dup\u0103 valul de COVID din China"},"content":{"rendered":"<p>\nProduc\u0103torii de bere \u015fi companiile aeriene chineze revin \u015fi ele \u00een vog\u0103 odat\u0103 cu ridicarea restric\u0163iilor, titreaz\u0103 Financial Times.<\/p>\n<p>\nAc\u0163iunile produc\u0103torilor de medicamente, fabricilor de bere \u015fi serviciilor funerare chineze au revenit, investitorii \u00eencerc\u00e2nd s\u0103 profite de un val de ie\u015fire din pandemia de covid, pe m\u0103sur\u0103 ce cea mai populat\u0103 \u0163ar\u0103 din lume relaxeaz\u0103 restric\u0163iile.<\/p>\n<p>\n\u00cen ultima s\u0103pt\u0103m\u00e2n\u0103, o mul\u0163ime de companii farmaceutice chineze s-au num\u0103rat printre cei mai mari perfomeri la bursele din Hong Kong, Shanghai \u015fi Shenzhen.<\/p>\n<p>\nPe fondul a\u015ftept\u0103rilor privind cre\u015fterea cererii de medicamente pentru febr\u0103 \u015fi alte medicamente, ac\u0163iunile companiilor farmaceutice Guangzhou Baiyunshan Pharmaceutical \u015fi Hualan Biological Engineering cotate la burs\u0103 au c\u00e2\u015ftigat fiecare peste 10% \u00een ultimele cinci zile de tranzac\u0163ionare, \u00een timp ce Shanghai Fosun Pharmaceutical a crescut cu 7%.<\/p>\n<p>\nShijiazhuang Yiling Pharmaceutical, care produce tratamentul pe baz\u0103 de plante Lianhua Qingwen, aprobat de guvern, a crescut cu 11% \u00een aceea\u015fi perioad\u0103.<\/p>\n<p>\nAsta compar\u00e2nd cu o sc\u0103dere de 0,3% a indicelui CSI 300 al ac\u0163iunilor listate la Shanghai \u015fi Shenzhen.<\/p>\n<p>\nGoana a fost declan\u015fat\u0103 de mi\u015fcarea pre\u015fedintelui Xi Jinping de s\u0103pt\u0103m\u00e2na trecut\u0103 de a renun\u0163a la strategia sa zero-Covid de testare \u00een mas\u0103, carantine la nivel de ora\u015f \u015fi urm\u0103rire informatic\u0103 a contac\u0163ilor.<\/p>\n<p>\nSchimbarea strategiei a dus la cel mai mare val de cazuri de coronavirus din China de c\u00e2nd a \u00eenceput pandemia \u00een Wuhan, China central\u0103, \u00een urm\u0103 cu aproape trei ani. Decizia a st\u00e2rnit temeri cu privire la o cre\u015ftere a deceselor \u015fi a spitaliz\u0103rilor, \u00een special \u00een r\u00e2ndul zeci de milioane de chinezi \u00een v\u00e2rst\u0103 care nu au primit cele trei doze de vaccin necesare pentru o protec\u0163ie suficient\u0103.<\/p>\n<p>\nDe asemenea, decizia a atras investitori la Fu Shou Yuan International, cu sediul \u00een Shanghai, cel mai mare furnizor de servicii funerare \u015fi v\u00e2nz\u0103tor de terenuri funerare din China.<\/p>\n<p>\nGrupul cotat la Hong Kong a crescut cu 6% fa\u0163\u0103 de acum o s\u0103pt\u0103m\u00e2n\u0103 \u015fi cu 60% de la sf\u00e2r\u015fitul lunii octombrie. \u00cenainte de schimbarea politicii, anali\u015ftii au spus c\u0103 firma a fost blocat\u0103 o mare parte a anului trecut. Restric\u0163iile privind circula\u0163ia \u00een China au \u00eensemnat c\u0103 oamenii p\u0103strau cenu\u015fa rudelor \u00een timp ce a\u015fteptau redeschiderea activit\u0103\u0163ii.<\/p>\n<p>\nAl\u0163i performeri includ compania low-cost Spring Airlines \u015fi compania na\u0163ional\u0103 Air China, care vor beneficia de eliminarea restric\u0163iilor de c\u0103l\u0103torie, precum \u015fi trei fabrici de bere \u015fi produc\u0103torul de purificatoare de aer Midea.<\/p>\n<p>\nRory Green, economist la grupul de cercetare TS Lombard, a spus c\u0103 sf\u00e2r\u015fitul strategiei zero-Covid a fost \u201eo afacere din ce \u00een ce mai aglomerat\u0103\u201d \u015fi c\u0103 \u201eun pariu mai bun\u201d ar putea fi pozi\u0163ionarea pentru economia post-Covid.<\/p>\n<p>\nGreen a ad\u0103ugat c\u0103 este posibil ca pie\u0163ele bursiere s\u0103 treac\u0103 prin trei faze, mai \u00eent\u00e2i redres\u00e2ndu-se \u00een jurul schimb\u0103rilor imediate de politic\u0103, urmat\u0103 de o perioad\u0103 mai slab\u0103 de \u201ereducere a riscului\u201d pe m\u0103sur\u0103 ce valul de ie\u015fire din Covid se extinde \u015fi activitatea economic\u0103 dezam\u0103ge\u015fte. Faza final\u0103 este \u201eriscul\u201d &nbsp;la revenire, deoarece sentimentul pozitiv se formeaz\u0103 din nou \u00een urma redeschiderii.<\/p>\n<p>\n\u201eSuntem \u00een prezent \u00een faza 1\u201d, a spus el, ad\u0103ug\u00e2nd c\u0103 TS Lombard se a\u015ftepta ca guvernul s\u0103 \u201edubleze\u201d sprijinul politicii pentru hardware-ul tehnologic chinez pe termen lung.<\/p>\n<p>\n&nbsp;\u201eSectoarele au un nivel ridicat de cre\u015ftere \u015fi vor beneficia de eforturile continue de a restructura alocarea capitalului pentru a favoriza mai mult priorit\u0103\u0163ile partidului\u201d, a ad\u0103ugat acesta.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Produc\u0103torii de bere \u015fi companiile aeriene chineze revin \u015fi ele \u00een vog\u0103 odat\u0103 cu ridicarea restric\u0163iilor, titreaz\u0103 Financial Times. Ac\u0163iunile produc\u0103torilor de medicamente, fabricilor de bere \u015fi serviciilor funerare chineze au revenit, investitorii \u00eencerc\u00e2nd s\u0103 profite de un val de ie\u015fire din pandemia de covid, pe m\u0103sur\u0103 ce cea mai populat\u0103 \u0163ar\u0103 din lume relaxeaz\u0103 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,246],"class_list":["post-211453","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-crestere"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/211453","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=211453"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/211453\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=211453"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=211453"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=211453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}