The latest version of covid-19 viral pneumonia diagnosis and treatment plan was released, and a number of adjustments were good for the main line of wine travel recovery
The diagnosis and treatment plan for the epidemic situation of new coronal pneumonia (trial version 9) was released on March 14, 2022. The key revisions include: (1) optimizing the case discovery and reporting procedures; (2) The cases shall be treated by classification, and the isolation management and treatment places shall be determined according to the condition. The light cases shall be subject to centralized isolation management. The ordinary, severe and dangerous cases and patients with severe high-risk factors shall be treated in designated hospitals; (3) Further standardize antiviral treatment and write two specific anti covid-19 drugs approved by the State Food and drug administration into the diagnosis and treatment plan; (4) The content of TCM treatment has been revised and improved; (5) Adjust the release of isolation management and discharge standards; (6) Adjust the precautions for release of isolation management and after discharge, and modify “continue 14 days of isolation management and health status monitoring after discharge” to “release isolation management or continue 7 days of home health monitoring after discharge”. We believe that the latest version of covid-19 virus pneumonia diagnosis and treatment plan has made a number of changes, which will promote the pressure relief of the medical system and clarify the anti epidemic process and methods.
Xi Jinping further clarify the epidemic prevention requirements, key points and responsibilities, and emphasize accurate epidemic prevention in different areas and levels
With regard to the characteristics of multiple points, wide range and frequent occurrence of the recent local epidemic in China, Xi Jinping made an anti epidemic instruction at the Standing Committee of the Political Bureau of the CPC Central Committee on March 17, emphasizing “adhering to ‘external defense input and internal defense rebound’, Continuously improve the general policy of “zoning, grading, differentiated and accurate prevention and control” and “take more effective measures to achieve the maximum prevention and control effect at the least cost and minimize the impact of the epidemic on economic and social development”. And make instructions on specific epidemic prevention measures to ensure the supply of people’s daily necessities and medical needs, expand the monitoring coverage of key groups, compact the prevention and control responsibilities in port areas, and strengthen the normalization of prevention and control in key places such as schools. We believe that the Xi Jinping speech significantly boosted the confidence in the fight against the epidemic, and emphasized the accurate epidemic prevention in different regions and levels, as well as the instructions to minimize the impact of the epidemic on the economy, which will further provide a stronger guarantee for economic recovery.
Investment advice
The new version of China’s covid-19 diagnosis and treatment plan and the central covid-19 epidemic prevention and control work will promote epidemic prevention to enter a new stage. We suggest continuing to focus on the four main lines of recovery logic: 1) It is recommended to stay at the bottom of the group’s long-term growth cycle; 2). Recommend Songcheng Performance Development Co.Ltd(300144) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , targets of high-quality scenic spots benefiting from the increased penetration of leisure tourism and peripheral tourism, and pay attention to China Cyts Tours Holding Co.Ltd(600138) , Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , Fosun tourism culture opened up by Wuxi Online Offline Communication Information Technology Co.Ltd(300959) tourism business and Changbai Mountain Tourism Co.Ltd(603099) , which benefit from the increased attention of ice and snow tourism; 3). Recommend hailun company, which is expected to be repaired in the same store after the epidemic, has strong growth fundamentals and is incubating a new brand & new business type. It is suggested to pay attention to the catering leaders Haidilao, Xiabu and jiumaojiu; 4). It is recommended to recommend the tax-free sector benefiting from consumption return and consumption upgrading and the human services sector with obvious anti cyclical attribute. It is recommended to recommend China Tourism Group Duty Free Corporation Limited(601888) , Beijing Career International Co.Ltd(300662) .
Risk tips
Macroeconomic fluctuation risk; Repeated outbreaks exceed the expected risk; The risk of intensified industry competition; The landing of new projects / products is less than the expected risk; Food safety risks; Risk of major teaching accidents.
