On March 21, the A-share market rebounded after the intraday dip and continued to rebound. More than 3200 stocks rose, 136 stocks rose by the limit, led by the coal, agriculture, forestry, animal husbandry and fishery industries, covid-19 special medicine sector rose at the end of the day, and Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) straight line pulled to the limit.
As of the close, the Shanghai Composite Index, Shenzhen Composite Index and gem index rose 0.08%, 0.41% and 0.46% respectively. The turnover between the two markets was 1.01 trillion yuan, including 421076 billion yuan in Shanghai and 594069 billion yuan in Shenzhen.
In terms of funds, the data show that today’s net outflow of funds from the north is 8.42 billion yuan, including 4.954 billion yuan from the Shanghai Stock connect and 3.466 billion yuan from the Shenzhen Stock connect.
coal, agriculture, forestry, animal husbandry and fishery sectors led the gains
Today, most of the A shares rose, and the number of rising stocks in the two cities was 3191, of which 136 stocks rose by the limit; The number of falling stocks was 1316, and 2 stocks fell by the limit. Calculating the number of stocks rising on the Beijing stock exchange, A-Shares rose more than 3200 today.
Among the Shenwan level industries, coal, agriculture, forestry, animal husbandry and fishery and comprehensive industries led the increase, rising by 2.66%, 2.57% and 2.21% respectively; Non bank finance, banking and building materials industries led the decline, down 1.72%, 1.42% and 0.65% respectively.
In the coal sector, Shanxi Coking Coal Energy Group Co.Ltd(000983) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) rose by more than 5%, and Shanxi Coal International Energy Group Co.Ltd(600546) , China Shenhua Energy Company Limited(601088) rose by more than 4%. In the agriculture, forestry, animal husbandry and fishery sector, Fujian Wanchen Biotechnology Co.Ltd(300972) “20cm” limit, Jiangsu Chinagreen Biological Technology Co.Ltd(300970) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and Hainan Jingliang Holdings Co.Ltd(000505) , Jinjian Cereals Industry Co.Ltd(600127) , Xinjiang Talimu Agriculture Development Co.Ltd(600359) , Heilongjiang Agriculture Company Limited(600598) .
In early trading today, several agricultural, forestry, animal husbandry and fishery stocks rose sharply. For example, Fujian Wanchen Biotechnology Co.Ltd(300972) rose by 9.73% at 10:06, accounting for only two minutes. Fujian Wanchen Biotechnology Co.Ltd(300972) was sealed with the “20cm” limit at 10:08, with 64000 transactions at the limit price, with a turnover of 122 million yuan, accounting for nearly 40% of the whole day’s turnover Jinjian Cereals Industry Co.Ltd(600127) 10:04 increased by 4.31%. Four minutes later, Jinjian Cereals Industry Co.Ltd(600127) also closed the limit at 10:08, with 236000 transactions at the limit price and a turnover of 235 million yuan, accounting for more than 30% of the whole day’s turnover.
covid-19 special medicine sector straight up at the end
Today, covid-19 special medicine sector rose in a straight line at the end of the session. As of the closing, the wind covid-19 specific drug index rose by 4.48%, Chengda pharmaceutical in the sector rose by more than 14%, and Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , China Meheco Group Co.Ltd(600056) rose by the limit. Among them, China Meheco Group Co.Ltd(600056) is a bull stock in the recent market, with 11 trading limits in recent 14 trading days, with a cumulative increase of 229.64%.
In addition, the 100 billion market value of pharmaceutical stocks Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) fell by more than 2% in the early trading and rose to the daily limit in the late trading. At 14:27, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) increased by 6.08%. It took only three minutes to close the limit at 14:30. 180000 transactions were made at the limit price, with a turnover of 999 million yuan, accounting for 16.46% of the whole day’s turnover. Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) rose more than 20% in the Hong Kong stock market.
On the news, on March 17 local time, the official website of the Geneva pharmaceutical patent pool (MPP) announced that it had signed agreements with 35 companies to allow them to imitate the production of nimatovir API or preparation, one of the components of Pfizer covid-19 oral drug paxlovid. Five Chinese pharmaceutical enterprises are listed in the list, namely Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Apeloa Pharmaceutical Co.Ltd(000739) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Shanghai Desano.
Langfang Development Co.Ltd(600149) two connecting sectors
On March 21, China Evergrande, Evergrande property and Evergrande automobile issued a short suspension notice. The three announcements show that the trading of all structured products related to the company will be temporarily suspended from 9:00 on March 21. At present, China Evergrande, Evergrande property and Evergrande automobile have not disclosed the reasons for the suspension.
As for the Evergrande concept stock in the A-share market, Langfang Development Co.Ltd(600149) which has been increased by Evergrande real estate group for four times, was pulled up to the daily limit by a straight line in morning trading, and gained two connected boards. The whole day’s turnover was 130 million yuan, 72000 transactions at the daily limit price, and the turnover was 42.48 million yuan, accounting for more than 30% of the whole day’s turnover.
By the end of the third quarter of 2021, Evergrande Real Estate Group Co., Ltd. held Langfang Development Co.Ltd(600149) 20% of the shares and was the largest shareholder of Langfang Development Co.Ltd(600149) company.
For the current market, Hu Bo, fund manager of private placement network, said that the policy bottom has appeared, but the market bottom still needs a continuous running in process. With the current policy determined, the overall cost performance of the investment has been very high. It is not recommended to reduce the position, but a better opportunity to increase the position.
Citic Securities Company Limited(600030) said that the internal and external anxiety factors were fully clear, and the venting of irrational emotions ended; The overall economic situation is stable, and the impact of the epidemic on the economy will gradually weaken; The implementation of overseas interest rate hikes and the conflict between Russia and Ukraine are becoming clearer, and the negative impact has been weakened; The A-share market returns to normal and grasps the resonant rising market of value growth.
