today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes opened low and walked low, with an obvious pattern of weakness. Among them, the gem index and Shenzhen composite index broke the recent low again. The gem index fell by more than 3%, Shenzhen composite index fell by more than 2%, and Shanghai Composite Index fell by more than 1%.
In terms of industry sector growth ranking, precious metals, chemical fertilizer industry, diamond cultivation, household light industry, baby and child concept, gold concept, assisted reproduction and covid-19 drugs. Jewelry, hair medicine, pet economy and other sectors led the gains, while airports, Nanjing combination, Mao index, 3D camera, Hongmeng concept, lidar, wireless charging, super brand, battery and other sectors led the declines. By the end of the publication, there were more than 1100 gainers and more than 3400 losers, with poor profit-making effect. The net sales of northbound funds were nearly 7 billion.
message interpretation
Recently, Hunan Medical Insurance Bureau replied on the official platform that the medical insurance department has included qualified fertility support drugs such as bromocriptine, triprelin and clomiphene into the payment scope, which has improved the drug security level of infertile patients. In terms of diagnosis and treatment projects, Hunan Province will introduce relevant management measures as soon as possible. On the basis of scientific calculation and full demonstration, Our province will gradually explore the treatment assisted reproductive technology with mature technology, safety and reliability and controllable cost that can be borne by medical insurance into the payment scope of medical insurance according to procedures.
Not long ago, on February 21, 16 assisted reproductive technology projects in Beijing were included in medical insurance reimbursement. Institutional analysis shows that the inclusion of assisted reproductive technology in medical insurance has improved the security level of infertile patients, and the industry penetration is expected to be further improved. At the same time, the patients’ improved demand for assisted reproductive technology services is expected to become the growth point of Private assisted reproductive institutions.
Therefore, the state’s recent policies to encourage fertility have been frequent, and it is expected that the industry will usher in development opportunities. The agency predicts that the market space of assisted reproduction in China will exceed 68 billion in 2025, with a broad market space. Therefore, the segmentation leader in this field deserves attention.
should on strategy and focus
The continued rapid decline of the index after opening is due to external market factors. However, the space for index adjustment is limited. It is suggested that you do not have to panic too much. From a macro perspective, A-Shares are fundamentally different from the European and American markets. China’s credit easing policy and steady growth expectations are obvious. However, the external market has raised concerns about inflation, which will also have an impact on short-term sentiment. Therefore, we still need to control the position in the short term and wait for the opportunity after adjustment.
