In early trading today, A-Shares rebounded from the bottom after the overall low opening, and the Kechuang 50 Index took the lead in turning red, once rising by more than 1%.
On the disk, assisted reproduction, coal, semiconductor, covid-19 detection and other sectors led the gains, while Hongmeng concept, oil and gas reform, diamond cultivation, East number and West calculation and other sectors led the declines. The net outflow of funds from Beishang was 934 million yuan.
assisted reproduction concept station upper air outlet
The concept of assisted reproduction suddenly emerged in early trading. The sector index bucked the trend and opened higher. At one time, it soared by more than 5%, a recent high, and the half day transaction was close to the whole day transaction yesterday Hubei Goto Biopharm Co.Ltd(300966) , Dajia Weikang 20% limit, Shandong Sito Bio-Technology Co.Ltd(300583) , Changjiangrunfa Health Industry Co.Ltd(002435) , C.Q.Pharmaceutical Holding Co.Ltd(000950) , Aurisco Pharmaceutical Co.Ltd(605116) and other nearly 10 shares rose or exceeded 10%.
In recent years, China’s population development has faced turning changes. The growth momentum of the total population has weakened significantly, the birth population has continued to decline, and the degree of aging has deepened. According to the recently released China Statistical Yearbook 2021, China’s birth rate was only 1.3 in 2020. By 2021, China’s fertility rate had dropped to 1.1, the lowest in more than 40 years.
In order to alleviate the aging population, China has put forward the policy of having two and three children and introduced corresponding measures, but the actual effect is not satisfactory. At present, at the time of the two sessions of the National People’s Congress, raising the birth rate has once again become a hot topic, and many members have prepared relevant proposals around this issue.
Jin Li, member of the CPPCC National Committee and Acting Vice President of Southern University of science and technology, said that a sound medical system is the premise to ensure the healthy growth of children. Children before the age of 6 are in a period of rapid and long development, and many organs and immune systems are not mature, so they are more prone to diseases. Once suffering from a major disease, it will bring a great blow to the family. It is suggested to provide free serious illness medical insurance for children before the age of 6 to reduce the burden on families.
Wang Yuyu, member of the National Committee of the Chinese people’s Political Consultative Conference and professor of the school of economics and law of Southwest University of political science and law, also believes that macro policy adjustment tools such as finance, taxation and finance can be fully used to include the care expenses of infants under the age of 3 into the special deduction of individual income tax, expand the proportion of deduction amount according to the number of births, and give tax relief to units and enterprises that actively fulfill the obligations of paying maternity insurance and maternity allowance.
Recently, many places have also timely issued relevant policies to promote fertility. The Beijing Municipal Medical Insurance Bureau, the health commission and the Ministry of human resources and Social Security jointly issued the notice on regulating and adjusting the price of some medical services, which included 16 assisted reproductive technologies such as artificial insemination and embryo transfer into Beijing medical insurance, which will be implemented from March 26, 2022. Shanghai, Hebei, Henan, Tianjin, Guizhou, Anhui, Shaanxi, Shanxi and other 12 provinces and cities have issued the application plan of human assisted reproductive technology (20212025) (hereinafter referred to as the plan). All provinces and cities indicated in the plan that the number of human assisted reproductive service institutions should be increased.
Dajia Weikang said on the interactive platform a few days ago that Jiachen hospital, a wholly-owned subsidiary, is currently in the preparation and construction stage of carrying out assisted reproduction business. It is required to operate for three years and apply for the review of level-3 specialized hospital. After passing the review of level-3 specialized hospital, it can apply for the implementation license of human assisted reproduction technology, IVF business with good growth rate and profitability can only be started after obtaining the license. This year, Jiachen hospital has entered the evaluation stage of applying for specialized hospitals. At present, it has actively prepared to apply for the evaluation of specialized hospitals. Dajia Weikang recently opened a 20% limit, and its share price has nearly doubled since its low in January.
Zhongtai Securities Co.Ltd(600918) said that at present, there are about 48.8 million infertile couples in China, while the current IVF penetration rate in China is only 7%. In the future, with the increase of public awareness, the improvement of service accessibility and the relaxation of Fertility Policies, it is estimated that the number of IVF egg collection cycles in China will reach 2.03 million in 2030, and the market scale will reach 106.9 billion yuan, which is 2-3 times larger than that at present.
Sino Russian trade concept differentiation
The Sino Russian trade sector was divided today, and the sector index fluctuated sharply. At the beginning of the opening, it rose by nearly 2%, then fell rapidly and fell by more than 1%. There were many red and green swaps in the session, and the half day transaction was more than that of yesterday. In terms of individual stocks, Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Beijing Changjiu Logistics Corp(603569) , Jinzhou Port Co.Ltd(600190) the strong ones are always strong, and they continue to rise the limit word by word. Among them, Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Jinzhou Port Co.Ltd(600190) all rise the limit for 6 consecutive days, and Beijing Changjiu Logistics Corp(603569) also rise the limit for 3 consecutive days; While Orient Group Incorporation(600811) , Chang Chun Eurasia Group Co.Ltd(600697) , Jiayou International Logistics Co.Ltd(603871) , etc. are significantly callback.
On the one hand, the concept of Sino Russian trade continues to expand. On the other hand, a number of listed companies clarify risks Sicher Elevator Co.Ltd(301056) said on the interactive platform today that the company’s products have been sold to the Russian market for many years, mainly concentrated in Novosibirsk, and its export products are mainly passenger elevators. Although Sicher Elevator Co.Ltd(301056) emphasizes that the proportion is small. But Sicher Elevator Co.Ltd(301056) morning trading is still straight up, once hit the 20% limit.
Benefiting from the conflict between Russia and Ukraine, oil prices soared. Renzhi shares once rose by the daily limit of 5 on the 6th. Yesterday, Renzhi Co., Ltd. received a letter of concern from the Shenzhen Stock Exchange, asking to explain whether there are cases of misleading investors and hyping stock prices. The company said that affected by the rise of international oil prices, the share price has increased greatly in the short term. This rise in oil prices will not affect the performance of the company’s oil service business, and the company has the risk of high valuation. In the morning, Renzhi shares plunged straight after the opening, once falling by the limit.
In addition, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) also said at the interactive session that a small amount of API and medical devices were exported to Russia, which had no impact on the company’s overall business Shenzhen Envicool Technology Co.Ltd(002837) said that the revenue of products sold to Russia or Ukraine accounted for a small proportion of the company’s total revenue Angel Yeast Co.Ltd(600298) : the sales revenue of the company’s Russian factories accounts for a small proportion of the company’s overall revenue, and the situation in Russia and Ukraine has little impact on the company’s overall operation China Master Logistics Co.Ltd(603967) : the subsidiary zhongchuangyuan railway has been engaged in international railway train transportation and related businesses related to Russia Hangzhou Chinastars Reflective Material Co.Ltd(301077) : the products of the company are sold to Russia and settled in RMB.
Sealand Securities Co.Ltd(000750) said that the current sharp rise in the concept of Sino Russian trade is due to the crazy influx of funds and short-term enthusiasm of market investors based on the expectation of the warming of Sino Russian bilateral trade. The concept of Sino Russian trade is still hyping the heat of the conflict between Russia and Ukraine, and it is not recommended to blindly pursue higher. Meanwhile, looking back at listed companies, taking Jinzhou Port Co.Ltd(600190) as an example, the previously announced results showed that the revenue and net profit in the first three quarters decreased.
