On March 21, the rebound of A-Shares continued. The gem index once rose more than 1%. NMN longevity drug concept, lithium ore, coal, covid-19 drug concept and other sectors led gains. The half day turnover of Shanghai and Shenzhen stock markets exceeded 500 billion yuan.
Bull stocks with covid-19 drug concept pulled 10 boards wildly in 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 3 days, which continued to soar by more than 8% in morning trading and 220% in March.
In terms of the epidemic situation in China, there were 24 confirmed cases of covid-19 pneumonia in Shanghai and 734 asymptomatic infections in Shanghai yesterday. Jilin Province yesterday added 1542 local confirmed cases and 549 local asymptomatic infections. At the Municipal Press Conference on epidemic prevention and control held this morning, Wu Jinglei, director of Shanghai Municipal Health Commission, said that Shanghai will continue to adhere to the principle of fragmentation and grid, and carry out follow-up nucleic acid screening and control level by level.
a-share three major indexes are popular
half day turnover exceeded 500 billion yuan
As of midday closing, the three major A-share indexes were collectively red. The Shanghai index rose 0.02%, the Shenzhen Composite Index rose 0.43% and the gem index rose 0.51%.
New energy sectors such as new energy sectors such as new energy sectors such as the ‘ Hongda Xingye Co.Ltd(002002) 594′ intraday net inflow of main funds. Among them, Contemporary Amperex Technology Co.Limited(300750) increased by 2.6%.
The overall performance of major financial sectors such as insurance, securities companies and banks was weak, Polaris Bay Group Co.Ltd(600155) fell by more than 6%, and Guolian Securities Co.Ltd(601456) , Shanghai Chinafortune Co.Ltd(600621) , China Life Insurance Company Limited(601628) , Bank of Lanzhou and other banks led the decline.
On the news side, LPR was released in March today. The people’s Bank of China authorizes the national interbank lending center to announce that the quoted interest rate (LPR) of the loan market on March 21, 2022 is: 1-year LPR is 3.7%, and more than 5-year LPR is 4.6%, both of which remain unchanged.
“longevity medicine” NMN is favored by the market again
Organization says China has a potential market size of 100 billion
In the morning trading on March 21, NMN longevity drug concept stocks strengthened again. As of press time, 3 Dongjiang Environmental Company Limited(002672) 0cm has risen, and Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Xiamen Kingdomway Group Company(002626) , Brother Enterprises Holding Co.Ltd(002562) and others have followed suit.
Data show that the full name of NMN“ β – Nicotinamide mononucleotide, a natural bioactive nucleotide, is a precursor substance of human coenzyme (NAD+). The content of NAD+ in the human body decreases with age, triggering Alzheimer’s disease, cardiovascular disease, diabetes and other diseases. Supplementation of NMN can enhance the NAD+ content in human body and play an anti-aging role.
According to iResearch consulting data, the market scale of NMN component health products in China reached 5.106 billion yuan in 2020, with a year-on-year increase of 34.87%. It is expected that it will rise to 27.013 billion yuan at a growth rate of nearly 70.25% by 2023, and the industry will develop rapidly.
Citic Securities Company Limited(600030) said that as an anti-aging health product, NMN is expected to have a potential market size of 100 billion in China in the future, and the current market has just started.
13 days 10 board China Meheco Group Co.Ltd(600056) continues to soar
China Meheco Group Co.Ltd(600056) continued to rise today, with its share price soaring recently. It once rose by more than 8% to 36.48 yuan, reaching a record high. The latest market value exceeded 38 billion yuan. The stock closed 10 daily limits in the last 14 trading days, and rose more than 220% in March.
It is reported that China Meheco Group Co.Ltd(600056) signed an agreement with Pfizer Inc in March 9, 2022, and the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market during the agreement period (2022).
According to official WeChat official account of China Meheco Group Co.Ltd(600056) , in March 19th, the first batch of COVID-19 virus treatment drugs PAXLOVID, which was co operated by China Meheco Group Co.Ltd(600056) and Pfizer, was transported to the Daxing logistics center of China Meheco Group Co.Ltd(600056) .
However, the dragon and tiger list on March 18 shows that after the early rise, institutions and hot money have begun to retreat. In the past three trading days, the top five business departments with the largest sales amount sold a total of 873 million yuan. Among them, the institutional special account located in sell one sold a net of 216 million yuan, and the second and first business parts of China stock market news securities located in sell two and sell three in Lhasa East Ring Road sold 181 million yuan and 175 million yuan respectively.
institutions: the sharp decline stage or has ended
After the rebound, how will the A-share market perform? From the perspective of many securities companies, with the clear policy signal, although there are still repeated risks in the short term, there is no need to be overly pessimistic. The stage similar to the sharp decline in the early stage may have ended.
China International Capital Corporation Limited(601995) said there was no need to be overly pessimistic about the future performance of a shares. Recently, the market may be in the bottom grinding period, and the trading volume may shrink. Although there are still repeated risks in the short term, the stage similar to the sharp decline in the early stage may have ended.
China Securities Co.Ltd(601066) securities also believes that with the clear policy signal, the panic has passed. Superimposed on the improvement of the external environment and the easing of depreciation concerns, they are optimistic about the short-term market.
Citic Securities Company Limited(600030) said that with the overall clarity of internal and external anxiety factors in the market and the end of irrational emotion venting, the A-share market will return to normal, and then we can grasp the resonant rising market of value growth.
In terms of configuration, steady growth is still the main line favored by securities companies Haitong Securities Company Limited(600837) said that steady growth will be the main line of the pit filling market. The steady growth policy is expected to directly drive the growth of new and old infrastructure investment. Among them, the new infrastructure will be the balance point between short-term stable growth and medium – and long-term economic restructuring.
However, China Securities Co.Ltd(601066) securities reminded investors to have reasonable expectations for the follow-up space of the market rebound.