This week, the adjustment trend of the main A-share indexes was obvious. Among them, the Shanghai Composite Index and Shenzhen composite index both fell by about 4%; Gem refers to the largest pullback of nearly 10% this week, but driven by covid-19 related sectors, the decline narrowed, with a cumulative decline of 3.03% this week.
In terms of industry sectors, due to the weak overall market, none of the 31 Shenwan industries rose this week. Among them, social services, household appliances, non-ferrous metals and other sectors performed the worst, falling 7.9%, 7.5% and 7% respectively.
In the global market, due to the slight easing of the conflict between Russia and Ukraine, European stock markets such as Germany, France and the UK rebounded. However, the situation in Russia and Ukraine still affects the global market, and the financial markets in the United States and the Asia Pacific region are still adjusted. It should be noted that this week’s popular Chinese concept stocks fell significantly, Didi fell by more than 43%, the largest decline on record, fogcore technology fell by more than 36%, ideal cars fell by more than 14%, and Baidu and Xiaopeng cars fell by more than 12%.
Citic Securities Company Limited(600030) said that A-Shares have recently suffered serious emotional catharsis due to the superposition of internal and external risks, and there have been three serious deviations. At the same time, with the arrival of the three critical points, the market bottom has been confirmed twice, and A-Shares are about to usher in a resonant rise in value and growth. On the allocation, we should insist on the balanced distribution of style and industry, adhere to the main line of steady growth, continue to focus on the “Two Lows”, and focus on the future of lithium, photovoltaic, semiconductor, Baijiu, medicine and construction.
Xingzheng strategy points out that the most panic time has passed, and the market will usher in a phased repair window in the next month. First of all, from the performance of overseas markets this week, the panic over the conflict between Russia and Ukraine has been significantly released, and the overseas equity market has also changed from unilateral decline to two-way fluctuation. Secondly, the recent “steady growth” policy has been actively introduced. Finally, the Fed’s plan to raise interest rates and even shrink the table is imminent.
1. Health Commission: community residents who need self-test can purchase antigen test reagents for self-test
On March 11, the National Health Commission issued the application scheme for covid-19 virus antigen detection (Trial). It is mentioned that if community residents have self-test needs, they can purchase antigen detection reagents for self-test through retail pharmacies, online sales platforms and other channels.
2, 5 covid-19 antigen self-test products officially launched
On March 12, the State Food and Drug Administration issued a notice approving the change of covid-19 antigen product self-test application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biology. Since then, five covid-19 antigen self-test products have been officially launched.
3. The measures for the administration of electronic cigarettes issued by the state tobacco monopoly administration shall come into force as of May 1, 2022
On March 11, the State Tobacco Monopoly Administration issued the measures for the administration of electronic cigarettes, which will be officially implemented on May 1. The main contents include clarifying the definition and supervision object of e-cigarette; Implement channel management for e-cigarette sales, establish e-cigarette transaction management platform, and standardize e-cigarette sales methods; Carry out the whole process management on the quality of e-cigarette products, and establish the technical review and tracking mechanism of e-cigarette products.
4. Ministry of agriculture and rural areas: the supply of live pigs is sufficient, and the price will continue to decline
On March 12, the Ministry of agriculture and rural areas announced that due to the inertial growth of production, there are too many pigs in China. Coupled with the decline in pork demand in the off-season after the Spring Festival, there is a phased surplus in pork supply. The latest monitoring by the Ministry of agriculture and rural areas shows that at present, due to the superposition of the dual factors of increased supply and seasonal reduction of consumption, the price of pigs continues to decline, the price is at the low level since 2020, and the breeding enterprises are at a loss.
5. China Nonferrous Metals Industry Association: the current nickel price seriously deviates from the fundamentals
On March 11, the relevant person in charge of China Nonferrous Metals Industry Association said that recently, the sharp fluctuation of nickel price has aroused the attention of all parties. China Nonferrous Metals Industry Association pays close attention to this. The Association believes that the current nickel price seriously deviates from the fundamentals, loses the guiding significance of the spot price, deviates from the original intention of serving the real economy, and causes serious harm to the global nickel and upstream and downstream related industries.
According to the issuance arrangement, seven new shares will be issued centrally from March 14 to March 18.
Next Monday (March 14), you can apply for Heshun technology and Shouyao holding;
Next Tuesday (March 15), you can apply for Xingtong shares;
Next Wednesday (March 16), you can apply for Lushan new timber;
Next Thursday (March 17), you can apply for wankai new material and fujilai;
Next Friday (March 18), you can apply for taienkang.
Heshun technology , purchase code 301237 , purchase price of 56.69 yuan / share, is a high-tech enterprise focusing on the R & D, production and sales of differentiated and functional biaxially stretched polyester film (BOPET film). According to the differentiated needs of customers, we can produce polyester film products of various specifications, models and different uses. The main products include colored photoelectric base film, transparent film and other functional films.
first drug holding , purchase code 787197 , the purchase price of 39.9 yuan / share, the company is a small molecule innovative medicine company in the clinical research stage, the R & D pipeline covers non-small cell lung cancer, lymphoma, hepatocellular carcinoma, pancreatic cancer, thyroid cancer, ovarian cancer, Leukemia and other important tumor indications and other important diseases such as type II diabetes.
Xingtong shares , purchase code 732209 , purchase price is 21.52 yuan / share. The company is mainly engaged in the water transportation of bulk liquid chemicals and refined oil along the coast of China. After years of accumulation, the company has developed into a leading enterprise in China’s coastal bulk liquid chemical shipping industry, occupying a leading position in the market segment.
Lushan new material , purchase code 732051 . The company is a high-tech enterprise focusing on the R & D, production and sales of green, environmental friendly and high-performance polymer hot-melt bonding materials. Its products are widely used in composite building materials, energy pipes, high barrier packaging, photovoltaic new energy, flat panel display and other fields, It provides comprehensive bonding solutions for customers in many countries and regions around the world. It is one of China’s leading enterprises of high-performance hot-melt bonding materials.
wankaixin material , purchase code 301216 , the company is one of the leading polyester material R & D, production and sales enterprises in China, committed to providing healthy, safe, environmental friendly and high-quality polyester materials for the society. Its main products include bottle grade PET and dayuang pet, Among them, the proportion of bottle grade PET revenue in the main business revenue basically exceeded 90% during the reporting period.
fujilai , purchase code 301258 . The company is mainly engaged in the R & D, production and sales of pharmaceutical intermediates, APIs and raw materials of health products. Its main products include lipoic acid series, phosphatidylcholine series and carnosine series.
tynkon , purchase code 301263 , as the sole general agent of Hewei Zhengchang pill and voritin in China, the company is fully responsible for the promotion and sales of Hewei Zhengchang pill and voritin in China, has complete sales pricing power and controls relevant sales channels and customer resources.
