The Russian Ukrainian war crisis was lifted, and European stock markets and U.S. stocks rose sharply overnight. In early trading on the 16th, A-Shares also ushered in a comprehensive rebound, but the safe haven gold and military industry sectors led the decline.
As of midday closing, the Shanghai index rose 0.69%, the Shenzhen Composite Index rose 0.56% and the gem index rose 0.66%. More than 3600 individual stocks rose, and individual stocks showed a general rising pattern. The half day turnover of Shanghai and Shenzhen stock markets reached 526.5 billion yuan, 10.3 billion yuan higher than that in the morning of the previous trading day. 3700 stocks rose!
During the session, data released by the National Bureau of statistics showed that the national CPI (consumer price index) rose 0.9% year-on-year in January, increased 0.4% month on month from a decrease of 0.3% last month, and pork prices fell 41.6% year-on-year. PPI (Industrial producer price index) increased by 9.1% year-on-year and decreased by 0.2% month on month.
Affected by this news, the pork sector continued to adjust, the gold sector led the decline, and the military industry sector followed the decline.
The PPI index fell month on month, and the “steady growth” policy is expected to continue to be launched, and the infrastructure sector staged a trading tide.
crude oil and gold futures fell sharply
gold stocks led the decline at the opening
The easing of tensions in Russia and Ukraine eased the market’s concerns about the decline in crude oil supply, and crude oil prices fell sharply. At one time, the oil price in the United States fell nearly 5% and the oil distribution sector also fell more than 4%.
In addition, due to the fall in the demand for hedging, the gold price also fell a lot, and the gold futures once fell by more than 1%.
Affected by futures prices, gold stocks led the decline on the 16th. Hunan Gold Corporation Limited(002155) once fell by more than 7%, and Western Region Gold Co.Ltd(601069) , Yintai Gold Co.Ltd(000975) , Chifeng Jilong Gold Mining Co.Ltd(600988) , Shandong Gold Mining Co.Ltd(600547) also fell collectively.
the capital construction sector set off a rising tide
Daniel stock 8-day 7 board
In early trading on the 16th, infrastructure stocks continued to rise in early trading, with leading Zhejiang Construction Investment Group Co.Ltd(002761) 7 boards in 8 days and Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) two consecutive boards.
In addition, the 11 constituent stocks under the construction index rose by the limit.
In terms of news, infrastructure investment has become an important starting point for steady growth. At present, many places have made a “good start”, and major projects were started in the first quarter. More than ten provinces and cities including Beijing, Shanghai, Shandong and Zhejiang have also announced the investment list of major projects in 2022.
According to the data, the main funds of 2.4 billion yuan entered the site and scrambled to raise funds, and Zhejiang Construction Investment Group Co.Ltd(002761) was increased by 810 million yuan; China State Construction Engineering Corporation Limited(601668) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , China Energy Engineering Corporation Limited(601868) , China Zhongzhi, Zhejiang Southeast Space Frame Co.Ltd(002135) , China Jushi Co.Ltd(600176) were increased by more than 100 million yuan respectively.
Tesla marches upstream
lithium ore concept high open low walk
In early trading on the 16th, the concept of lithium mine was no longer strong in the past, opening high and going low. As of press time, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) has three connected boards, but the increases of Youngy Co.Ltd(002192) , Qinghai Salt Lake Industry Co.Ltd(000792) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Yongxing Special Materials Technology Co.Ltd(002756) have narrowed one after another.
In terms of news, liontown resources, an Australian lithium miner, announced on Wednesday that it had signed a five-year agreement with Tesla to supply spodumene concentrate, which is expected to start in 2024. According to the agreement, Tesla will purchase 100000 dry metric tons (DMT) of spodumene concentrate in the first year and increase it to 150000 dry metric tons per year in subsequent years. Liontown will supply lithium ore from its Kathleen Valley lithium project in Western Australia, which is expected to be commercially produced by 2025.
Driven by the good news of Tesla’s “big cake” order, liontown’s share price soared 19.8% to a $1.665, the largest intraday increase since September 13, 2021.
In recent years, with the rapid development of the new energy industry, automobile manufacturers have started mass production of electric vehicles, leading to the soaring price of lithium. At present, the price of lithium is about 8 times higher than that at the beginning of 2021.
covid-19 drug concept stocks rose
“the first divine stock in 2022” approaches the daily limit again
In early trading on the 16th, affected by the news that the localized covid-19 specific drug is worth looking forward to, covid-19 drug concept stocks continued to be active, and Aba Chemicals Corporation(300261) which once soared by 400% approached the trading limit again, rising 15.91% as of the close.
In addition, Chengda pharmaceutical rose three companies, Jinghua Pharmaceutical Group Co.Ltd(002349) rose nearly 5%, and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Aurisco Pharmaceutical Co.Ltd(605116) continued to rise.
On the news side, on the 15th, Chengda pharmaceutical issued a change announcement, saying that the company noticed that investors had recently paid great attention to the company’s pharmaceutical intermediate business on the media and interactive platform, especially whether the company’s pharmaceutical intermediate was used in Pfizer covid-19 virus prevention and control specific drugs.
In this regard, Chengda pharmaceutical said that the company is mainly committed to providing cdmo services for key pharmaceutical intermediates for multinational pharmaceutical enterprises and pharmaceutical R & D institutions. Entrusted by Pfizer API factory, the company customized the research and development of pharmaceutical intermediates pf-07304814. The corresponding sales revenue accounted for 0.61% and 1.16% of operating revenue from January to June in 2020 and 2021 respectively, This part of the sales revenue accounts for a small proportion of the company’s operating revenue, which has not had a significant impact on the company’s performance.
According to the research report, with the approval of Pfizer specific drugs, the normalization of the epidemic situation in China will become a trend. Paxlovid’s emergency approval in China shows the feasibility of national recognition of oral small molecule drugs for covid-19, and provides a drug treatment solution for covid-19 epidemic in China. Paxlovid’s clinical data show that its efficacy is superior. Starting paxlovid treatment within 5 days after the onset of symptoms (twice a day for 5 consecutive days) can reduce the risk of hospitalization or death by 89%. The “cod19 + pavid” vaccine is expected to win the approval of the normalization of the epidemic in China. In the long run, China’s prevention and control policies are expected to be relaxed. At present, overseas countries have maintained an open attitude towards the epidemic. Considering that the main active component of paxlovid has the same antiviral effect on mutant strains in vitro and has curative effect on Omicron and other mutant strains, paxlovid can be taken orally as a small molecule drug, and the treatment method is convenient and controllable. China’s prevention and control policy is expected to be gradually relaxed under the premise of order. In the long run, opening the door to the country will be a trend.
The agency further analyzed that the localization of specific drugs is worth looking forward to, and the changes of related industries are worth paying attention to. On the one hand, covid-19 specific drugs have huge market prospects in China. Paxlovid has been approved or authorized for emergency use in more than 10 countries around the world, and the production capacity can not meet all the markets. Moreover, covid-19 drugs are of strategic importance. It is worth looking forward to the localization of covid-19 specific drugs, and the small molecule pipeline under research is expected to accelerate its listing through emergency approval; Chinese enterprises with R & D capability and API integration will benefit. The approval of oral covid-19 specific drugs is expected to accelerate the R & D of small molecule specific drugs in China.
On the other hand, Pfizer’s paxlovid needs a large number of APIs such as carbonic anhydride, which is good for Chinese api companies, such as Aba Chemicals Corporation(300261) , Jinghua Pharmaceutical Group Co.Ltd(002349) . Some Chinese cdmo enterprises have obtained relevant production orders, such as Porton Pharma Solutions Ltd(300363) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) . It is expected that with the further expansion of production capacity, relevant cdmo enterprises are still expected to benefit.
great reversal!
closed after a sharp 25% decline at the opening
directly pull up after re disk
The sudden collapse on the 11th killed both Hong Kong stocks and Zhengrong real estate stocks and debts.
In early trading on the 16th, “20 Zhengrong 03” fell more than 25% to 30 yuan, and trading was temporarily suspended. After the resumption of trading at 10 o’clock, the straight-line rise exceeded 16%. Who ever thought that near midday, it fell by nearly 12% again.
Hong Kong stock Zhengrong real estate rebounded slightly at the opening and fell in shock near the afternoon, closing down 2.27%.
On Friday, there was market news that Zhengrong real estate was short of funds, or it would no longer redeem a $200 million perpetual bond as planned, and Zhengrong’s foreign debt would also be restructured. The news caused the share price of Zhengrong real estate to suddenly collapse, with a decline of more than 80%, and the share price fell below HK $1 / share within one hour.
In the morning of February 14, Zhengrong real estate issued a Clarification Announcement, saying that the board of directors confirmed that the operation of the group was still normal and the group continued to carry out business as usual, but the shares and bonds of Zhengrong real estate fell for three consecutive days.
On February 15, Zhengrong real estate issued another announcement. The board of directors noted that the transaction price of the company’s shares and offshore debt securities fell and the trading volume increased on February 11, 2011, which may be attributed to several newspapers published on the Internet about the company, its controlling shareholder Mr. ou Zongrong and / or its offshore debt securities. The board of Directors hereby clarifies that these newspapers are untrue and false, and the Company expressly reserves all rights to investigate the legal liabilities of the authors, media and all parties responsible for the inaccurate information. After making all relevant inquiries about the company that are reasonable under the relevant circumstances, the board of directors confirmed that the operation of the group is still normal and the Group continues to carry out business as usual.
