On February 15, the stock indexes of the two cities rebounded and the gem index rose sharply. In terms of sectors, CXO concept, semiconductor, wine making, medicine, diamond cultivation and lithium ore also led the increase; Tourism, coal, oil and other sectors led the decline. More than 70 stocks in the two cities rose by 10% or more, Yunnan Tourism Co.Ltd(002059) and more than 10 stocks fell by the limit.
I. today’s market situation
As of the close, the Shanghai index rose 0.50%, the Shenzhen Composite Index rose 1.69% and the gem index rose 3.09%.
II. Summary of today’s trading board
Today, more than 50 non ST shares and non new shares in Shanghai and Shenzhen stock markets rose by the daily limit. Specifically, the CXO concept soared, and Chengda pharmaceutical rose by 20% for two consecutive days, Wuxi Apptec Co.Ltd(603259) limit; Zhejiang sector was active, with nearly 20 stocks trading within the sector.
III. details of today’s trading board
1. CXO concept: Chengda pharmaceutical, Joinn Laboratories (China) Co.Ltd(603127) , Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) and other trading limits.
Soochow Securities Co.Ltd(601555) pointed out that China’s leading CXO companies have cooperated with leading pharmaceutical companies in the United States for many years, and have undertaken a large number of covid-19 drug orders. If American pharmaceutical companies change CXO service providers, they need to pay high costs and bear high risks, and it is unlikely that China’s leading CXO companies will be included in the entity list. Yaoming bio’s inclusion in UVL also has a very limited impact on the company and industry, and is expected to be removed from the list in the next few months. Looking back on the R & D investment of global and Chinese pharmaceutical enterprises, the number of new drug pipelines, and the financing amount and financing amount of the medical and health industry in 2021, the demand for CXO remains unchanged and still has sufficient momentum. The performance forecast of China’s CXO company in 2021 also shows that the visibility of CXO performance has never changed and has the value of equipment.
2. Zhejiang sector: Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) , Zhewen Pictures Group Co.Ltd(601599) , Hangzhou Landscaping Co.Ltd(605303) , Zhejiang liming, Ningbo United Group Co.Ltd(600051) , Ningbo Fuda Company Limited(600724) and other nearly 20 shares rose.
Recently, the media reported that 50 of the 57 venues for the 2022 Asian Games in Hangzhou have been completed, and the remaining venues are expected to be completed by the end of March and the event function acceptance by the end of April. It is reported that the Hangzhou Asian Games will be held from September 10 to 25 this year. At that time, 45 Asian countries (regions) and some Oceanian countries (regions) will come to Hangzhou to participate. The Hangzhou Asian Paralympic Games is scheduled to be held from October 9 to 15 this year.
