At the opening of Friday trading, the three major A-share indexes collectively opened low. At the beginning of trading, the Shanghai index rose and turned red and fell into shock. The gem index consolidated around the low of 2800 points, and the large financial sector led by insurance stocks rose strongly. In the afternoon, the three major indexes weakened again, the Shanghai index turned green, and the gem index fell nearly 3%, continuing to hit a new low in this round of adjustment. As of the close, the stock index fell 0.66% to 3462.95 points; The Shenzhen composite index fell 1.55% to 13224.38; The gem index fell 2.84% to 2746.38.
In terms of the Beijing stock exchange, individual stocks fell across the board today. As of the close, a total of 80 stocks fell and only one rose.
hot sector
On the disk, insurance, digital currency, lithium extraction from Salt Lake, tourism hotels, energy metals, coal industry, banks and other sectors increased, while covid-19 drugs, seed industry, traditional Chinese medicine, medical devices, medical services, games, chemical pharmaceuticals and other sectors decreased.
disk interpretation
Caitong Securities Co.Ltd(601108) said that at present, high dividend industry targets such as banking, coal, steel and real estate can be focused on. From the perspective of valuation and dividend return, banking, coal, steel, real estate and other industries have the characteristics of high dividend rate and undervalued value. From the perspective of market characteristics, their undervalued attribute, better chip structure and low risk preference market environment. At the same time, this kind of sector is continuously catalyzed by the “steady growth” policy, which reflects the attributes of good defense and attack, and has high allocation value.
Huajin Securities believes that in the first half of the year, defensive varieties are preferred, such as undervalued bancassurance, construction and mandatory consumption. At the same time, in the context of PPI downturn, the boom of the midstream industry is gradually picking up, and auto parts and mechanical equipment are expected to benefit. In the second half of the year, it returned to growth and added endogenous booming industries with high performance certainty, such as new energy, big technology and national defense industry. In terms of concept, it is recommended to focus on the reform of central enterprises and post epidemic recovery.
message surface
the national development and Reform Commission and the State Administration of market supervision will carry out joint supervision research on the iron ore market
In view of the recent changes in iron ore prices and other relevant situations, the price department of the national development and Reform Commission and the price supervision and Competition Bureau of the State Administration of market supervision plan to send a joint research team to some commodity exchanges and key ports to carry out research on iron ore market supervision. The research team will focus on the recent changes in iron ore inventory and the participation of relevant enterprises in iron ore futures and spot trading, and listen to the opinions and suggestions of relevant parties on strengthening the linkage supervision of futures and spot market, and severely cracking down on fabricating and disseminating price increase information, hoarding, bid up prices and malicious speculation.
national medical insurance administration: moderately compete for drug purchase in quantity according to the market supply, and do not pursue the lowest price
The State Information Office held a regular policy briefing today. Chen Jinfu, deputy director of the state medical security administration, introduced that at the rule level, bidding rules are set for specific varieties and competition patterns. For example, bidding rules, volume ratio, agreement period, who will report the volume and who will choose the volume in the middle of the volume, all of which should be carefully designed for varieties. For the varieties with sufficient competition, such as chemical drugs, the agreed procurement volume basically reaches more than 80%. The greater the agreed procurement volume, the higher the market coverage of the bid winning products and the greater the benefit of the masses. At the same time, we should appropriately compete according to the market supply. The national medical insurance bureau does not pursue the lowest price and resolutely opposes running bidding, which can not achieve the balance of multiple dynamic goals. The national medical insurance bureau does not specifically anchor the international lowest price, because China is on the road to common prosperity. Chinese people can also eat good medicine, and the medical insurance fund can afford this kind of medicine with reasonable price.
