On the morning of December 22, the three major A-share indexes rose collectively. The Shanghai Composite Index rose 0.01% to 3625.41 points; The Shenzhen Composite Index rose 0.68% to 14789.31 points; The gem index rose 0.58% to 3369.82.
The traditional Chinese medicine sector continued to be active, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) rose and closed three 20% limits in a row, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) share price approached the historical high; Consumer electronics sector strengthened, Ofilm Group Co.Ltd(002456) limit, Goertek Inc(002241) , Luxshare Precision Industry Co.Ltd(002475) , Lens Technology Co.Ltd(300433) “three swordsmen” all rose sharply.
Chinese medicine sector rose sharply, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) rose again by the limit
On the morning of December 22, the traditional Chinese medicine sector became active again, with Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) trading within the sector, and the leading stock Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) rising by 3.87%. At present, the market value is 292.1 billion yuan. Source: East Money Information Co.Ltd(300059)
For this wave of market in the traditional Chinese medicine sector, market participants believe that there are two main factors: first, some enterprises announced price increases.
Recently, Beijing Beijing Tongrentang Co.Ltd(600085) issued a price adjustment notice, Angong Niuhuang Pill (3 G) × The sales price of 1 pill / box) rose from 780 yuan to 860 yuan, with a price increase of about 10%. Then China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) said on the interactive platform that the ex factory price of Angong Niuhuang Pill has increased this year due to the rising overall cost in recent years.
Second, the market began to recognize its consumption attribute.
Xiangcai Securities said that traditional Chinese medicine covers “passive treatment + active health management”, and the industrial chain can be extended to great health and traditional Chinese medicine consumer goods. The consumption attribute of traditional Chinese medicine is becoming more and more obvious.
Open source securities is optimistic about investment opportunities in the traditional Chinese medicine sector from three aspects: policy support, determination of performance growth and reasonable valuation.
consumer electronics “three swordsmen” rose
On the morning of December 22, the consumer electronics sector was active. In the sector, Jiangsu Gian Technology Co.Ltd(300709) rose 13.24%, and Suzhou Anjie Technology Co.Ltd(002635) , Ofilm Group Co.Ltd(002456) rose by the limit. In addition, the “three swordsmen” Goertek Inc(002241) , Lens Technology Co.Ltd(300433) , Luxshare Precision Industry Co.Ltd(002475) all increased significantly. Source: East Money Information Co.Ltd(300059)
It is worth noting that Goertek Inc(002241) had a rare limit on December 20, after the company’s share price just hit an all-time high.
The recent trend of consumer electronics sector is mainly boosted by the concept of meta universe. Wen Hao, deputy director of the Tianfeng Securities Co.Ltd(601162) Research Institute, said recently that the current meta universe is in its infancy, but the trend is clear. “We are now more concerned about Apple’s new product launch next year. The next generation of Apple phones may be linked with AR glasses. These giant companies will lead the way forward.”
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(China Securities Journal)
