Hexin investment adviser: the Shanghai index is relatively stable, and the gem continues to make a weak correction

I. disk view

On Thursday, the A-share stock index continued to open slightly lower and fluctuated higher. The popularity of the whole day was relatively calm, and the popularity of market long gradually recovered. The volatility of the stock index is very obvious. The trend of the gem appears Waterloo, the downward trend is still obvious, and there is no turning upward trend. In the trading days after the festival, the market sentiment of the Shanghai index was relatively stable. With the accumulation of stock index confidence, we still need to wait after the festival. We should wait patiently for the profit-making effect to gradually warm up after the festival. In terms of sectors, tourism, engineering and insurance are at the top of the list.

Hexin view: the general trend software market shows that today's market index fluctuates steadily upward, and the gem is poor. Today, individual stocks rose less and fell more. The restless market in spring is really worth looking forward to, and the market sentiment is gradually recovering. Wait patiently. According to the characteristics of the market, we should not rush and gradually wait for the market to improve.

II. message surface

1. There are more than 5.27 million toy related enterprises in China, with an average of 2700 new enterprises per day this year

According to the data of Tianyan survey, there are more than 5.27 million toy related enterprises in China (including toys, and the enterprise status is in business, existing, moving in and moving out), of which more than 83% are established within five years and more than 55% are individual industrial and commercial households. In terms of regional distribution, Guangdong Province has the largest number of toy related enterprises, exceeding 590000; Followed by Zhejiang Province and Shaanxi Province. Over the past decade, the registration of Chinese toy related enterprises (all enterprises) has increased year by year. Among them, more than 1.73 million were registered in 2021, a record high; Since 2022, more than 100000 companies have been registered, which is equivalent to an average of more than 2700 companies established every day.

2. Industry experts: the final price of centralized purchase of "3 + n" alliance in Beijing, Tianjin and Hebei will drop significantly

The work plan for joint procurement and use of orthopedic trauma medical consumables of Beijing Tianjin Hebei "3 + n" alliance published on the website of Tianjin pharmaceutical procurement center has attracted the attention of the industry. The "3 + n" centralized purchase of Beijing, Tianjin and Hebei is the most participated province after the centralized purchase of orthopedic trauma medical consumables by the alliance of 12 provinces in Henan last year. Experts predict that the final price of "3 + n" alliance centralized purchase in Beijing, Tianjin and Hebei will drop significantly. After linking the final results of the alliance collection in 12 provinces of Henan and the setting of the price ceiling, the price decline of orthopaedic trauma medical consumables will be greater in the future. "We are meeting overnight to discuss the next bidding process, and market response strategies." A relevant person in charge of a listed enterprise of orthopedic medical devices in China told reporters on the 9th that the enterprise needs to make the next decision after analyzing the experience of alliance centralized procurement in 12 provinces of Henan last year.

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