On February 15, new energy, medical services and chips rebounded collectively. The two funds managed by star fund manager Glenn returned blood sharply, and heavy position stocks Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) rose by the limit, Pharmaron Beijing Co.Ltd(300759) rose by 10.18%, and Porton Pharma Solutions Ltd(300363) rose by more than 17%.
As of the closing, the three major A-share indexes rose collectively, among which the gem index rose 3.09% to 2816.44 points.
Interestingly, China stock market news plunged 13.35% yesterday. In previous years, there has been a saying in the stock market that “Dongcai fell by the limit and the stock market bottomed out”. According to the statistics of market participants on the relationship between the time point of China stock market news’s eight limit falls and the corresponding gem index since 2016, although the time point of Dongcai’s limit falls is not the absolute bottom, most of them are not far from the bottom of the stage.
cro sector rose
Greenland heavy warehouse stocks performed prominently
On February 15, cro sector and medical service sector rose sharply, among which cro sector rose 7.39%, ranking first in the rise list of wind concept sector.
In the cro sector, Porton Pharma Solutions Ltd(300363) rose by more than 17%, Pharmablock Sciences (Nanjing) Inc(300725) , Pharmaron Beijing Co.Ltd(300759) rose by more than 10%, and Joinn Laboratories (China) Co.Ltd(603127) , Wuxi Apptec Co.Ltd(603259) rose by the limit.
After the closing, Wuxi Apptec Co.Ltd(603259) released the 2021 performance express, which said that the annual net profit attributable to shareholders of listed companies was 5.097 billion yuan, a year-on-year increase of 72.19%, exceeding the upper limit of the previous performance forecast range. After trading on January 18, the company announced that the net profit attributable to shareholders of listed companies is expected to increase by 68.0% to 70.0% year-on-year in 2021.
with heavy positions in most of the above stocks, the two funds of China EU medical innovation stock a and China EU medical and health hybrid a managed by star fund manager Glenn have made a significant return. The estimated increase in net worth was 5.41% and 5.7% respectively.
Recently, Glenn has become the focus of the market. The ranking of all the gold lists on Alipay has hidden the health of China and Europe.
For the changes in the list, ant wealth said: “the ‘weekly sales ranking’ in the ant wealth gold selection list is the objective data of investors’ subscription in the dimension of week. Recently, with market fluctuations, investors began to allocate more stable fixed income and fixed income + products.” Prior to this, Alipay fund weekly sales list showed that Glen’s “Central European health care” ranked first.
After hours information shows that although the medical service sector rose sharply that day, there are still considerable differences among institutions. Four institutional seats appear in the seller’s seat of Porton Pharma Solutions Ltd(300363) and two institutional seats appear in the buyer’s and seller’s seats of Asymchem Laboratories (Tianjin) Co.Ltd(002821)
Image Source: website of Shenzhen Stock Exchange
Contemporary Amperex Technology Co.Limited(300750) rebounded 7.55%
On February 15, Contemporary Amperex Technology Co.Limited(300750) rose 3.74% and rebounded 7.55% in the past two days.
Not long ago, Wei Zhichao, chief economist of capital securities, released a report entitled How long can Contemporary Amperex Technology Co.Limited(300750) fall? A quantitative analysis perspective. The report believes that the future rise and fall of Contemporary Amperex Technology Co.Limited(300750) can be analyzed from the perspective of short-term market sentiment, with reference to the stock price trend of Kweichow Moutai Co.Ltd(600519) in 2021. Through fitting, it can be judged that the adjustment of Contemporary Amperex Technology Co.Limited(300750) may not be over, and there may still be 20% room for decline in the future. It is recommended to sell.
The lithium battery industry chain rebounded significantly, Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Dynanonic Co.Ltd(300769) rose by more than 11%, and Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Shenzhen Kedali Industry Co.Ltd(002850) rose by more than 9%.
Insiders said that the fundamentals of the lithium battery industry have not changed, and they are optimistic about the prospect of the industrial chain for a long time. It is suggested to continue to pay attention to the midstream links with good competition pattern and look forward to the leading companies with cost advantages and performance advantages.
can growth stocks copy the bottom?
The growth enterprise market index, which represents the growth style, has fallen by more than 21% in the past two months (December 14, 2021 – February 14, 2022), and the adjustment range is much higher than that of the Shanghai stock index and the US NASDAQ index in the same period.
At the end of February, the growth index of various institutions rose again, and they expressed their views on the growth of gem at the end of February 15.
China International Capital Corporation Limited(601995) said that the current adjustment range of growth stocks may have been large, but the adjustment of investors’ risk appetite may take time under the background of the lack of short-term positive catalyst. China’s steady growth is still in force, and the market focus may continue to be in the related fields of “steady growth”; In addition, overseas markets are also reflecting the impact of global monetary tightening, which restricts the performance of the global overvalued growth sector. The manufacturing growth sectors with a large increase last year, including new energy vehicles, new energy and technology hardware semiconductors, have been adjusted, but it may not be the time to fully intervene.
Bohai Securities said that in the medium term, after steady growth gradually enters the performance verification stage, it will usher in the exchange and collection stage, and the adjusted growth sector will gradually have participation value.
Citic Securities Company Limited(600030) said that the current market style is in the process of transforming from growth to value and will last for at least one quarter; The growth track in the second quarter is expected to usher in systematic repair after the three conditions are complete. (the source pictures not indicated in the text are from China stock market news)
