At the time of the continuous correction of the three major stock indexes of a shares, Helicobacter pylori is on the list of market hot spots. The performance of the secondary market can be called the “class representative” of a shares. On January 6, the concept plate rose as high as 7.42%, ranking first in the two cities.
In terms of individual stocks, 9 of the 10 concept stocks rose. Among them, Beijing Scitop Bio-Tech Co.Ltd(300858) gained an increase of 20cm, and Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Juneyao Grand Healthy Drinks Co.Ltd(605388) , Chimin Health Management Co.Ltd(603222) realized the limit.
From the trading situation, Juneyao Grand Healthy Drinks Co.Ltd(605388) got out of the “second board” situation. Today’s opening was the limit of the one-stop board, and Yueyang Xingchang Petro-Chemical Co.Ltd(000819) staged the “sky floor” market, with an amplitude of up to 20%.
It can be seen that the reason for the rise in “bacteria” is that the U.S. Department of health and human services recently released the 15th edition of carcinogen report, adding 8 kinds of carcinogens, including Helicobacter pylori chronic infection, which is listed as a clear carcinogen.
At the same time, on the interactive trading platform of Shanghai and Shenzhen, a total of 14 companies were asked by investors whether they were involved in Helicobacter pylori business.
In this regard, Zheng Lei, chief economist of Baoxin finance, said in an interview with the Securities Daily that A-Shares have been adjusting since the end of last year, which can be understood as stock funds changing positions and shares. Some sectors with a large increase last year have not been adjusted. At present, new investment themes with high certainty are constantly forming. However, the reaction of the secondary market of Helicobacter pylori concept plate is similar to a theme mining behavior. It may form a hot spot in the short term, but it may not be durable. Even for companies with excellent performance, the stock price cannot be achieved overnight.
“On the whole, there is a large correction in the current A-share market, but it does not mean that there is no market in the whole year. On the contrary, the risk of overvaluation in some sectors can be released, laying the foundation for the market in the whole year.” Yang Delong, chief economist of Qianhai open source fund, told the Securities Daily that the future is a market determined by fundamentals, and the way of speculation concept and theme has been unsustainable. Investors should adhere to the concept of value investment, respond to changes in the market turmoil and grasp the main line of taking performance as the king.
Zheng Lei suggested that investors should reduce inertial thinking and have a deeper understanding of industries and listed companies, so as to lock in reasonable investment objectives in the process of plate differentiation. Avoid some sectors that may have overdraft performance or slow performance growth this year, such as the upstream of photovoltaic industry and new energy vehicle related industrial chain, and pay attention to some leading listed companies with defensive industrial sectors.
(voice of Securities Daily)
