Hexin investment consulting: after the stock index opened sharply lower, the downward electronic ID card probably performed well

I. disk view

The three major indexes opened low and closed down in a narrow range. More than 4200 stocks fell, and individual stocks showed a general downward trend; The daily limit is 50 and the daily limit is 34. As of the close, the Shanghai index fell 2.61%, and the Shenzhen Composite Index and gem index fell by 3%. In terms of sectors, electronic ID card, covid-19 treatment, artemisinin and other sectors led the increase; Airport shipping, oil and gas exploitation and services, electricity, scenic spots and tourism were among the decline list. The volume of transactions in the city is shrinking, returning to below trillion again; There was a significant net outflow of funds from the north.

According to the Chinese government website, after the closing of the fifth session of the 13th National People’s Congress on the morning of March 11, Premier Li Keqiang attended a press conference and answered questions from Chinese and foreign journalists in the Golden Hall on the third floor of the Great Hall of the people. At the press conference, The prime minister said: “The basic livelihood of the people is linked to the interests of daily life. Now there are more than 100 million people moving across provinces. They often have to travel back and forth to find jobs, provide for the aged and go to school in other places. The” inter provincial office “has indeed become a new demand. This year, we will implement a new policy, that is, to electronize people’s commonly used ID cards, that is, you can scan the code with your mobile phone when handling relevant matters It’s done. Of course, we should also provide convenience for those who do not use smart phones, especially the elderly, and ensure citizens’ information security and privacy. ” In the “14th five year plan” for the development of digital economy, it is also mentioned to establish and improve the government data sharing and coordination mechanism, and speed up the unified authentication of digital identity and mutual trust and mutual recognition of electronic certificates, electronic signatures and electronic official documents. We believe that the development of ID card electronization is expected to be rapidly promoted within the year, the whole industrial chain related to ID card electronization is expected to benefit from this wave, and data security will receive more attention.

Hexin’s view: today’s index decline is mainly caused by the substantial outflow of funds going north. If there are funds to sell, there will be funds to take over; Overall, the cycle of market shock bottoming will be lengthened. In the short term, it is recommended to see more and move less. It is suggested to pay attention to the performance of value stocks after the recovery of the index, and continue to pay attention to the track leading stocks with large decline in the early stage.

II. message

1. Yaowang will launch Bgi Genomics Co.Ltd(300676) covid-19 virus antigen detection kit

The 1 drug network announced that the company reached a strategic cooperation with Bgi Genomics Co.Ltd(300676) . The latter New Coronavirus (2019-nCoV) antigen detection kit (fluorescence immunochromatography) will be supplied nationwide through the 1 drug network digital platform. 1 pharma.com said that it will take some time for the product to be purchased and put on the shelves. The pre-sale of the product will be launched this week. 1 pharma.com is Bgi Genomics Co.Ltd(300676) the first online retail platform of the product.

2. The source of this round of epidemic virus in Pinghu, Zhejiang Province is the Omicron mutant, which is highly infectious

Jiaxing, Zhejiang Province held a press conference on covid-19 pneumonia epidemic prevention and control to introduce the latest situation of epidemic prevention and control. As of 10:00 on March 14, 8 cases of covid-19 confirmed cases have been reported in Pinghu City, Jiaxing. According to the press conference report, from the perspective of virus tracing, the epidemic is Omicron ba 2 evolutionary branch, which is highly homologous to the cases reported in other provinces on March 11. Data display, BA Subtype 2 is the variant with the strongest infectivity and immune escape ability at present. It is the original biotype ba The infectivity of 1 has increased by 30%, the transmission is more complex and hidden, and the difficulty of prevention and control has greatly increased, which needs to be paid great attention.

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