On February 14, the three major A-share indexes fell violently. Under the weak performance of heavyweight sectors such as finance and real estate, the Shanghai Composite Index (00000 1. SH) once fell by more than 1%, and the decline did not narrow until the end of the day; Gem refers to the rise of more than 1% in the lower market driven by “ningwang”, but it failed to activate market sentiment after rising and falling in the afternoon, and finally closed down.
As of the close, the stock index fell 0.98% to 3428.88 points; The Shenzhen composite index fell 0.77% to 13123.21 points; The gem index fell 0.52% to 2732.01.
disk core data list
1) in terms of capacity, the turnover of the two cities shrank significantly, with a turnover of 862.5 billion throughout the day.
2) in terms of foreign investment, the net sales of northbound funds throughout the day was 3.788 billion yuan.
market focus stock
1) Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) stopped falling and rebounded, up 3.68%, and the share price recovered the 500 yuan mark;
2) covid-19 lifted the limit tide, Aba Chemicals Corporation(300261) (300261. SZ), Chengda Pharmaceutical (301201. SZ), Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) (301089. SZ) and other multi stock 20cm limit;
3) digital economy differentiation, Guangdong Advertising Group Co.Ltd(002400) (002400. SZ) limit; Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) falling limit, Hengbao Co.Ltd(002104) (002104. SZ), Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) sector breaking;
4) the securities sector fell 4% and China stock market news (300059. SZ) fell 13%.
Stocks in the two cities fell more and rose less. 2301 stocks in the two cities fell and 2179 stocks rose. Among them, 85 were up limit (non ST) and 10 were down limit (non ST).
focus sector
On the disk, covid-19 treatment, tourism, CRO, precious metals, education, triplets and other sectors have become the main attack direction of funds.
covid-19 drug
Stimulated by the favorable approval of Pfizer oral drug in China, covid-19 specific drug soared by 5% on February 14. In the early stage, the leading sector Aba Chemicals Corporation(300261) 20cm limit, Chengda pharmaceutical and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) also increased by 20cm limit, Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ), Zhejiang Jianfeng Group Co.Ltd(600668) (600668. SH), Shenzhen Everbest Machinery Industry Co.Ltd(002980) (002980. SZ), Porton Pharma Solutions Ltd(300363) (300363. SZ) were sealed.
According to the news, the State Food and Drug Administration recently conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, and conditionally approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug.
Analysts believe that Pfizer covid-19 oral drug has been approved to enter the Chinese market, which not only benefits relevant pharmaceutical outsourcing, API and intermediate enterprises, but also greatly boosts the confidence of domestic covid-19 oral drug R & D enterprises.
tourist hotel
At present, the epidemic situation in China is gradually improving, which is boosted by the news that Pfizer has approved oral medication in China. Today, the tourism and hotel sector has strengthened again, becoming the sector with the brightest performance and the best sustainability after the festival.
Caissa Tosun Development Co.Ltd(000796) (000796. SZ), China United Travel Co.Ltd(600358) (600358. SH) recorded three boards one after another, Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (600706. SH) four boards in five days, Guangzhou Lingnan Group Holdings Company Limited(000524) (000524. SZ) four boards in seven days, Huatian Hotel Group Co.Ltd(000428) (000428. SZ) two boards, and Tibet Tourism Co.Ltd(600749) (600749. SH) the first board limit. Galaxy Securities said that new progress has been made in covid-19 specific drugs, which enhances the expectation of the world coming out of the epidemic and is good for the travel sector.
three child concept
Valentine’s Day is coming. How can we lack the concept of three children. Stimulated by the news, three child concept stocks rose against the trend today, and many stocks such as Goldlok Holdings(Guangdong) Co.Ltd(002348) (002348. SZ), Jiangsu Aoyang Health Industry Co.Ltd(002172) (002172. SZ), Dalian My Gym Education Technology Co.Ltd(002621) (002621. SZ) rose.
On the news side, the child is born to 3 years old with a monthly subsidy of 1000 yuan. Are you willing to have two or three children? The questionnaire on maternity subsidies recently released by Zhejiang Provincial Health Commission has triggered heated discussion. Just before Zhejiang released the questionnaire, Hainan Provincial Health Commission also issued a similar questionnaire. Among them, it is also asked that if the government subsidizes 500 yuan a month until the child is three years old, are you willing to have two children / three children?
Since the introduction of the three child policy, all localities have been actively studying and introducing targeted supporting measures. Many places have successively revised the regulations on population and family planning, and added birth incentives such as parental leave and extended maternity leave. At the local two sessions this year, nearly 20 provinces included the “three children” in the government work report, focusing on reducing birth costs, increasing inclusive childcare services, expanding kindergartens and increasing primary and secondary school degrees.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in military industry, infrastructure, big data, lithium mine, Winter Olympics and other sectors.
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