The financial Associated Press reported on December 31 that today, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.41% and the gem index rose 0.00%. On the plate, the traditional Chinese medicine plate staged a trading tide, the salt lake lithium plate continued to strengthen in the afternoon, and high-level stocks plunged collectively in the late afternoon.
plate
In the past, the market of “drinking and taking medicine” often appeared in linkage, and at present, the trend of the two plates is polarized. This week, the medical and medical sector has gone out of the main wave, but the Baijiu plate is slightly depressed.
Today, the traditional Chinese medicine sector was active again, with the sector index up nearly 5%. As of the closing, Kunming Longjin Pharmaceutical Co.Ltd(002750) was promoted to 7 companies, Jinghua Pharmaceutical Group Co.Ltd(002349) was promoted to 6 companies, Chongqing Pharscin Pharmaceutical Co.Ltd(002907) was promoted to 3 companies, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) rose 20%, and more than 10 stocks such as Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Beijing Tongrentang Co.Ltd(600085) were assisted by the daily limit. In addition, the strength of traditional Chinese medicine stocks also led to the collective rise of other pharmaceutical stocks, Northeast Pharmaceutical Group Co.Ltd(000597) , Zhejiang Zhenyuan Share Co.Ltd(000705) , Guangxi Liuzhou Pharmaceutical Co.Ltd(603368) , Aurisco Pharmaceutical Co.Ltd(605116) and other stocks.
In terms of news, on December 30, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which proposed to include qualified traditional Chinese medicine institutions into the designated medical insurance. Recently, the State Administration of traditional Chinese medicine also approved for the first time the construction of a national demonstration zone for comprehensive reform of traditional Chinese medicine in seven provinces, including Shanghai, Zhejiang, Jiangxi, Shandong, Hunan, Guangdong and Sichuan.
Industry analysts pointed out that compared with the pharmaceutical sub sectors such as vaccines, innovative drugs and CXO, the traditional Chinese medicine sector has stepped out of a strong rebound due to multiple factors such as performance, policy and innovation. Looking forward to the future trend of traditional Chinese medicine stocks, analysts believe that the track has short-term opportunities. In the long run, the logic behind the traditional Chinese medicine market is not medicine, and the consumption attributes such as high repurchase rate and consumption stickiness are its logic.
In the medical and medical sector sentiment is high, Baijiu plate continued downturn trend. According to past experience, the organization will start to lay out for the next year at the end of the year, and consumer stocks will become the preferred funds. But the recent Baijiu plate is still in a low slump or related to dividends. News, in December 28th, China’s largest equity fund investment CSI Baijiu index securities investment fund issued the third dividend announcement. On the same day, Penghua Zhongzheng liquor index securities investment fund also issued the first dividend announcement of the year.
Professionals say that the large proportion of wine based dividends is equivalent to a disguised reduction in the stock market, which will have a certain sell-off in the Baijiu sector in the short term. But in the long run, consumption is an important supporting direction of the economy, and more support policies are expected to emerge in the future. Haitong Securities Company Limited(600837) said that the price of big consumer segments is approaching, with food and Baijiu increasing intensively, and the performance expectations for next year will be changed.
individual shares
Andon Health Co.Ltd(002432) , Shandong Chiway Industry Development Co.Ltd(002374) after continuously accelerating the daily limit yesterday, Andon Health Co.Ltd(002432) opened about 7% higher this morning, and weakened due to volume differences after opening. In this case, it is easy to cause the selling pressure plate to pour out. Then, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) also quickly fell to the limit, or implied in advance that high-end stocks had the risk of ebb tide. Finally, affected by the diving trend of Andon Health Co.Ltd(002432) and the limit of San Yang Ma (Chongqing) Logistics Co.Ltd(001317) for two consecutive days, Shandong Chiway Industry Development Co.Ltd(002374) also fell.
As of the close, Andon Health Co.Ltd(002432) closed down 10% and Shandong Chiway Industry Development Co.Ltd(002374) closed up about 6%. These two demon stocks basically repeat the fate of diving on December 31 last year Zhengzhou Coal Industry & Electric Power Co.Ltd(600121) and Henan Yuneng Holdings Co.Ltd(001896) . But the good news is that the low limit stocks in the medical sector where Andon Health Co.Ltd(002432) is located are still emerging one after another. This situation may be an atypical ebb and may be repaired in the next trading day.
Of course, according to the strength of today’s trend, the repair degree of demon stocks will also be different, that is, the repair intensity of Shandong Chiway Industry Development Co.Ltd(002374) may be stronger than Andon Health Co.Ltd(002432) , and the repair intensity of Andon Health Co.Ltd(002432) may be stronger than San Yang Ma (Chongqing) Logistics Co.Ltd(001317) . Since San Yang Ma (Chongqing) Logistics Co.Ltd(001317) is the weakest of the three demon stocks, there may be no double top opportunity of “dragon turning back”. As mentioned earlier, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) is generated under the consistent mood of Andon Health Co.Ltd(002432) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and other stocks out of the multi wave market, so it may reach the top in one wave.
future analysis
In terms of index, as of the close, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.41% and the gem index rose 0.00%. The growth enterprise market index rose 12.02% in the whole year, leading the major indexes, the Shenzhen Composite Index rose 2.67%, and the Shanghai 50 index fell 10.06% in the whole year. The net inflow of northbound funds throughout the day was 4.573 billion yuan, including 2.03 billion yuan for Shanghai Stock connect and 2.543 billion yuan for Shenzhen Stock connect. Northbound capital increased its positions in A-Shares by more than 430 billion yuan this year, a record high.
According to statistics, the index rose at the end of 2019 and the last day of 2020. Among them, the Shenzhen composite index not only repeated history, but also created history. As of the closing, the annual line of Shenzhen component index had successfully been positive for three consecutive years. You know, previously in the history of a shares, the K-line of Shenzhen composite index has never been positive for three consecutive years. Looking forward to the market after the festival, the agency said it was still optimistic about the market in the first quarter of next year. Under the support of steady growth and the opening of the easing cycle, the market as a whole still has a foundation for support and boost.
In terms of sentiment, it rose 2729, down 196 from the previous trading day; Trading limit 58 (excluding ST shares and unopened new shares), 29 less than the previous trading day; 31 fried boards, an increase of 8 over the previous trading day; Gem / Kechuang board stocks rose by 5, down 4 from the previous trading day; There were 7 drop limits, an increase of 4 over the previous trading day.
Today, the index continued to rise as scheduled, and high-level stocks differentiated as scheduled. In the case of hedging between the two, the market sentiment did not directly ebb, but still fluctuated near the active area.
market highlights
1. Most of China’s major commodity futures rose in 2021. Shanghai tin rose by more than 94%, leading the market
On December 31, most of China’s major commodity futures rose in 2021, led by Shanghai tin, with an increase of more than 94%, crude oil futures rose by more than 60%, Lu, coking coal, EB, red jujube, soda ash and other varieties rose by more than 30%, cotton yarn, ferrosilicon, SS, palm and other varieties rose by more than 20%, and soybean oil, sugar, chicken eggs, rubber and pulp all rose by different ranges. Pigs led the decline, down more than 50%, iron ore fell more than 30%, peanuts and Shanghai silver fell more than 10%, and soybean meal, Shanghai gold and glass all fell by different ranges. Among them, soda ash, ferrosilicon, power coal, coking coal and other varieties had the highest increase in the year, once exceeding 100%; Manganese silicon, urea, Shanghai tin, PVC and crude oil rose by more than 80% in the middle of the year, and Shanghai aluminum, SS, fuel oil, Lu, Zheng cotton and methanol also increased significantly in the middle of the year; Iron ore once fell nearly 50% in the middle of the year.
2. Medical insurance bureau and administration of traditional Chinese medicine: include qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into medical insurance
On December 31, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued guidance on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine on the 30th. The opinions put forward that it is required to include qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into the catalogue of Medicare drugs. The allocation and use of Chinese patent medicines included in the medical insurance catalogue through national negotiation shall be included in the monitoring and evaluation. Make full use of the “dual channel” drug management mechanism to expand the drug use channels of insured patients to designated retail pharmacies, so as to better ensure the drug use needs of insured people. All localities shall, according to the affordability of the fund and clinical needs, incorporate qualified ethnic medicines, traditional Chinese medicine preparations and traditional Chinese medicine decoction pieces of medical institutions into the payment scope of local medical insurance according to procedures, and establish a dynamic adjustment mechanism. The prepared pieces of traditional Chinese medicine that meet the prescription management measures and the management specifications of hospital prepared pieces of traditional Chinese medicine but exceed the common dose specified in the Pharmacopoeia of the people’s Republic of China will be included in the payment scope of medical insurance. The opinions put forward that we should strengthen the inclination of medical service projects with characteristics and advantages of traditional Chinese medicine. All localities are encouraged to include appropriate technologies of traditional Chinese medicine with accurate curative effect and reflecting the characteristics and advantages of traditional Chinese medicine into the scope of medical insurance payment. Standardize the use of traditional Chinese medicine medical service items, and medical insurance payment shall not set unreasonable restrictions.
(Financial Associated Press)
