Don’t panic! This sector has become the “brightest star”! There are hundreds of billions of scale tracks about to explode!

On March 14, the three major A-share indexes fell by more than 2%. As of the close, the Shanghai Composite Index fell 2.61%, the Shenzhen composite index fell 3.08% and the gem index fell 3.56%; Individual stocks showed a general downward trend, with more than 4200 individual stocks floating green in Shanghai and Shenzhen, and a net sale of 14.408 billion yuan of funds to the north. On the disk, electronic ID card, covid-19 treatment, aviation and other sectors led the increase.

Specifically, the electronic ID card sector led the rise, and individual stocks such as Hangzhou Everfine Photo-E-Info Co.Ltd(300306) , Routon Electronic Co.Ltd(600355) , etc. rose by the limit; Covid-19 treatment sector was among the top gainers, and four stocks including Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) rose by the limit; Artemisinin, cellular immunotherapy, covid-19 detection, unmanned retail and other sectors were active; The airport shipping sector led the decline, Guangzhou Baiyun International Airport Company Limited(600004) down more than 8%, with oil and gas exploitation and services, scenic spots and tourism, beverage manufacturing and other sectors leading the decline.

For the future market of a shares, institutions generally said that after the continuous decline of a shares, the current stock market is below the historical median, and the adjustment has been relatively sufficient. At present, it is in a very good layout time point.

Jufeng investment adviser believes that the market as a whole has maintained a good foundation under the support of relatively stable fundamentals and liquidity. With the inflation peaking expectation strengthened and the RRR reduction expectation fell to the ground, the expectation of monetary easing increased again, bringing an overall boost to the market. Under the expectation of monetary and credit easing in the coming year, the good trend of the market is also expected to gradually open.

Hu Po, manager of Rongzhi investment fund under private placement paipai.com, said that although the liquidity crisis of A-Shares was alleviated last week, the intensification of the epidemic has also had a great impact on the real economy because the economic data were less than expected this week. At the same time, after the Federal Reserve raised interest rates and reduced the table, European and American funds are also accelerating and continuously flowing out, These negative factors led to a substantial adjustment of A-Shares today.

Liu Huiming, manager of Honghan investment fund, believes that the continuous decline of the A-share market since the second half of last year, especially the recent accelerated decline, has basically digested the market’s concerns about multiple uncertain factors such as China and the international situation. In the long run, it is currently in a very good layout time point. The follow-up should focus on the layout of industries with high long-term fundamentals, such as large consumption, new energy, medicine, military industry and semiconductor. In the short term, the sector will rotate rapidly. We need to focus on the upcoming annual and quarterly reports to avoid stepping on thunder.

List of individual stocks trading on Monday (March 14) p align = “center” tabulation: Ren Shibi

On March 14, the Hong Kong stock market opened sharply lower and went lower. The Hang Seng Index fell by more than 1000 points, down 4.97%, breaking through the integer level of 20000 points, hitting a new low in nearly six years, and falling below the level of 20000 points for the first time since 2016; The Hang Seng technology index fell 11.03%, the largest one-day decline in history.

hot spot I: electronic ID card concept stocks strengthened throughout the day Hangzhou Everfine Photo-E-Info Co.Ltd(300306) and other three stocks rose by the limit

On March 14, the electronic ID card sector strengthened throughout the day, with an overall rise of 5.25%, becoming the brightest star among the weak. Among them, three concept stocks including Hangzhou Everfine Photo-E-Info Co.Ltd(300306) , Routon Electronic Co.Ltd(600355) , Linewell Software Co.Ltd(603636) and Newland Digital Technology Co.Ltd(000997) also rose by 5.86%.

In February this year, the general office of the State Council issued the opinions on accelerating the expansion of the application field of electronic certificates and mutual recognition across the country, which proposed that by the end of 2022, the commonly used certificates and licenses of enterprises and the masses will be basically electronic. By 2025, the application field of electronic certificates and licenses will be more extensive, and the promotion of birth medical certificates, household registration books, ID cards The electronic application of personal commonly used licenses such as social security cards will promote the universal use of relevant electronic licenses.

China International Capital Corporation Limited(601995) believes that there are many related sectors in the digital ID card industry chain, and the manufacturers of core tracks are expected to benefit from resonance. Manufacturers of core technologies of identity authentication and recognition, including intelligent information collection and identity recognition manufacturers such as face recognition and fingerprint recognition, password solution manufacturers such as PKI, CA certification manufacturers, electronic signature manufacturers, etc; Public security departments and other departments of digital identity management platform manufacturers, such as the Ministry of public security citizen network identity recognition system, “Internet plus” trusted identity authentication platform (CTID platform); Other auxiliary technology manufacturers, including smart chip hardware manufacturers, QR code recognition module manufacturers, and data security solution suppliers.

hot spot 2: covid-19 treatment concept stocks are sought after China Meheco Group Co.Ltd(600056) 9 tian7 board

In March 14th, the COVID-19 treatment stocks were strong, and their overall growth was 1.4%, China Meheco Group Co.Ltd(600056) 9 days 7 boards. The company was granted the Pfizer COVID-19 oral medicine Chinese mainland operation rights; Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) raised the limit by “20cm”, and Aurisco Pharmaceutical Co.Ltd(605116) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) also increased by 12.40%, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) also increased by 9.14%, 5.38% and 5.28% respectively.

On the news side, in March 11th, according to the national Wei Jian Committee, the State Council, in response to the comprehensive prevention and control mechanism of New Coronavirus pneumonia, decided to increase the antigen detection on the basis of nucleic acid detection, and formulated the “COVID-19 virus antigen detection application plan”. The scheme stipulates the applicable groups for antigen detection: first, those who go to grass-roots medical and health institutions with respiratory tract, fever and other symptoms within 5 days; Second, isolate observers, including those in home isolation observation, close connection and secondary close connection, entry isolation observation, sealing and control area and control area; Third, community residents who need antigen self-test. At the same time, the main conditions to be met for antigen detection of the three groups and the access to detection reagents were clarified, and the disposal management process after positive detection was formulated to promote the connection between antigen detection and nucleic acid detection.

On March 13, the State Food and Drug Administration issued the notice on printing and distributing the application scheme for covid-19 virus antigen detection, approving the registration applications of five covid-19 antigen products, namely Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Beijing Hotgen Biotech Co.Ltd(688068) , boassis, Mingdao jietest and Lepu diagnosis. This means that the covid-19 antigen rapid test, which is popular all over the world, will be officially allowed to be put into use in China and provide a key basis for home testing.

Zhongtai Securities Co.Ltd(600918) said that referring to the overseas distribution policy, the distribution frequency of overseas covid-19 antigen self-test kit varies significantly, ranging from 2 to 10 times per capita. At present, the ex factory unit price of China’s covid-19 antigen self-test kit is about US $1-1.5. If China’s antigen self-test kit is officially liberalized, referring to overseas policies and assuming the minimum frequency twice a month, it is expected that the monthly scale of China’s covid-19 antigen self-test kit market is expected to reach 17.7-26.6 billion yuan. Taking into account the purchase by residents and enterprises at their own expense, it is expected that the purchase demand of covid-19 antigen detection products is expected to further increase. According to this calculation, the market scale of one year is expected to exceed 100 billion yuan.

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