On the morning of December 24, “King Ning” collapsed the whole market on his own. It was originally a good market for drinking and taking medicine, but it turned out to be a unique branch of medicine.

On the morning of December 24, the market showed a large-scale decline, and the gem index fell nearly 2%. This year’s popular sectors such as lithium extraction from Salt Lake, rare earth permanent magnet, vehicle, lithium battery and power network networking led the decline. Overall, more than 3300 stocks fell.

Rare earth, power battery, lithium battery, photovoltaic, automobile and other sectors fell sharply.

Pharmaceutical related sectors rose sharply, led by traditional Chinese medicine, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) 20cm limit, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) rose by more than 10%, and Jinghua Pharmaceutical Group Co.Ltd(002349) , Dali Pharmaceutical Co.Ltd(603963) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Guangxi Wuzhou Zhongheng Group Co.Ltd(600252) limit.

Most importantly, Andon Health Co.Ltd(002432) received a letter of concern from Shenzhen Stock Exchange last night, asking the company to explain the basis for believing that the reagent can detect Omicron strain. As a result, today’s trading limit reversed yesterday’s trading limit, achieving 8 boards in 10 days, becoming the largest “demon stock” at the end of 2021, and the stock price has increased by nearly 500% in recent months.

Kweichow Moutai Co.Ltd(600519) deny the price increase

share price fell

In early trading on the 24th, Kweichow Moutai Co.Ltd(600519) took the lead. After opening, it opened higher and went higher, once rising more than 4.5%. But then the increase narrowed all the way, rising only 3% by midday closing.

On the news side, recently, the largest equity fund in the A share market, the CSI Baijiu index fund, announced the increase of the purchase quota. The class a share limit was increased from 100000 yuan to 200000 yuan, and the class C share limit was increased from 5000 yuan to 100000 yuan.

Baijiu Baijiu Baijiu index fund shares fever surge rapidly, netizens have commented that liquor consumption season is coming, will continue to add liquor fund, optimistic about its performance.

On the other hand, Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) announced price rise last night. Previously, Baijiu enterprises such as Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , gujinggong and Xi Jiu have announced that the price of products has risen to varying degrees. For the “king of Baijiu” Moutai, a broker analysis shows that Moutai’s market environment, competitive structure and market management reform are all different from the past, and the timing of the price increase is also ripe for Moutai.

For a time, on December 24, the news that “Feitian Maotai is about to raise the ex factory price” once again caused waves in the channel and capital market.

Market participants said that Feitian Maotai is expected to increase the ex factory price after January 1, 2022, and the adjusted ex factory price is expected to be 1299-1399 yuan.

But near noon, Sohu financial reported that Maotai denied the price rise. People in Maotai said that the news that “Maotai will raise the ex factory price to 1299 yuan – 1399 yuan after new year’s Day” is not true.

Kweichow Moutai Co.Ltd(600519) ‘s share price fell, and the Baijiu index also changed from red to green.

The opening price of Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) announced last night was once higher than the limit. As of the close, the increase narrowed to 5.83%.

However, driven by Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) , the performance of the whole rice wine sector was relatively strong, and the rice wine index once rose by more than 7%.

Analysts believe that the price increase of liquor has spread to rice wine, Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) the highest price increase is 20%, and other rice wine will follow up in the later stage.

core customer “escape”?

ningwang plunged more than 8%

Yesterday, the Ministry of industry and information technology said that it would carry out new energy vehicles to the countryside in 2022, which is undoubtedly a major benefit to the upstream and downstream sectors of new energy vehicles. Unexpectedly, in early trading on the 24th, Contemporary Amperex Technology Co.Limited(300750) fell step by step. It once fell by more than 8% and the market value evaporated by 120 billion yuan. As of midday closing, the decline was still more than 7%.

On the news front, yesterday, 36 krypton’s article entitled Contemporary Amperex Technology Co.Limited(300750) : Cracks in the trillion battery empire was widely circulated in the wechat circle of friends. According to 36 krypton, a dispute broke out in the headquarters building of Contemporary Amperex Technology Co.Limited(300750) in the middle of this year. The two parties were Zeng Yuqun, the founder of Contemporary Amperex Technology Co.Limited(300750) , and he Xiaopeng, the founder of Xiaopeng automobile.

It is understood that Xiaopeng automobile has decided to reduce the supply share of Contemporary Amperex Technology Co.Limited(300750) and introduce a new main battery supplier AVIC lithium battery.

At the same time, the article also revealed that before cooperating with Xiaopeng automobile, AVIC lithium battery had replaced Contemporary Amperex Technology Co.Limited(300750) and became the first supplier of GAC new energy vehicles. A person from GAC said bluntly, “since May 2020, GAC new energy has never used a Contemporary Amperex Technology Co.Limited(300750) battery on its new models.”

This also triggered a lawsuit in August this year, Contemporary Amperex Technology Co.Limited(300750) sued AVIC lithium battery, saying that all its power batteries were suspected of patent infringement. The lawsuit did not attract much attention at that time, but after the article broke out, it immediately attracted many melon eaters.

Up to now, Tesla, Weilai automobile and Xiaopeng automobile, which rank among the top three in the installed capacity of Contemporary Amperex Technology Co.Limited(300750) passenger cars, have finalized or are negotiating to introduce new main battery suppliers. Contemporary Amperex Technology Co.Limited(300750) the first position in the market is in jeopardy.

rare earth, lithium battery, power battery and car all collapsed

The crack of Contemporary Amperex Technology Co.Limited(300750) caused the collapse of relevant stocks in the upstream and downstream industrial chain of Contemporary Amperex Technology Co.Limited(300750) .

On the 24th, the wind Contemporary Amperex Technology Co.Limited(300750) industrial chain index fell all the way, down nearly 3.6%, and the leading lithium battery cathode material Shanghai Putailai New Energy Technology Co.Ltd(603659) among its constituent stocks plunged by more than 7%.

The 200 billion lithium battery isolation model leader Yunnan Energy New Material Co.Ltd(002812) also fell by more than 5%.

In addition, Nuode Investment Co.Ltd(600110) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Zhejiang Yongtai Technology Co .Ltd(002326) also fell one after another.

Auto stocks also fell sharply, Chongqing Sokon Industry Group Stock Co.Ltd(601127) fell sharply for two consecutive days, and once fell to the limit today.

Photovoltaic leader Tongwei Co.Ltd(600438) fell 5.45%, a new low in stage adjustment.

Zhejiang Sunrise Garment Group Co.Ltd(605138) stage sky floor

In early trading on the 24th, after the opening trading of Zhejiang Sunrise Garment Group Co.Ltd(605138) which had pulled three trading limits, it fell rapidly and hit the trading limit. As a result, after only three minutes on the limit board, it quickly pulled up. As of the noon closing, it rose 3% and the turnover rate was as high as 67.93%.

On the news front, on the 23rd, Zhejiang Sunrise Garment Group Co.Ltd(605138) announced that the company’s shares had increased by 60.28% since they were listed on October 27, 2021, and the company’s P / E ratio was higher than the industry average. According to the data released by the China Securities Index, as of the closing on December 23, 2021, the company’s rolling P / E ratio was 28.87, and the rolling P / E ratio of the company’s textile, clothing and apparel industry was 14.41, so the company’s valuation was high.

the worst Hong Kong stock crash 90%

Hong Kong stocks reappeared the flash crash tragedy. Weiliang holdings opened 59.81% lower at the opening, and then continued to decline, down 87.12% at most. As of press time, the number of shares traded has increased by more than 50% compared with the previous trading day, but the transaction amount has decreased sharply by more than 60%.

According to public information, Weiliang holdings mainly provides leasing services for crawler cranes, backhoe machines, reverse circulation drilling rigs and hydraulic grooving machines to construction projects in Hong Kong and Macao, buys and sells new or second-hand crawler cranes, reverse circulation drilling rigs, two wheel grooving machines, backhoe machines and related parts, as well as mechanical transportation and other services.

Before the crash, Weiliang holdings announced that its trading would be suspended on December 22, 2021, announcing that the company planned to place up to 40 million new shares to no less than six assignees through the placement agent, accounting for about 4.65% of the expanded company’s shares, with an issue price of HK $0.42 per share, a discount of about 19.23% compared with the closing price on December 22. It is currently expected that the net proceeds will be applied to the purchase of new construction machinery to enhance the group’s leased fleet.

future strategy

Theme strategies of eight securities companies: obvious consumption attributes of traditional Chinese medicine varieties in the post epidemic era! Here comes the list of industrial chain targets

Free research report selection: the return of the king of big consumption! What are the four potential leaders of food and drink, pork, traditional Chinese medicine and tourism?

Maotai plate exceeded 2200 yuan! Do you “drink” this wine? Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) 20cm limit! Chinese medicine plate broke out again

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(China Fund News)