The collective decline of new energy themes, the continued popularity of traditional Chinese medicine, and the leading Kunming Longjin Pharmaceutical Co.Ltd(002750) Jiulian board.
the market index opened higher and went lower
the theme of new energy has generally cooled down
On the first trading day of 2022, A-Shares made a good start. In the morning, the Shanghai Composite Index, Shenzhen Component Index and gem index rose 0.26%, 0.52% and 0.77% respectively. There were more than 2500 stocks that were popular at the opening, with lithium in Salt Lake, wireless headphones and new energy vehicles among the top gainers. Shortly after the opening, the new energy theme fell collectively, dragging down the market index, and the gem index fell by more than 2.5%.
As of midday closing, lithium ore, polysilicon, lithium extraction from Salt Lake, photovoltaic and lithium battery with new energy themes all fell by more than 2%. Lithium mining leader Tibet Summit Resources Co.Ltd(600338) approached the limit, and Chengxin Lithium Group Co.Ltd(002240) , Tibet Urban Development And Investment Co.Ltd(600773) and Zangger mining fell by more than 7%; Polysilicon leaders Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Tongwei Co.Ltd(600438) all fell by more than 5%; The PV faucet Ningbo Deye Technology Co.Ltd(605117) fell by the limit, Trina Solar Co.Ltd(688599) , Flat Glass Group Co.Ltd(601865) , Ginlong Technologies Co.Ltd(300763) fell by more than 8%.
Aquatic products, pork, seed industry, traditional Chinese medicine and the concept of meta universe bucked the market. Aquatic product concept stocks rose across the board, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) rose 19.43%, and Dahu Aquaculture Co.Ltd(600257) rose by the limit; Pork stocks Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) rose by the limit, and pork breeding leaders New Hope Liuhe Co.Ltd(000876) , Muyuan Foods Co.Ltd(002714) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Wens Foodstuff Group Co.Ltd(300498) all rose by more than 5%.
traditional Chinese medicine plate continues to be popular
northward capital warehousing industry leader
The Chinese medicine sector continued the hot performance before the new year's Day festival, with more than 20 stocks trading in the morning. At midday closing, Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) all rose by 20cm, while Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) all rose by the limit. The latest share price of Beijing Tongrentang Co.Ltd(600085) hit a record high, and the value of a stock market approached 70 billion yuan.
Data treasure statistics show that since December 2021, traditional Chinese medicine stocks have launched a wave of fierce offensive. By the end of last year, the average increase of traditional Chinese medicine stocks had reached 24.07%. Stocks such as Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Jianmin Pharmaceutical Group Co.Ltd(600976) increased by more than 50% during the period. The most popular Kunming Longjin Pharmaceutical Co.Ltd(002750) continued trading this morning, and the number of consecutive trading boards rose to 9. It is the stock with the most consecutive trading boards at present, with an increase of 140% since December.
Insiders said that the concentration and strength of traditional Chinese medicine stocks has something to do with the support of policies. On December 30, 2021, the national medical insurance bureau and the administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, giving full play to the advantages of the medical security system and supporting the inheritance, innovation and development of traditional Chinese medicine. On the same day, the State Food and Drug Administration issued the "14th five year plan" for national drug safety and promoting high-quality development, accelerating China's leap from a large pharmaceutical country to a powerful pharmaceutical country, so as to better meet the health needs of the people.
In terms of funds, according to the rough calculation of the average transaction price in the range, since December last year, there are 7 Chinese medicine stocks with an additional holding of more than 100 million yuan, namely Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Yunnan Baiyao Group Co.Ltd(000538) , Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Jiuzhitang Co.Ltd(000989) , Renhe Pharmacy Co.Ltd(000650) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) . Traditional Chinese medicine leader Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ranked first with an increase of 347 million yuan.
historical law revealed by 20-year data
the rising probability of the three plates is high
From the research report data of institutions, most institutions are generally optimistic about the red envelope market in January. Founder Securities Co.Ltd(601901) pointed out that the first quarter in history was a period of centralized release of policies, especially at a time when there is an urgent need for stable economic growth, the monetary policy in January this year is worth looking forward to. In terms of operation, it is light of the index, heavy on individual stocks, bargain hunting, focusing on securities companies, "Chinese prefix" and "national brand" stocks, yuanyuzhou concept, electromechanical equipment, environmental protection and "three low" bottom stocks, Avoid "three high" stocks and delisting risk stocks.
Citic Securities Company Limited(600030) said that it is expected that the data in the fourth quarter of 2021 will show an obvious recovery trend of China's economy, the data in the first quarter will fully reflect the effect of policy synergy, and market confidence will repair rapidly. In addition, at the end of the year, both the admission of incremental funds and the transfer of stock funds will reflect the characteristics of water flowing to the low, "cutting high to low" is still the trading direction with the least resistance, and the cross-year market style is still obviously biased towards the market and low-level blue chip repair.
Will the market start well in January? Through combing the market data over the past two decades, databao found that there was no significant law in the rise and fall of the main A-share indexes in January . In the past two decades, the Shanghai stock index and Shanghai Shenzhen 300 index rose only 11 times, with a rise probability of 55% . the rising probability of Shenzhen composite index is slightly higher, reaching 60%, and the rising probability of gem index is less than 50%.
By industry, which industries were most favored by funds in January? Data treasure statistics show that during January of the past two decades, a total of 22 industries have ranked among the top three in the monthly growth list. The computer ranked the top three in the list for three times. Followed by communication and banking, which were listed five times respectively.
(data treasure)
