In early trading today, A-Shares fluctuated slightly, and technology stocks performed better. The gem index and the Kechuang 50 index both rose by more than 1%, while large white horse blue chips were relatively weak, and the Shanghai 50 index fell slightly.
On the disk, medicine, seed industry, power exchange concept, coal and other sectors led the rise, while insurance, securities, warehousing and logistics, telecommunications and other sectors led the decline. The net outflow of funds from Beishang was 3.734 billion yuan.
\u3000\u3000 0 7
policy benefits frequently
green building station upper air outlet
The concept of green building continued to strengthen in early trading. The sector index rose by more than 3% at one time, and Jiangsu Jingxue Insulation Technology Co.Ltd(301010) increased by 20% again, which is the third consecutive limit, and the stock price is only one step away from the historical peak Luoyang Northglass Technology Co.Ltd(002613) was also the daily limit for five consecutive days, and many stocks such as Wuhu Conch Profiles And Science Co.Ltd(000619) , Shenzhen Grandland Group Co.Ltd(002482) , Shanghai Yaohua Pilkingyon Glass Group Co.Ltd(600819) and so on rose one after another in the morning.
In the context of the uncertain global situation and the repeated epidemic, the infrastructure industry has once again become an important means of stable growth. At present, the overall valuation of the upstream and downstream of the infrastructure industry is low, with abundant orders, high relative guarantee and strong risk resistance. And the infrastructure sector has been positive recently.
Recently, the Ministry of housing and urban rural development issued the "14th five year plan" for building energy conservation and green building development. Previously, the Ministry of housing and urban rural development issued the general code for building energy conservation and renewable energy utilization, which will also be implemented from April 1. The plan requires that by 2025, the energy-saving transformation area of existing buildings will be more than 350 million square meters, the construction of ultra-low energy consumption and near zero energy consumption buildings will be more than 50 million square meters, and the proportion of prefabricated buildings in new urban buildings in that year will reach 30%.
Local governments have also introduced specific measures. The 14th five year plan of Shanghai prefabricated buildings issued by Shanghai Municipal Commission of housing and urban rural development disclosed that during the 14th Five Year Plan period, 100% of the new public rental housing, low rent housing and long-term rental apartment projects in the city using prefabricated buildings were fully decorated, and the public rental housing and low rent housing projects in the city gradually realized the prefabrication of decoration components and components, and encouraged the application of prefabricated decoration.
Hangzhou is also constantly increasing the proportion of prefabricated buildings in new buildings. According to the plan, during the 14th Five Year Plan period, it will steadily promote the green and energy-saving transformation of existing residential buildings. In that year, the proportion of prefabricated building area in new urban buildings will strive to reach 35%.
Guosheng Securities pointed out that green building is an important direction of industrial upgrading and breeds new opportunities for growth and investment. The construction industry is a pillar industry of the national economy. With the continuous improvement of China's top-level design of green buildings, green buildings that can save resources, protect the environment, reduce pollution and provide people with healthy, applicable and efficient use space have gradually become the main line of the transformation and upgrading of the construction industry, breeding new opportunities for rich growth and investment. It is estimated that the scale of green building market is expected to exceed 9 trillion yuan in 2025.
\u3000\u3000 02
pharmaceutical stocks increased performance
and intensive reduction coexist
Pharmaceutical stocks strengthened as a whole in early trading, with the segment NMN concept showing the strongest performance. The sector index opened higher and went higher. At one time, it rose nearly 6%, less than one point from the historical peak, 3 Dongjiang Environmental Company Limited(002672) 0% limit; Vitamin, covid-19 drug concept, generic drugs, assisted reproduction and other segments were also significantly active, leading the increase.
Affected by the epidemic, the performance of relevant listed pharmaceutical and medical companies generally increased high in 2021. The Chimin Health Management Co.Ltd(603222) performance express showed that the net profit increased by 2205% year-on-year The net profit of Beijing Hotgen Biotech Co.Ltd(688068) also soared by 1857%. The net profit of Zhejiang Orient Gene Biotech Co.Ltd(688298) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and other 2021 increased by more than 100% year-on-year.
However, investors should note that although the performance of pharmaceutical stocks has increased significantly, the share price has also increased significantly, which has also triggered the impulse of reducing the holdings of main funds.
According to the statistics of Anxin securities, in the fourth quarter of 2021, the position proportion of the whole market pharmaceutical fund was 10.77%, down 2.36 percentage points month on month; Excluding pharmaceutical theme funds, the position ratio was 7.60%, down 1.76 percentage points month on month. The popularity of the pharmaceutical industry has declined, and the pharmaceutical position of public funds is at a relatively low level in history.
Recently, pharmaceutical listed companies have also intensively issued share reduction announcements Kunming Longjin Pharmaceutical Co.Ltd(002750) last weekend, it was announced that the shareholder Kunming Qunxing and the actual controller fan xiane reduced their holdings of 4079600 shares on March 17, 2022, with a reduction ratio of 1.02% Maider Medical Industry Equipment Co.Ltd(688310) shareholder Chen Wanshun plans to reduce his shareholding by no more than 1.91% Xiamen Amoytop Biotech Co.Ltd(688278) shareholder Tonghua Dongbao Pharmaceutical Co.Ltd(600867) intends to transfer 20.5 million shares by agreement Porton Pharma Solutions Ltd(300363) , Xinjiang Bai Hua Cun Pharma Tech Co.Ltd(600721) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , etc. have announced relevant announcements of share reduction.
Tianfeng Securities Co.Ltd(601162) said that covid-19 epidemic is expected to coexist with humans in the medium and long term, and there are high uncertainties about the trend of the epidemic. It is suggested to screen theme investment opportunities from three dimensions:
\u3000\u3000 1. Good demand sustainability
\u3000\u3000 2. Better competition pattern
\u3000\u3000 3. Traditional business has certain support for valuation
It is suggested to pay attention to relevant subjects: 1 Covid-19 antigen detection: Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Asahi biology, Hangzhou Biotest Biotech Co.Ltd(688767) , Hangzhou Alltest Biotech Co.Ltd(688606) ; ; 3. Covid-19 drug: Shanghai Junshi Biosciences Co.Ltd(688180) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ; 4. Cdmo supply chain: Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) .
