today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three major indexes opened higher on the whole, but then fluctuated lower synchronously, and the weak pattern was obvious. Among them, the gem index fell by more than 2%.
From the industry sector growth ranking, traditional Chinese medicine, prefabricated vegetable concept, aquaculture, virtual digital man, Huawei shengteng, agriculture, animal husbandry, feeding and fishing, hair medicine, chicken concept and other sectors led the increase, while energy metals, Nanjing combination, photovoltaic equipment, CRO, salt lake lithium extraction, MLCC, wind power equipment and other sectors led the decline. By the end of the publication, the number of gainers has exceeded 3000 and the number of losers has exceeded 1400, with obvious profit-making effect. The net sales of northbound funds exceeded 2 billion.
message interpretation
On the 30th, 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 opinions put forward that it is required to include qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into the catalogue of Medicare drugs.
In recent years, the state has intensively launched various policies to support and encourage the inheritance, innovation and development of traditional Chinese medicine: the number of Chinese patent medicines in the basic medicine catalogue accounts for 39.12%, and the continuous promotion of the “986” goal is expected to stimulate the large-scale production of traditional Chinese medicine. Since 2021, the approval of innovative Chinese traditional medicine has accelerated. As of December 24, 2021, 11 innovative Chinese patent medicines have been approved. Recently, the ex factory prices of Beijing Tongrentang Co.Ltd(600085) Angong Niuhuang Pill and Chongqing Taiji Industry (Group) Co.Ltd(600129) Huoxiang Zhengqi oral liquid have increased, which has aroused the market’s attention to the price raising ability of brand traditional Chinese medicine.
Therefore, as a subdivided field of the pharmaceutical industry, the Chinese medicine industry has been boosted into a high business cycle by the policy overweight. The logic of benefiting from price increase further catalyzes the industry opportunities, and the subdivided high-quality targets are worthy of in-depth mining.
should focus on strategies and directions
The Shanghai stock index fell under pressure near 3649 in the short term, and the gem index fell significantly dragged down by new energy and pharmaceutical stocks. It is obvious that the market is digesting tomorrow’s huge IPO in advance. On the first trading day of the new year, the market is still obvious high-low switching. Last year, good track stocks fell significantly. On the contrary, some low start varieties have obvious structure. It is recommended to do a good job in position allocation and focus on low absorption in strategy. In addition, entering January, the annual report forecast will usher in intensive disclosure, and the performance direction is expected to become the direction of capital attention. It is suggested to continue to pay attention to the varieties that exceed expectations. The overall position continues to be controlled within 30%.
(Yuanda)
