On February 15, the three major A-share indexes rebounded from shock, and the gem index rose by more than 3% after the chip, lithium battery and photovoltaic rose in turn, creating the largest one-day increase in nearly five months; Under the diving of cyclical stocks represented by oil and coal, the Shanghai index once turned green and finally closed up slightly; The Shenzhen composite index also stopped falling and rebounded by more than 1%.
As of the close, the stock index rose 0.50% to 3446.09 points; The Shenzhen Composite Index rose 1.69% to 13345.63 points; The gem index rose 3.09% to 2816.44 points.
disk core data list
1) in terms of volume and energy, the turnover of the two cities decreased and increased, with a turnover of 827.5 billion throughout the day.
2) in terms of foreign investment, after yesterday’s big sale of 3.788 billion yuan, northbound capital sold 3.544 billion yuan again today.
3) the number of daily trading limit decreased significantly on a month on month basis, with a decrease of 29 shares compared with 85 shares on the previous trading day.
market focus stock
1) cro was strong throughout the day, with Chengda Pharmaceutical (301201. SZ) trading at 20cm for two consecutive sectors and Wuxi Apptec Co.Ltd(603259) (603259. Sh; 02359. HK) trading at 20cm;
2) covid-19 drug high and low switching, Andon Health Co.Ltd(002432) (002432. SZ) concussion rebound exceeds 3%, Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ) 2 connecting sectors, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) (002603. SZ) the first sector limit;
3) the high-level theme stocks continued to adjust today, and the digital economy Guangdong Advertising Group Co.Ltd(002400) (002400. SZ) was broken, Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH), Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) all fell;
4) Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) rose by more than 3%, driving Ning portfolio to continue to rebound.
Stocks in the two cities were mixed, 2381 stocks rose and 2081 stocks fell. Among them, 56 were up limit (non ST) and 14 were down limit (non ST).
focus sector
On the disk, CRO, covid-19 treatment, new energy, three children, culture and media and other sectors have become the main attack direction of funds.
\u3000\u3000 CRO
Cro led the two cities, and the sector index rose by nearly 6%. It rebounded by 9% in two trading days this week. So far, it has completely recovered the land lost in the second half of last week. The sector core Wuxi Apptec Co.Ltd(603259) “the return of the king” directly sealed the daily limit in the afternoon. Under its call, the concept of cro set off a tide of price limit, with Chengda pharmaceutical’s 20cm two board, Joinn Laboratories (China) Co.Ltd(603127) (603127. Sh; 06127. HK), Asymchem Laboratories (Tianjin) Co.Ltd(002821) (002821. SZ; 06821. HK) and other supporting factors, and Porton Pharma Solutions Ltd(300363) (300363. SZ), Pharmaron Beijing Co.Ltd(300759) (300759. SZ; 03759. HK) rose by more than 10%.
On the news, the State Food and Drug Administration recently approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets, a covid-19 virus treatment drug of Pfizer, with conditions. The analysis points out that this is conducive to China’s excellent small molecule cdmo enterprises.
In addition, Soochow Securities Co.Ltd(601555) the latest research points out that CXO leading peg has returned to about 1, and the sector is at the bottom of valuation. The agency is also optimistic about the listing of YaoMing Biology (02269. HK) in UVL, believing that it has a very limited impact on the company and industry, and is expected to be removed from the list in the next few months.
It is worth mentioning that this has also enabled Glenn and China Europe funds, which are on the cusp of the storm, to finally breathe. As of the closing on the 15th, the estimated gains of China EU medical and health hybrid A and China EU pharmaceutical innovation stock a with heavy positions in CXO were 5.2% and 6.43% respectively.
new energy
The new energy sector also rebounded strongly under the continuous sharp rise of benchmark stock “ningwang”. Lithium, Tesla, new energy vehicles and other sectors increased by more than 2%. In terms of individual stocks, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) (002667. SZ) and Ruima precision (002976. SZ) recorded two consecutive boards, Jiangsu Zhongtian Technology Co.Ltd(600522) (600522. SH), Hengli Industrial Development Group Co.Ltd(000622) (000622. SZ), Ningbo Orient Wires & Cables Co.Ltd(603606) (603606. SH), Zhonglu.Co.Ltd(600818) (600818. Sh; 900915. SH) rose one after another.
It is worth noting that in the previous week, due to the impact of a series of market rumors on the stock price trend of Contemporary Amperex Technology Co.Limited(300750) after the opening of the year of the tiger, the stock price of Contemporary Amperex Technology Co.Limited(300750) fell in four of the five trading days, with a cumulative decline of 17.32% in a single week. Although the share price fluctuates after years, from the perspective of the overall development trend of the new energy vehicle industry, the market demand scale of the power battery industry and the scale development potential of Contemporary Amperex Technology Co.Limited(300750) , the growth rate of Contemporary Amperex Technology Co.Limited(300750) in the future is still worth looking forward to.
Three tire {123567}
Today, three child concept stocks were active again, Dalian My Gym Education Technology Co.Ltd(002621) (002621. SZ) recorded a four board, and Honz Pharmaceutical Co.Ltd(300086) (300086. SZ) and mubang high tech (603398. SH) all rose by the limit.
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.
other trading stocks
According to the industry, other trading stocks are scattered in automobile parts, infrastructure, cultural media, Baijiu, medical devices and other sectors.
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