One week, the main bottom reading intention was obvious, adding weight to the non bank financial leader.
On March 18, driven by the financial and real estate sectors, the Shanghai index rose, the Shenzhen Composite Index and the gem index rose in the afternoon, and the three major stock indexes closed positive for three consecutive days On 16, the Finance Committee of the State Council held a special meeting and proposed to actively introduce market-friendly policies and hold accountable when necessary the market interpreted this as policy support. So far, A-Shares have started to rise sharply.
Guosheng Securities believes that under the resonance of "interest rate increase cycle + economic downturn + situation in Russia and Ukraine + counterattack against the epidemic", the rapid decline in the early stage of the market has been vented intensively, the valuation has reached a lower position, and the management has injected strong confidence near 3000 points, and the winning rate above 3000 points is highP align = "center" the first batch of covid-19 oral medicine paxlovid is here
According to the Shanghai Customs, on March 17, 21200 boxes of imported covid-19 virus treatment drug "paxlovid" were inspected and released by the customs of Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) Free Trade Zone, all import customs clearance procedures were completed and rushed to the front line of national anti epidemic.
On the same day, the Geneva pharmaceutical patent pool (MPP) has signed an agreement with five Chinese pharmaceutical companies to allow them to produce nimatovir API or preparation, one of the components of Pfizer covid-19 oral drug paxlovid. With the exception of Shanghai '' '''for the Shanghai '''out of the Shanghai '' '' ''for the Shanghai' ''out of the Shanghai' '' '123 6 and Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) are A-share listed companies.
In terms of efficacy, on November 5, 2021, Pfizer announced that oral antiviral therapy under development had a significant effect in the phase 2 / 3 clinical trial, and the specific drugs reduced the risk of hospitalization or mortality of mild patients by 89% Sinolink Securities Co.Ltd(600109) said that based on the therapeutic mechanism, accessibility and economy of oral drugs, it is optimistic about the application prospect of oral small molecule covid-19 drugs.
List of covid-19 oral drug concept stocks in the statistical part of securities times · data treasure. Since February, 18 shares have risen by an average of 13.26%, far exceeding the market performance in the same period. Of which Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Jinghua Pharmaceutical Group Co.Ltd(002349) has increased by more than 40%; There were only five losers, with declines of less than 5% One of the 6 '' \ Zhejiang Nhu Company Ltd(002001) has attracted the attention of many agencies, and there are about 20 rating agencies.
In terms of performance, as calculated by the median value of the annual annual data / the median value of the median of the median of the median of the median of the annual annual report, 13 listed companies have achieved a net profit year-on-year growth from 13 listed companies, with 123 6 \ and Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) net profit doubled. Among them, Northeast Pharmaceutical Group Co.Ltd(000597) has the highest increase. The company said on the interactive platform that it currently has the patent for the preparation method of ritonavir and the product is still in the early stage of research and development. Only Sino Biological Inc(301047) and Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) net profit decreased year-on-yearP align = "center" northbound capital net outflow of 16.7 billion a week
escapes Baijiu and lithium battery racetrack
The cumulative net outflow of funds from the north this week was 16.693 billion yuan, showing a return trend in the past two days. Today, northbound funds bought a substantial net 8.457 billion yuan, and there was a rush to raise funds in the late call auction news: FTSE Russell reviewed and changed the FTSE China Index, which took effect after hours today
Data treasure statistics the list of stocks with active transaction of northbound funds. As of Thursday, north capital has sold a lot of track stocks such as Baijiu and lithium batteries. Baijiu two leading Kweichow Moutai Co.Ltd(600519) and Wuliangye Yibin Co.Ltd(000858) were sold in a large and orderly way, with a sum of 4 billion 710 million yuan and 1 billion 168 million yuan in turn. The of the \morethan 500 million yuan.
7 shares of northbound capital returned, and the highest net purchase amount was Midea Group Co.Ltd(000333) , and the company obtained a large increase of 1.866 billion yuan; After the following followingthe with a 35 \ Luxshare Precision Industry Co.Ltd(002475) also received a net purchase of more than 200 million yuan from northP align = "center" one week net outflow of 94.5 billion yuan
overweight lithium battery, non bank financial track
The Shanghai index closed down 1.77% this week.
According to data treasure statistics, on March 14 and 15, the net outflow of the main force in the two days totaled more than 110 billion yuan after the stock index fell from a low of 3023.3 points in the past one and a half years on the 16th, the main force actively entered the market and narrowed the weekly net outflow to 94.46 billion yuan, with obvious bottom reading intention
Divided by Shenwan level industry, only non bank finance and building materials showed a net inflow, with the amount of 3.68 billion yuan and 467878 million yuan respectively. In other industries, the net outflow of medicine and biology exceeded 20 billion yuan, the basic chemical industry also exceeded 10 billion yuan, and the net outflow of computers and non-ferrous metals exceeded 5 billion yuan.
Excluding the new shares listed during the year, the net outflow of seven main shares exceeded 1 billion yuan. In the context of repeated outbreaks, the concepts of covid-19 detection and treatment have once again taken advantage of the wind and become one of the concepts of recent fires. The situation of the main force fleeing medicine, biology and basic chemical industry is obvious, with 8 shares and 4 shares in the industry in the top 20 It is noteworthy that, although the main forces are competing for the withdrawal, the main force of the main force, but the rising trend of individual stocks has not stopped as the main force has been retreataway, but the rising trend of individual stocks has not stopped as a result, and it is noteworthy that it is worth noting that while the main force is competing for the withdrawal, but the main force of the main force, though the main force is away, but the main force is away from the main force, but the rising trend of individual stocks has not stopped as the main force is away from the main force. It is worth of the notable that, though though the main force is away, though though though the main force is away from the main force, but the main body is away from the main force. It is worth of the notable thing to be noted that it is worth \ cumulative growth of more than 30%.
In terms of net inflow, China stock market news , Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Walvax Biotechnology Co.Ltd(300142) amount exceeds 1 billion yuan. The main capital is opposite to the operation of northward capital, which obviously increases the positions of lithium batteries, non bank finance and epidemic related tracks. For the sector of the sector of the lithium battery battery, the thecompany increased its holdings and rose more than 10% during the week. For the medical and biological sector of the medicine and biological sector of 6 Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) was also increased and rose well, with the highest Walvax Biotechnology Co.Ltd(300142) reaching 30.96%. In the non bank financial sector, there are Gf Securities Co.Ltd(000776) and Ping An Insurance (Group) Company Of China Ltd(601318) shares supported by funds.
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