In the past week, the three major stock indexes weakened in shock. At the end of the week, they closed down together, with the gem leading the decline.
As of the closing on December 24, the Shanghai index reported 3618.05 points, down 0.39% week, the Shenzhen composite index reported 14710.33 points, down 1.06% week, and the gem index reported 3297.11 points, down 4% week.
Specifically, 35% of individual stocks rose within a week, 226 stocks rose by more than 10% and 4 stocks rose by more than 50%; 288 shares fell more than 10%, and 13 shares fell more than 20%. Which stocks led the gains? Which stocks led the decline? 21 INVESTMENT link continues to provide you with perspective every week.
strong rise of traditional Chinese medicine plate
“meta universe” continues to be hot
Excluding the secondary new shares listed in the last month, the five-day four board Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) (300534. SZ) in the current bull stock list won the title with an increase of 91.53%, and many stocks such as Aba Chemicals Corporation(300261) (300261. SZ), Shanghai Yanhua Smartech Group Co.Ltd(002178) (002178. SZ) and Renzhi shares (002629. SZ) increased by more than 50% in the week.
In that week, 6 pharmaceutical and biological stocks broke into the bull stock list, of which 3 were traditional Chinese medicine stocks, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750. SZ), Guiyang Xintian Pharmaceutical Co.Ltd(002873) (002873. SZ). On the news, the State Administration of traditional Chinese medicine said on the 16th that at present, Chinese medicine is widely used in locally confirmed cases of covid-19 pneumonia and asymptomatic infections, except for individuals with special circumstances. Traditional Chinese medicine plays an important role in improving patients’ clinical symptoms.
There are also a number of pharmaceutical companies whose share prices soared due to the hot concept of “covid-19 virus prevention and control”. Andon Health Co.Ltd(002432) (002432. SZ) since November 8, the stock price has risen 542%. Over the past month, Andon Health Co.Ltd(002432) has successively disclosed that the covid-19 antigen home self-test OTC kit product has been authorized by the U.S. FDA for emergency use and has begun mass production. “The company believes that the kit can detect the Omicron variant strain”. In addition, the Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) (002082. SZ) of the 5-day 4 board announced on the evening of 21 that the holding subsidiary participated in the development of nasal spray recombinant Newcastle disease vector covid-19 vaccine.
In addition to pharmaceutical stocks, five stocks of the “frequent customer” Yuan universe concept equity period of the bull stock list were listed, including the Bull Stock Hubei Radio & Television Information Network Co.Ltd(000665) (000665. SZ) of the previous period, which has achieved 8 boards in 10 days in two weeks, with a cumulative increase of 112.5%. On December 13, Hubei Radio & Television Information Network Co.Ltd(000665) held cooperation docking talks with Alibaba.
Recently, the popularity of the meta universe has not decreased. After the head platform released the prototype internal test version of the meta universe, the market expectation for the concept of the meta universe has risen again. According to the analysis of Soochow Securities Co.Ltd(601555) , the relevant technologies of metauniverse are still in the initial stage and are not mature, so investors should not blindly catch up when participating.
logistics concept stocks led the decline
EDR concept stock stalled
The most bear stock in this period was logistics concept stock Friend Co.Ltd(605050) (605050. SH), down 28.11% this week. Tongling shares (301168. SZ), Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) (301111. SZ), Zhejiang Yueling Co.Ltd(002725) (002725. SZ) and other stocks followed, all falling by more than 20%.
Most of the bear stocks fell into the bear stock list due to over rising callback in the week, such as the hot auto parts concept stocks, EDR concept stocks and energy storage concept stocks in the early stage.
Since November, EDR concept stocks have “jumped up” in A-Shares and “stalled” recently. As a leading enterprise in the field of EDR, Qiming Information Technology Co.Ltd(002232) (002232. SZ) shares soared all the way. From November 1 to December 17, the shares rose 228%. Over the past week (December 20-december 24), Qiming Information Technology Co.Ltd(002232) share price fell sharply, directly fell to the limit on December 23, down 19.26% in the week. On the news side, Qiming Information Technology Co.Ltd(002232) said on December 17 that the company currently provides traveling data recorder products for commercial vehicles, and there are no passenger car products at present.
EDR (event data record) is the vehicle event data recording system, commonly known as the “black box”. According to the new technical conditions for motor vehicle operation safety issued by the Ministry of industry and information technology, all newly produced passenger cars are required to be equipped with EDR from 2022. Founder Securities Co.Ltd(601901) according to the analysis, since the new EDR regulations have not been formally implemented, the EDR market is still an unknown new blue ocean. Founder Securities Co.Ltd(601901) judge that the technical barrier of EDR products will not be too high. Therefore, it is very important that who can seize the opportunity, quickly mass produce stable and reliable EDR products and occupy the market.
It is worth mentioning that after clarifying that the two companies did not involve the concept of hot spots, their share prices suddenly fell and fell into the bear stock list. Shenzhen Hirisun Technology Incorporated(300277) (300277. SZ) said on the investor interaction platform on December 17 that at present, the company’s business does not involve hydrogen energy projects; On the 20th, the opening price of A-Shares fell 17% and the week fell 21%. Jinxiandai Information Industry Co.Ltd(300830) (300830. SZ) said on the investor interaction platform on December 20 that the company’s business did not involve yuanuniverse, and the share price fell 11% on the same day and 19% on the week.
(21st Century Business Herald)
