On the first trading day of 2022, the index of A-Shares went a little ugly. The heavy positions of funds were falling sharply. The Shanghai Stock Exchange and Shenzhen Composite Index barely supported, while the gem plunged, falling by more than 2%. “Fund” is on the microblog hot search list again.
However, although the overall market performance is poor, in fact, the rising stocks are far more than the falling stocks, and more than 70% of the stocks are red.
Overall, the stock index opened slightly higher, fluctuated lower in the session, and the decline narrowed in the afternoon; The Shenzhen composite index once fell more than 1% in the morning and rebounded in the afternoon; Gem refers to the weak shock of the whole day, with a decline of more than 2%; The turnover of the two cities was significantly enlarged, with a daily turnover of more than 1.25 trillion; Northbound funds were once net sold for more than 2 billion yuan and turned to a small net purchase in the afternoon.
As of the close, the Shanghai index fell 0.2% to 3632.33 points, and the Shenzhen composite index fell 0.44% to 14791.31 points; The gem index fell 2.18% to 3250.16 points; The total turnover of the two cities was 1266.4 billion yuan, and the net purchase of funds from the North was 460 million yuan.
track stocks plunged
Cro, lithium battery and photovoltaic led the decline, Wuxi Apptec Co.Ltd(603259) approached the intraday limit, and Contemporary Amperex Technology Co.Limited(300750) fell by more than 3%.
western medicine sector plummeted
Chinese medicine soared
In the weak market, traditional Chinese medicine stocks stand out and rise collectively.
In terms of policy, on December 31, 2021, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued guidance on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine. The opinion points out that the qualified traditional Chinese medicine institutions will be included in the designated medical insurance, including the qualified traditional Chinese medicine (including integrated traditional Chinese and Western medicine, minority medicine, the same below) medical institutions and traditional Chinese medicine retail pharmacies in time into the management of the designated medical insurance agreement. According to regulations, the qualified grass-roots medical and health institutions and rehabilitation hospitals, hospice care centers, nursing homes and elderly care institutions that provide traditional Chinese medicine services shall be included in the fixed-point management of medical insurance; Timely bring qualified designated TCM medical institutions into the fixed-point scope of direct settlement for medical treatment in other places, so as to improve the regional radiation power of TCM medical institutions; The designated Chinese medicine institutions that carry out Internet treatment and treatment will, after signing supplementary agreements with the regional health insurance agencies, provide the Internet plus Chinese medicine services into the scope of medical insurance payment.
Citic Securities Company Limited(600030) hand
the futures company fell by the limit
Citic Securities Company Limited(600030) in a stock research report on January 3, the non bank team gave Yongan futures a “sell” rating, which is also the first “sell” rating in the history of Yongan futures.
Citic Securities Company Limited(600030) said that the company’s valuation is not cheap; Considering the time of the next year, the target price of the next year corresponds to the target price in January 2023, meeting the starting point of medium and long-term valuation logic. At present, the company’s outstanding shares are 145 million, with a relatively small circulation price and obvious characteristics of secondary new shares in the short term. It will be 530 million shares on December 23, 2022, and the circulation price will expand significantly. It is expected that the company’s valuation will tend to be rational in the next year. The company’s share price has the risk of falling by more than 10% relative to the market, which is in line with our “sell” rating standard, The “sell” rating is given for the first coverage, and the target price per share corresponding to the upper valuation limit is 22 yuan.
Based on the lower valuation limit of Citic Securities Company Limited(600030) of RMB 22.5 billion, the current market value of Yongan futures has been discounted by more than 50%.
Citic Securities Company Limited(600030) said that since 2018, the brokerage market share of Yong’an futures company has generally been in a downward trend. The market share of the exchange in the previous period decreased from 2.3% in 2018 to 1.4% in the first half of 2021; The market share in Zhengshang exchange decreased from 2.4% in 2018 to 1.7% in the first half of 2021; The market share in Dachang exchange decreased from 3.0% in 2018 to 1.8% in the first half of 2021; The market share of CICC decreased from 2.2% in 2018 to 1.85% in the first half of 2021. At the same time, the overall level of the company’s commission rate is also under great pressure. The downward trend is consistent with the industry, but the absolute level is significantly lower than that of peer companies.
more than 1 million cases were diagnosed in one day!
American covid-19 burst table
Bloomberg has just reported a “terrible news”: on January 3 local time, there were more than one million newly confirmed cases of covid-19. Bloomberg said the figure set a new global one-day record.
Screenshot of Bloomberg Report
The report mentioned that the number of new cases in a single day on January 3 was almost twice that of the new record (590000 cases) just set four days ago.
Bloomberg said that while the United States released this alarming figure, many Americans still rely on their own tests at home, and these test results will not be reported to the official government agencies. The report said that this means that the new record must have been seriously underestimated.
According to the latest statistics released by Johns Hopkins University, as of 13:30 Beijing time on January 4, there were more than 56 million confirmed cases of covid-19 in the United States, reaching 56190946 cases and more than 820000 deaths.
the epidemic spread momentum at the community level in Xi’an has been controlled
On the afternoon of January 4, 2022, the Information Office of Shaanxi Provincial People’s government held a press conference on the prevention and control of covid-19 pneumonia in Shaanxi Province.
The reporter learned from the press conference that from 0:00 to 24:00 on January 3, 95 local confirmed cases were newly reported in Shaanxi, all in Xi’an. Since December 9, 2021, 1785 confirmed cases have been reported in Shaanxi Province, including 1758 in Xi’an, 13 in Xianyang, 13 in Yan’an and 1 in Weinan.
After several rounds of large-scale nucleic acid testing and 12 days of strict social control, after more than 150 cases were reported in a single day for 7 consecutive days, 122 cases were added on January 1, 90 cases on January 2 and 95 cases on January 3. Although they were at a high level for many consecutive days, compared with the initial stage of the epidemic, the rapid upward trend of transmission caused by the community level was controlled. With the further implementation of control measures, the proportion of cases from centralized isolation personnel has gradually increased, the proportion of cases detected at the social level has gradually decreased, the general trend of the epidemic has shown a downward trend, and the early prevention and control results have been shown, but it is still in the critical period of prevention and control work. There have been no new cases in Weinan for 9 consecutive days, and the epidemic situation has been basically controlled; Recent new cases in Yan’an and Xianyang are closely connected personnel with centralized isolation, and the risk is generally controllable, but the possibility of sporadic dissemination is not ruled out.
It was learned from the press conference that 274 cases of residents in urban villages in Xi’an were confirmed, involving 39 villages, and there were multiple aggregated outbreak points in urban villages such as dongaoli village, Shajing village and nanxiaozhang village, of which 100 cases were confirmed in panjiazhuang village. Because these cases lived in densely populated urban villages before diagnosis, involving a large number of close contacts, forming a more complex transmission, and more people need to be transferred to isolation points.
At present, the situation of multiple social aspects in urban villages has also been preliminarily controlled. The epidemic prevention and control in Shaanxi Province has entered the general attack stage of attacking strongholds and promoting the elimination of social aspects. Urban villages and colleges and technical secondary schools are still the focus of the general attack task.
one confirmed case was found in Taikang, Henan
1 asymptomatic infected person
Notice of covid-19 pneumonia epidemic prevention and control headquarters of Taikang County on implementing classified management in some areas of Taikang County
One confirmed case and one asymptomatic infection were found in the nucleic acid detection of covid-19 pneumonia in our county. In order to effectively ensure the life safety and health of the people in the county and quickly and effectively block the spread, according to relevant laws and regulations and relevant provisions on epidemic prevention and control, and after comprehensive research and judgment by the expert group, the notice on classified management in relevant areas of Taikang county is as follows:
1、 The following areas shall be subject to sealed area management
Chengguan Hui town north street community.
All personnel in the sealed and controlled area shall implement the management measures of “regional closure, staying at home and door-to-door service”, and conduct nucleic acid detection in accordance with the relevant provisions on epidemic prevention and control.
2、 Implement control area management for the following areas
Taikang No. 3 middle school, Chengguan Town experimental primary school, Maozhuang town wanglongji parking lot, century new town.
All personnel in the control area shall implement the management measures of “no people out of the area, no gathering”, and carry out nucleic acid detection and health monitoring in accordance with the relevant provisions of epidemic prevention and control. Each household in the control area can arrange one person every two days to purchase living materials at the designated place of the community (Village) on the premise of strict personal protection.
3、 Other areas in Taikang county are prevention areas
4、 The control and service of the sealed control area and control area shall strictly implement the territorial responsibility and industrial supervision responsibility, do a good job in the life security, emotional comfort and psychological counseling of the people within the jurisdiction, and pay attention to solving the special needs of the disabled, the elderly living alone, going out for medical treatment and other people.
5、 Residents in the sealed control area, control area and prevention area shall consciously implement the above control measures, actively cooperate with nucleic acid detection and health monitoring, and shall not go out without authorization to avoid the risk of epidemic spread.
6、 All gathering activities within the jurisdiction of Taikang county were stopped, enterprises and institutions advocated online office and suspended hall food. Personnel within the jurisdiction of Taikang county do not leave too much unless necessary. If they do need to leave too much, they must hold the negative certificate of nucleic acid test within 48 hours.
The above measures will be dynamically adjusted according to nucleic acid detection and epidemic risk assessment results. During the period of sealing, control and management, we hope you can understand, support and cooperate with the inconvenience caused by travel and daily life.
This Circular shall be implemented as of the date of promulgation.
the Kindle may withdraw from the Chinese market, and Amazon responded
On January 4, “Kindle” boarded the microblog for hot search. Some netizens broke the news that China’s “Kindle” was abnormal. There was a large shortage of Kindle products in the official self operated stores. They thought this was a signal that Amazon’s e-book business was going to exit China.
After inquiry, it is found that many styles of Kindle readers are out of stock, and only some basic Kindle readers are in stock.
Amazon said: we are committed to serving Chinese consumers. Consumers can purchase Kindle devices through third-party online and offline retailers. Amazon’s high-quality customer service and warranty service will not change. Kindle e-book readers are favored by consumers, and some models are sold out in the Chinese market.
the protagonist of the blood into gold scam is judged
female version of jobs fraud
On January 3 local time, a jury ruled that Elizabeth Holmes, founder of theranos blood testing company, was convicted of four of the 11 charges. Previously, the company had claimed that it could quickly detect whether a person had cancer or diabetes and so on by collecting a few drops of blood from his fingertips, which was considered a “revolution in disease diagnosis”.
According to the Wall Street Journal reported on the 3rd, according to the indictment, Holmes was charged with nine counts of telecommunications fraud and two counts of conspiracy to commit telecommunications fraud, of which four were convicted and four were not convicted. For the other three charges, the jury had not reached a verdict because it was difficult to reach a consensus on that day. It is reported that the prosecution can choose to conduct a new trial on the charges that have not been convicted in the future.
Theranos Inc, a silicon valley blood testing startup founded by Holmes. Once famous and valued at $9 billion, it was finally recognized as a fraud and ended in bankruptcy. Elizabeth Holmes was once called “the female version of jobs”. However, when the scam was exposed, it was found that she was only the American version of Jia Yueting.
After the judgment, Holmes walked out of the court and went to the Marriott Hotel a block away. She didn’t answer any questions raised by the media along the way. Holmes’ lawyer declined to comment.
Holmes became famous because she claimed that theranos’s small equipment could perform hundreds of diagnostic tests faster, more accurately and cheaper than traditional large machines, boasting that it would revolutionize the field of health care.
One of her selling points is that theranos’s analytical instrument can get test results through only a drop of blood. Holmes mentioned her fear of needles as a source of inspiration for the technology.
By 2015, Forbes called Holmes the youngest self-made female billionaire and was on the cover of the magazine. But in the same year, the Wall Street Journal published a report exposing the defects of theranos technology, which prompted regulators to conclude the following year that the relevant instruments posed a threat to the health of patients.
(China Fund News)
