The A-share market has opened in 2022. I wish everyone will rise in the new year.
However, the year of the geese started the group’s diving competition, including lithium, photovoltaic, semiconductor, medical CXO, Baijiu consumption and so on. The 100 billion market value of CXO Daniu Asymchem Laboratories (Tianjin) Co.Ltd(002821) opened up and then ended, the Hong Kong stock’s water farmer’s mountain spring fell 10%, and the gem index of the popular track and the 50 hit index hit 2%.
However, individual stocks are still very active as a whole, with more than 3200 rising. It seems that they are killing the weight and institutional stocks. Traditional Chinese medicine stocks continued to break out, leading Beijing Tongrentang Co.Ltd(600085) rose again, pork stocks also rose, and muyuan with a market value of 300 billion soared.
At the close of the morning, the Shanghai Composite Index fell 0.35% and once fell 0.8%; The Shenzhen Component Index fell 0.73%, the gem index fell 2.19%, and once fell more than 2.5%; The Kechuang 50 index fell 2.15%, the turnover between the two cities was 810.4 billion yuan, 3263 stocks rose and 1263 fell.
Hong Kong stocks were also technology stocks, with the Hang Seng technology index falling more than 1.4% in the morning.
Northbound funds were also sold all the way in the morning, with a net sales of 1.9 billion yuan.
major indexes fell sharply, but individual stocks rose by more than 3000, and 100 stocks rose by the limit of
This morning, the main indexes fell across the board, but more than 3200 individual stocks rose, reflecting that heavyweights, institutional heavyweight stocks, popular track technology and other stocks significantly fell more than the market. And there are still 100 stocks trading
Fund heavyweight index fell 1.58%.
the small cap index continued to rise and rebounded to a new high
The national securities 2000 index rose 0.65%, a new rebound in recent years.
The small cap value index rose more than 1% and kept rising.
lithium photovoltaic CXO popular tracks collapsed
In terms of concept stocks, popular lithium minerals, polysilicon, CXO concept (medical), photovoltaic and lithium batteries led the decline, with a heavy decline; In the industry sector, medical care, electrical equipment, semiconductors, nonferrous metals, wine making, etc. decreased significantly.
100 billion CXO bull stocks collapsed, and more than 400 billion medical stocks approached the limit
The popular medical CXO concept leading stock, Asymchem Laboratories (Tianjin) Co.Ltd(002821) with a market value of 100 billion collapsed at the opening of the morning, and the H share of the stock also rose at one time in the morning. Asymchem Laboratories (Tianjin) Co.Ltd(002821) is a big bull stock, ten times that of the past few years.
CXO giant Wuxi Apptec Co.Ltd(603259) , with more than 300 billion yuan, also plunged nearly 9%.
More than 400 billion medical Mao Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) also plunged, down more than 9%, approaching the limit.
New energy heavyweights such as Contemporary Amperex Technology Co.Limited(300750) fell
The leading brother of lithium battery, with a market value of more than 1 trillion Contemporary Amperex Technology Co.Limited(300750) , fell 3.55%.
Photovoltaic leader Longi Green Energy Technology Co.Ltd(601012) once fell more than 4% and closed down more than 2% in the morning.
more than 500 billion shuimao Nongfu mountain spring fell more than 13%
Nongfu mountain spring fell sharply after opening, and once fell by more than 13%. Nongfu mountain spring has a market value of more than 500 billion Hong Kong dollars.
traditional Chinese medicine stocks set off a tide of trading, and the leading Beijing Tongrentang Co.Ltd(600085) continued to rise
Traditional Chinese medicine stocks benefiting from medical insurance continued to rise sharply, and the leading Beijing Tongrentang Co.Ltd(600085) of nearly 70 billion rose again, which has been rising continuously.
Chinese medicine stocks set off a trading tide. In the plate, Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 20cm rose by the limit, Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , Xiangxue Pharmaceutical Co.Ltd(300147) rose by more than 10%, and about 20 individual stocks such as Hunan Hansen Pharmaceutical Co.Ltd(002412) , Kpc Pharmaceuticals Inc(600422) , Jiuzhitang Co.Ltd(000989) , Chongqing Pharscin Pharmaceutical Co.Ltd(002907) rose by the limit.
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 that qualified traditional Chinese medicine institutions should be included in the designated medical insurance, We will bring into the scope of payment of medical insurance the prepared pieces of traditional Chinese medicine that comply with the measures for the administration of prescriptions and the norms for the administration of prepared pieces of traditional Chinese medicine in hospitals but exceed the common dose specified in the Pharmacopoeia of the people’s Republic of China, and promote the reform of payment mode of medical insurance of traditional Chinese medicine.
pork stocks also made efforts, with 300 billion mu yuan soaring
Pork stocks rose fiercely, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) limit, Tecon Biology Co.Ltd(002100) , Tech-Bank Food Co.Ltd(002124) , Jiangxi Zhengbang Technology Co.Ltd(002157) and so on.
Zhumao muyuan, with a market value of 300 billion yuan, also rose 5.77%.
Open source Securities said that the time point for the comprehensive configuration of the “pig cycle” has come. The essence of industry capacity deregulation is the survival of the fittest in breeding costs. At the current time point, the industry is in the key stage of excess capacity removal. 2022hi industry will enter the game stage of capacity removal, and the clearing of production capacity with cost disadvantage will be accelerated. This round of capacity removal is expected to reach about 15% (compared with the high point from May to June 2021). There is a positive correlation between the pace and extent of pig capacity removal and the timely length of loss. Therefore, there is a strong certainty of continuous capacity removal in 2022h1 industry.
(China Fund News)
