performance main line
The Shanghai and Shenzhen stock markets rebounded again today, with the Shanghai index up 0.63% and the gem up 2.58%. The turnover of the two markets exceeded 1 trillion for the third consecutive trading day. Medical treatment, green electricity, photovoltaic and other topics led the rise, especially the medical sector broke out in an all-round way.
Yesterday's decline in the market was irrational. Yesterday's article "another unexpected news, A-Shares open" change of market " Also reminded:
After a short-term sharp decline in the market, many opportunities will fall out, including many wrongly killed stocks. At this time, we should not follow the panic of the market, but pay more attention to whether the fundamental logic of individual stocks has changed. This is a good opportunity to test the strength of individual stocks. For the direction and individual stocks with performance support at a low level, Are expected to become the "rebound pioneer" of the market.
Looking back on the major geopolitical conflicts since the 1990s, the impact on A-Shares is short-term and the impact on the medium-term trend is limited. A shares are at the bottom of the stage, but it is a better opportunity to intervene.
On the whole, the core of the recent rebound track is still performance led. For example, the upstream of semiconductors and lithium batteries, which rebounded greatly on Wednesday, and the medical sector that broke out today, all have good performance support.
performance prospect of medical sector in 2021:
Performance growth rate > 100%: Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Chengdu Kanghua Biological Products Co.Ltd(300841) , Cansino Biologics Inc(688185) (turnaround), Yaoming biology, Pacific Shuanglin Bio-Pharmacy Co.Ltd(000403) , Sansheng pharmaceutical, Truking Technology Limited(300358) , Suzhou Nanomicro Technology Co.Ltd(688690) , Guangdong Hybribio Biotech Co.Ltd(300639) , Zhejiang Orient Gene Biotech Co.Ltd(688298) ;
Performance growth rate of 50% ~ 100%: Shenzhen Kangtai Biological Products Co.Ltd(300601) , Wuxi Apptec Co.Ltd(603259) , Tofflon Science And Technology Group Co.Ltd(300171) ;
Performance growth rate of 30% ~ 50%: Changchun High And New Technology Industries (Group) Inc(000661) , Aier Eye Hospital Group Co.Ltd(300015) , Topchoice Medical Co.Inc(600763) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Pharmaron Beijing Co.Ltd(300759) , Humanwell Healthcare (Group) Co.Ltd(600079) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) , Dian Diagnostics Group Co.Ltd(300244) , Autobio Diagnostics Co.Ltd(603658) , Tellgen Corporation(300642) ;
Performance growth rate of 10% ~ 30%: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , China biopharmaceutical (except vaccine), Joincare Pharmaceutical Group Industry Co.Ltd(600380) , Yuanda pharmaceutical, Apeloa Pharmaceutical Co.Ltd(000739) , Beijing Tiantan Biological Products Corporation Limited(600161) , Hualan Biological Engineering Inc(002007) , Maccura Biotechnology Co.Ltd(300463) , Weigao shares, Jinxin reproduction, Chinese traditional medicine, China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ;
Performance growth rate < 10%: Jiangsu Hengrui Medicine Co.Ltd(600276) , Betta Pharmaceuticals Co.Ltd(300558) , Walvax Biotechnology Co.Ltd(300142) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , Bgi Genomics Co.Ltd(300676) , Berry Genomics Co.Ltd(000710) .
Among them, the upstream performance of vaccines, CXO and pharmaceuticals increased better, and these directions also rebounded the most today. Therefore, the performance line of the newspaper industry in the first quarter will also be the focus in the near future, especially the stocks of "oversold + performance". Once the market sentiment returns, these stocks are the main force of the first rebound.
(risk warning: there are risks in the stock market, so investment should be cautious. The above contents are only for investors' reference and are not used as the basis for investment decision-making.)
