This week is the last trading week in 2021. Holiday sentiment still dominates the market. In early trading today, under the background of the early closure of funds going north, A-Shares continue to fluctuate slightly, and the transactions between the two cities tend to shrink. On the disk, mainly based on individual stock market, Chinese medicine, green electricity, gas supply, heating and coal are relatively active, and Yuan Yuzhou, Baijiu, seed industry and Hong Meng are among the top ones.
upper air outlet of traditional Chinese medicine plate
The Chinese medicine sector strengthened in early trading, and the volume of the sector index rose by more than 2%, approaching the highest point of the year. Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) , Honz Pharmaceutical Co.Ltd(300086) etc. rose by 20%. On the basis of the 20 limit on the previous trading day, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) approached the limit again today, and Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Shanghai Shenqi Pharmaceutical Investment Management Co.Ltd(600613) also rose by 10%.
It is worth noting that up to now, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) the cumulative increase in recent six trading days has doubled, including the limit in four trading days. The company issued a risk warning on the 26th, saying that since December 17, 2021, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) stock price has been trading for three consecutive trading days, and there are four trading days as of the date of announcement disclosure. From December 17, 2021 to December 24, 2021, the closing price of the company’s shares increased by about 73.86%, and the gem composite index fell by about 4.89% in the same period.
Traditional Chinese medicine has a long history in China. It is not only the treasure of the Chinese nation, but also an important part of traditional medicine in the world. In recent years, the state has intensively launched various policies to support and encourage the inheritance, innovation and development of traditional Chinese medicine, and the Chinese patent medicine market has grown rapidly.
On the news side, last weekend, Hubei took the lead in forming an inter provincial alliance of 19 provinces (autonomous regions and cities) to carry out centralized procurement of Chinese patent medicines. The Chinese patent medicine alliance focused on volume procurement, and 182 products from 157 enterprises participated in the quotation, with a procurement scale of nearly 10 billion yuan. 97 enterprises and 111 products were selected, with a selection rate of 62%. The average price of the proposed successful selection decreased by 42.27% and the maximum decreased by 82.63%. The selected products have complete dosage forms and specifications, and cover some recommended drugs of covid-19 pneumonia diagnosis and treatment scheme in the eighth edition of the country.
In order to ensure the quality of the selected drugs, the “one vote veto” for quality problems is set in this index. If the products reported by the applicant enterprises are unqualified in the quality sampling inspection of the production link of the drug regulatory department at or above the provincial level, the scores of all technical indexes shall be directly deducted. The drug regulatory department of Hubei Province strictly controls the source of the production of the selected drugs, strengthens the supervision of the circulation and use of the selected drugs, as well as sampling inspection and adverse reaction monitoring, so as to effectively ensure the “price reduction without quality degradation” of drugs.
Kunming Longjin Pharmaceutical Co.Ltd(002750) breviscapine dry powder injection for injection is impressively among the selected list of centralized volume procurement of inter provincial alliance of Chinese patent medicines. Kunming Longjin Pharmaceutical Co.Ltd(002750) indicates that breviscapine dry powder is used for the treatment of cardiovascular and cerebrovascular diseases.
Kunming Longjin Pharmaceutical Co.Ltd(002750) opened today, setting a new high in the year. Before that, Kunming Longjin Pharmaceutical Co.Ltd(002750) had been trading for three consecutive times. Beijing Tongrentang Co.Ltd(600085) Huoxue Zhitong powder, Henan Taloph Pharmaceutical Stock Co.Ltd(600222) Shuanghuanglian oral liquid, Jianmin Pharmaceutical Group Co.Ltd(600976) Xiaojin capsule, Jilin Aodong Pharmaceutical Group Co.Ltd(000623) Xuefu Zhuyu oral liquid, Kpc Pharmaceuticals Inc(600422) Xuesaitong dropping pills, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) Yixinshu tablets are also selected in the procurement. In the morning, the share prices of these companies have increased to varying degrees.
Soochow Securities Co.Ltd(601555) indicates that the state has made great efforts to support the traditional Chinese medicine industry. In 2021, the number of CDE traditional Chinese medicine acceptance numbers increased from more than 400 in 2020 to more than 1200 in 2021; The price of OTC traditional Chinese medicine increases due to the rise of upstream costs, Beijing Tongrentang Co.Ltd(600085) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) may increase in varying degrees; Ensure the quantity of traditional Chinese medicine varieties entering the base medicine; Traditional Chinese medicine has congenital advantages in the treatment of non diseases, and the treatment of non diseases has risen to the national strategy. Therefore, it is suggested to pay attention to the combination of small market value targets Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) ; Large market value target combination Beijing Tongrentang Co.Ltd(600085) , Dong-E-E-Jiao Co.Ltd(000423) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , etc.
Blizzard promotes the collective strength of energy stocks
Yesterday, the Central Meteorological Observatory issued a yellow blizzard warning: it is expected that from 8:00 on December 26 to 8:00 on December 27, there will be heavy snow in some areas such as central and Western Hunan, Southeast Chongqing and central and eastern Guizhou. Among them, there will be Blizzard (10 ~ 13mm) in some areas such as western Hunan and central and eastern Guizhou.
In addition, the Central Meteorological Observatory issued a low temperature blue warning at 10:00 on December 26. Affected by the residual forces of the cold wave, the temperature in most of southern China rises slowly and continues to be cloudy. There is a northerly wind of force 4-5 in some areas, and the cold weather is obvious. It is estimated that from the day of the 26th to the 28th, the daily average temperature in Guizhou, Hunan, Guangxi, Guangdong, Southeast Chongqing, Southwest Hubei, central and southern Jiangsu, eastern Anhui, Shanghai and central and eastern Zhejiang is about 5 ℃ lower than that in the same period in history, and some areas in central and eastern Guizhou, Western Hunan and Northern Guangxi are as low as 7 ℃. There are 4-6 northerly winds and 7-8 gusts in the coastal areas of South China. It is reported that this is the first low-temperature early warning since the formulation of meteorological disaster early warning release measures in 2013.
Blizzard has harmed the production and operation of listed companies, Roshow Technoiogy Co.Ltd(002617) announced this morning that due to the extreme weather and blizzard in Tongliao City, Inner Mongolia Autonomous Region, the greenhouses of the company’s photovoltaic power stations collapsed in varying degrees, with an affected area of about 60 MW. The snow disaster is expected to cause electricity loss to some power stations affected by the company for about three months, Compared with the overall performance of the company, this part of electricity loss accounts for a relatively small proportion, and the specific amount of loss is still under evaluation. Roshow Technoiogy Co.Ltd(002617) opened sharply lower in the morning, once down more than 5%, and fell 3.64% by midday closing.
Although Blizzard has affected people’s life, travel and business operation, on the other hand, it has promoted the demand for energy. In early trading, energy stocks rose collectively, with the gas supply and heating sector up nearly 2%, Ningbo Energy Group Co.Ltd(600982) limit, Hangzhou Zhongtai Cryogenic Technology Corporation(300435) , Xinjiang Torch Gas Co.Ltd(603080) and other gains leading; Geothermal energy, coal, natural gas and other sectors also rose sharply, Fujian Snowman Co.Ltd(002639) , Zhejiang Dun’An Artificial Environment Co.Ltd(002011) also rose strongly.
In addition, the new energy sector is still the most active part of the current market. In the morning, the hydrogen energy sector rose by more than 3%, leading the two markets, Zhejiang Chunhui Intelligent Control Co.Ltd(300943) 20% limit, and Shouhang High-Tech Energy Co.Ltd(002665) , Shenzhen Center Power Tech.Co.Ltd(002733) , Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) also rose strongly; UHV, energy conservation, energy storage and other sectors all rose by more than 1%, and Integrated Electronic Systems Lab Co.Ltd(002339) , Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) and other trading limits.
Guosen Securities Co.Ltd(002736) said that in 2022, the global new energy industry will enter a comprehensive resonance period. In terms of new energy power generation, China’s new installed capacity is expected to exceed 50%, and overseas will maintain a high growth rate; The sales volume of electric vehicles continues to maintain a rapid growth of more than 50%. On the premise of relative shortage of upstream resources, the leading enterprises of key materials, components and equipment maintain the trend of constant strength of the strong.
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