In early trading on March 14, Hong Kong stocks fell sharply. Hong Kong’s Hang Seng Index has broken the 20000 point mark since 2016, with the largest intraday decline of 4.01%, the largest one-day decline since August last year. The Hang Seng technology index fell below 4000 points.
from the perspective of individual stocks, as of 11:30, more than 100 shares fell by more than 10%, while dalip holdings, Jinshan Industrial equity and Xingming holdings fell by more than 20% Internet, technology stocks, new forces of car making and other Chinese stocks all suffered heavy losses. Xiaopeng automobile, ideal automobile, BiliBili and Baidu group all fell by more than 10%. Alibaba and jd.com also suffered a sharp drop.
In fact, as early as last Friday, Chinese stocks fell sharply again, which directly impacted the trend of Hong Kong stocks. Many institutions expressed relevant views on the sharp decline of Hong Kong stocks, technology and Internet stocks.
Kaiyuan Securities believes that the performance and valuation of the leading companies in the Internet sector of Hong Kong stocks have been continuously suppressed by factors such as antitrust regulation and the implementation of personal information protection law for more than a year, but the current market may have full expectations about the impact of antitrust regulation on their future growth space and business model, The business goal of the Internet platform may change from the pursuit of scale to the pursuit of efficiency, and the main battlefield of competition may change to the struggle for efficiency. Although the high growth in the future is unpredictable, the investment in marketing and personnel expansion may be more rational, so as to make the profit more stable.
covid-19 detection of strong outbreak
institutions counter the trend and buy more than 2.2 billion
The National Health Commission announced today that 1437 confirmed cases of covid-19 pneumonia and 1337 local cases were added on March 13, with more than 1000 confirmed cases for two consecutive days.
Abroad, according to Xinhua news agency, Washington, March 13, former US President Barack Obama tested positive for covid-19 virus. Obama posted on social media that day that he felt his throat itchy recently. In addition, he felt good. He and his wife Michelle have completed covid-19 vaccination and received booster shots. Michelle covid-19 virus test results were negative. The covid-19 epidemic statistics released by Johns Hopkins University in the United States show that as of March 13, the cumulative covid-19 confirmed cases in the United States exceeded 79.5 million and nearly 970000 deaths.
a-share market pharmaceutical related covid-19 treatment, covid-19 detection, super fungi, influenza and other sectors rushed to the forefront of gains aotrui, China Meheco Group Co.Ltd(600056) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) strong daily limit; The Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Nanjing Vazyme Biotech Co.Ltd(688105) , Bgi Genomics Co.Ltd(300676) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) , etc. of covid-19 detection sector increased by more than 10%, of which Shenzhen Bioeasy Biotechnology Co.Ltd(300942) “20cm” limit. Covid-19 detection sector received a net purchase of more than 2.2 billion yuan of institutional funds in early trading today, and Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , North Chemical Industries Co.Ltd(002246) received a net purchase of more than 500 million yuan.
In terms of news, on March 11, the official website of the National Health Commission issued the notice on printing and distributing the application scheme for covid-19 virus antigen detection (Trial) (hereinafter referred to as the “notice”), indicating that it decided to add antigen detection as a supplement on the basis of nucleic acid detection, and organized the formulation of the application scheme for covid-19 virus antigen detection (Trial) (hereinafter referred to as the “trial scheme”). The pilot scheme introduces in detail the application of antigen detection in grass-roots medical and health institutions, isolated observers and community residents. According to the plan, the use of antigen detection in grass-roots medical and health institutions has professionals to collect samples, while the application of isolation observers and community residents involves self-test.
This is the first time to clarify the relevant policies of community residents’ self-test covid-19. The State Food and Drug Administration issued a notice approving the application 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.
The situation of covid-19 antigen detection products has attracted much attention. Many Chinese companies are involved in relevant businesses, including Nanjing Vazyme Biotech Co.Ltd(688105) , Bgi Genomics Co.Ltd(300676) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) etc. among them, Bgi Genomics Co.Ltd(300676) and eight institutions have jointly signed covid-19 antigen detection kit strategic cooperation framework agreement, covering the cooperation intention of covid-19 antigen detection kit at the level of more than 10 million people, The aim is to promote the accessibility of covid-19 antigen detection.
northbound capital and financing customers reduce their positions at the same time
As of March 11, the net sales of northbound capital in the month was nearly 34.1 billion yuan, ranking among the top three in history; Compared with the end of February, the financing balance decreased by 17.744 billion yuan, with a financing balance of 1.6 trillion yuan, the lowest level in nearly 10 months (according to the statistics of the last trading day of the month).
According to the statistics of securities times · databao, the market of selling northward funds and leveraged funds at the same time has occurred in 9 months in history. In terms of market performance, except in December 2015, the Shanghai stock index fell all the other eight times, and the decline was not low however, from the performance of the next month, the market has a certain chance of rebound. Except for the extreme market in 2015, the market performed well in June 2019, April 2020 and October 2020
According to the statistics of databao, since March, northward capital and financing have reduced their positions simultaneously in 416 stocks in the past month, and there are more than 25 pharmaceutical and biological, electronic, computer and non bank financial stocks
These stocks whose positions were reduced at the same time fell by an average of 5% in the month, weaker than the Shanghai index. The positions of Sunwoda Electronic Co.Ltd(300207) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Raytron Technology Co.Ltd(688002) , Tianjin Guangyu Development Co.Ltd(000537) and Tianjin Guangyu Development Co.Ltd(000537) were reduced by more than 15%, of which Shandong Shida Shenghua Chemical Group Company Limite(603026) and Tianjin Guangyu Development Co.Ltd(000537) were reduced by more than 10% by financing customers.
Among the above-mentioned stocks with reduced positions at the same time, there are 12 stocks with reduced positions by more than 0.5 percentage points within the month, and the financing customers reduced their positions by more than 5%. Those who reduce their positions by more than 1 percentage point include Shanghai Medicilon Inc(688202) , Zhejiang Runtu Co.Ltd(002440) , Nanjing Yunhai Special Metals Co.Ltd(002182) and Beijing Huafeng Test & Control Technology Co.Ltd(688200) Nanjing Yunhai Special Metals Co.Ltd(002182) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) and Proya Cosmetics Co.Ltd(603605) were reduced by more than 10% by financing customers.
24 shares with high performance and low value
obtained the capital of going north and increased the position of financing customers
According to the statistics of data treasure, in March, there were only 128 stocks that gained capital and financing customers from going north against the trend, and most of them were electronics, non-ferrous metals, chemical industry and food and beverage stocks.
Further, the valuation is less than 30 times, and the increase of net profit (including the upper limit) in 2021 is more than 20%. There are 24 shares of Bei Shanghai capital and financiers who increase their positions at the same time. These companies outperform the Shanghai stock index slightly as a whole. As of March 11, Goertek Inc(002241) , Sieyuan Electric Co.Ltd(002028) , Shandong Nanshan Aluminium Co.Ltd(600219) and other five stocks had fallen by more than 10%
In terms of capital increase, Ming Yang Smart Energy Group Limited(601615) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Focus Media Information Technology Co.Ltd(002027) and Focus Media Information Technology Co.Ltd(002027) were increased by more than 0.5 percentage points Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Shenzhen Yan Tian Port Holdings Co.Ltd(000088) , Focus Media Information Technology Co.Ltd(002027) and other 5 shares have been increased by more than 10% by financing customers.
In terms of performance, 10 of the above 24 stocks doubled their performance in 2021 (including the upper limit of prediction), with non-ferrous metals and chemical stocks in the majority. Among them, the maximum increase rate of net profit in Henan Shenhuo Coal&Power Co.Ltd(000933) 2021 exceeded 750%, and the maximum increase rate of Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Yunnan Tin Co.Ltd(000960) exceeded 300%.
