Today, a total of 83 shares rose by the limit, 39 shares were fried, and the blocking rate was 68% Changjiangrunfa Health Industry Co.Ltd(002435) 5 connecting sector, Guangxi Hechi Chemical Co.Ltd(000953) 8 days 7 sectors, Dali Pharmaceutical Co.Ltd(603963) 7 days 6 sectors, Zhonglu.Co.Ltd(600818) 4 connecting sector. On the disk, more than 3600 stocks rose and nearly 1000 stocks fell; Covid-19 detection, covid-19 drugs, traditional Chinese medicine and photovoltaic led the rise, while a few sectors such as precious metals, oil and gas and East West calculation closed down.
Galaxy Securities said that from the perspective of capital, the number of new funds has decreased month by month since the beginning of the year, and the northward funds show a net inflow trend as a whole. The incremental funds in the stock market may tighten month on month in 2022, but the net inflow trend is maintained as a whole. In terms of profitability, the growth rate of all a profits in the second half of 2022 may enter the stage of stabilization and recovery. The marginal easing of the money credit cycle is expected to alleviate the cost pressure of small and medium-sized enterprises, and the gradual recovery of the demand side is expected to improve enterprise orders. At the same time, the improvement of the economy will also drive the recovery of enterprise profits. In terms of valuation, the overall bubble of A shares has been squeezed, valuations continue to digest, and the total A valuation is currently in a relatively low historical position. In 2022, valuations were in the lower historical sub sectors of electronic, pharmaceutical and biological sectors, or the momentum of valuation uplift. When the time comes to accumulate strength, the value of A-share allocation will gradually appear. Although the A-share market has fallen more than expected recently, the A-share market does not have the basis to fall sharply to the previous low. At the same time, the economy is expected to pick up in the second half of the year. With the recovery of profitability, there is still room for the market to rise after the overall risk of the market is digested.
Market Overview
Indicators show that the market's short-term emotional bidding rebounded sharply and directly entered the upper part of the active area. Today, it showed an inverted V shape above the active area.
In terms of individual stocks, Changjiangrunfa Health Industry Co.Ltd(002435) accelerated the top word, Guangxi Hechi Chemical Co.Ltd(000953) reversed the daily limit, Dali Pharmaceutical Co.Ltd(603963) continued the daily limit after yesterday's Earth Sky board. Yesterday's limit of 44 shares, 19 shares were promoted, and 7 of the 11 shares pulled yesterday continued to rise.
In terms of the index, it opened sharply higher today and was in a state of shock during the session. They all closed near the 5th line. The Shanghai index closed up 1.22% and the gem index closed up 2.67%.
Northbound funds sold a total of 3.374 billion yuan today. Among them, the Shanghai stock market sold a net 1.118 billion yuan and the Shenzhen stock market sold a net 2.256 billion yuan.
focus sectors and individual stocks
The photovoltaic sector opened higher and went higher, Shenzhen Ruihe Construction Decoration Co.Ltd(002620) 2 continuous pull, Hainan Drinda Automotive Trim Co.Ltd(002865) , Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) , Anhui Xinbo Aluminum Co.Ltd(003038) , Eging Photovoltaic Technology Co.Ltd(600537) limit, Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) limit rose by more than 19%. On the news front, a draft declaration shows that EU leaders will gradually stop buying Russian oil, gas and coal, which will accelerate the development of new energy in Europe. In addition, the leaders' summit of 27 EU countries will be held in Versailles, France, from March 10 to 11.
The anti-virus concept has become the strongest direction in today's market, and the funds mainly focus on circulation, API, detection, yanyeyi and other directions.
In terms of the circulation of medicines and medicines in the circulation of medicines and medicines in the circulation of the circulation of medicines and medicines, the Tsingtao Brewery Company Limited(600600) 56\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ rose more than 11%. On the news, China Meheco Group Co.Ltd(600056) announced that the company signed an agreement with Pfizer Inc that it will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment Paxlovid in Chinese mainland market during the agreement period (2022).
In the form of cococovid19, the detection unit of which is the subject of the 19-19, which is the subject of the detection of the 19-19-19-19, which opens in the afternoon after the afternoon, when the opening of the afternoon in the afternoon when the opening of the afternoon is a big and strong, with the big opening of the day in the afternoon, the opening of the detecting unit of the detection unit of what is known as the detection unit of what is known as the big opening of the day of the day, the big opening of the big and the strong, the Zhangjiagang Haiguo New Energy Equipment Manufacturing Co.Ltd(301063) 0106 Shanghai Labway Clinical Laboratory Co.Ltd(301060) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\6 rose more than 13%. In terms of news, covid-19 confirmed cases remained high in many regions of the world, and there were different numbers of confirmed cases in many regions of China. Yesterday, Wuxi Market Supervision Bureau held a symposium on the development of family independent nucleic acid / antigen detection products, which mentioned that "we will spare no effort to solve the difficulties and problems encountered by enterprises in product registration and declaration, and promote the rapid listing of family independent nucleic acid / antigen detection products in our city" Citic Securities Company Limited(600030) believes that under the strong infectivity of Omicron, antigen testing has been carried out overseas and Hong Kong, China, and the market demand for antigen testing will also increase.
Covid-19 drug concept has been active repeatedly, leading the rising targets. After Pfizer, yanyeyi covid-19 also received the attention of funds, Changjiangrunfa Health Industry Co.Ltd(002435) , Pku Healthcare Corp.Ltd(000788) all went up the limit, and Apeloa Pharmaceutical Co.Ltd(000739) with a large sector also went up the limit. In addition, the covid-19 medicine of the covid-19 drug of Pfizer and msdeast is still the direction that funds focus on. The Guangxi Hechi Chemical Co.Ltd(000953) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\the. Whether the medicine can be opened to a certain degree - 0025 Changjiangrunfa Health Industry Co.Ltd(002435) represents yanye Yi, a branch of new covid-19 medicine, and Ningbo Menovo Pharmaceutical Co.Ltd(603538) is the first enterprise that has supplied SM1 and SM2 with large orders.
The traditional Chinese medicine sector also performed well, Dali Pharmaceutical Co.Ltd(603963) 7-day 6 board, Tianjin Lisheng Pharmaceutical Co.Ltd(002393) 2 continuous pull, Hunan Hansen Pharmaceutical Co.Ltd(002412) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Shanghai Shenqi Pharmaceutical Investment Management Co.Ltd(600613) , Chongqing Pharscin Pharmaceutical Co.Ltd(002907) limit, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) limit rose by more than 14%.
Yesterday, a number of listed companies disclosed monthly reports. According to statistics, the growth rate of revenue and net profit of all listed companies that have disclosed monthly reports is positive. The collective "cry" of blue chip stocks is obvious, and most of them are concentrated in industry leading stocks. Better feedback has also been given in today's market today, where better feedback has also been given in today's market. Better feedback has also been given in today's market today, with Guangzhou Tinci Materials Technology Co.Ltd(002709) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ both rose by the limit.
On the whole, the sharp rise in the market today is mainly viewed as repair. The essence of the more obvious retaliatory rebound lies in the recent oversold. From the perspective of market performance, funds are mainly focused on theme stocks. Once the style is formed, it will not be easily changed in the short term.
today's trading limit analysis chart:
