today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three major indexes opened low and walked low, with an obvious pattern of weakness. The gem index fell by more than 1%.
From the industry sector rose ranking, syringe concept, aviation airport, Alzheimer’s, shipbuilding, assisted reproductive, in vitro diagnostics and other plate growth, while wine making, genetically modified, power industry, Baijiu, HUAWEI rise, pumped storage, automotive chips and other plate fell. By the end of the publication, there were more than 2000 gainers and more than 2300 losers, with a general profit-making effect. The net purchase of northbound funds is less than 1 billion.
message interpretation
Recently, the prices of Chinese patent medicines of several well-known pharmaceutical enterprises in China have increased by 10% to 20%, including some common varieties. Industry insiders said that the main reason for the rise in the price of proprietary Chinese medicine is the general rise in the price of traditional Chinese medicine. It is reported that since December, nearly 80% of the prices of traditional Chinese medicine have increased, such as the prices of common Coptis, honeysuckle and scutellaria.
It is understood that the sales of most of the Chinese patent medicines with rising prices have not been affected, and even the Chinese patent medicines of some well-known pharmaceutical enterprises are in short supply. The agency pointed out that there are three opportunities for the development of traditional Chinese medicine consumer goods: 1) since 2021, the price of upstream traditional Chinese medicine has continued to rise, especially the precious traditional Chinese medicine natural bezoar, Panax notoginseng and natural musk. There is a certain expectation of price increase for upstream raw materials + downstream products in the future; 2) Industry channel inventory clearing is coming to an end, and the superposition of price increase expectations has accelerated the downstream inventory turnover; 3) There are positive changes in the mixed reform of relevant state-owned enterprises and shareholders, and the future performance is expected to improve significantly.
Therefore, we believe that the traditional Chinese medicine industry has started a new round of price rise, and the gap between supply and demand will further catalyze the industry segmentation of leading opportunities, and this direction belongs to defensive varieties. At present, the fund in the weak market is obviously concerned, so you can continue to tap opportunities in this direction.
should focus on strategies and directions
In fact, it is expected that the index will weaken again today. Yesterday’s rebound is inexhaustible, which is destined to continue to sort out today. At present, the weak market pattern is very obvious, which is also the reason why we repeatedly remind you to control your positions. The Shanghai stock index continued to focus on 3600 points of support, and the gem focused on support near the recent low of 3273. In terms of operation, it is recommended to continue to focus on the direction of low underestimate, and continue to wait for low entry opportunities for potential varieties of high-quality growth tracks. Continue to control the position within 30%.
(Yuanda)
