on march 21, the stock index closed slightly up 0.08% to 325369 points, the Shenzhen Composite Index rose 0.41% to 1237964 points, and the gem index rose 0.46% to 272618 points. The turnover of the two cities remained above trillion, with a total turnover of 1015.2 billion yuan and a net sale of 8.419 billion yuan from the north
On March 21, the shock of A-Shares continued and ended up tenaciously in the late trading.
Agricultural stocks led gains throughout the day, Fujian Wanchen Biotechnology Co.Ltd(300972) "20cm" limit, Wanxiang Doneed Co.Ltd(600371) , Hainan Jingliang Holdings Co.Ltd(000505) , Heilongjiang Agriculture Company Limited(600598) , and nearly 10 stocks such as Heilongjiang Agriculture Company Limited(600598) ; The new energy vehicle sector rose, and individual stocks set off a wave of limit trading, Beijing Sojo Electric Co.Ltd(300444) , Yangzhou Seashine New Materials Co.Ltd(300885) "20cm" limit.
Pharmaceutical stocks were strong, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and other stocks set off a wave of limit trading China Meheco Group Co.Ltd(600056) again raised the limit and walked out of 11 boards in 14 days, with a cumulative increase of 229%; .
agricultural stocks led gains throughout the day
On March 21, the Shanghai index closed up 0.08% to 325369 points, the Shenzhen Composite Index rose 0.41% to 1237964 points, and the gem index rose 0.46% to 272618 points.
The turnover of the two cities remained above trillion, with a total turnover of 1015.2 billion yuan and a net sale of 8.419 billion yuan from the north.
The agricultural sector rose across the board, Fujian Wanchen Biotechnology Co.Ltd(300972) "20cm" limit Nearly 10 stocks, including Wanxiang Doneed Co.Ltd(600371) , Hainan Jingliang Holdings Co.Ltd(000505) , Heilongjiang Agriculture Company Limited(600598) and so on, rose by the limit.
In terms of news, on March 20, the Ministry of agriculture and rural areas issued the notice on doing a good job in the prevention and control of covid-19 pneumonia in rural areas. The notice stressed that we should do a solid job in Shenzhen Agricultural Products Group Co.Ltd(000061) stabilizing production and supply, further implement measures and compaction responsibilities, and make every effort to do a good job in spring farming production. Organize the production of "vegetable basket" products, strengthen the connection between Shenzhen Agricultural Products Group Co.Ltd(000061) production and marketing and market monitoring, and improve the emergency plan.
On March 19, Kweichow Moutai Co.Ltd(600519) official wechat announced that Maotai Group hongyingzi Agricultural Technology Development Co., Ltd. was officially inaugurated and established in Tanchang street, Renhuai City on the same day, marking that Maotai Group officially entered the seed industry market and arranged the seed business of brewing raw materials.
China International Capital Corporation Limited(601995) said that on the one hand, import fluctuations will not be the main factor disturbing China's Shenzhen Agricultural Products Group Co.Ltd(000061) supply. China's dependence on grain imports is low. In 2021, the total amount of corn exported by Ukraine to China accounted for only 2.57% of the annual consumption. On the other hand, the rise in import costs caused by the rise in the prices of bulk commodities such as crude oil and chemical fertilizer is the key. Superimposed on the upward trend of Shenzhen Agricultural Products Group Co.Ltd(000061) price in the external market, it catalyzes the bullish sentiment in the market and is expected to drive the Shenzhen Agricultural Products Group Co.Ltd(000061) prices of corn and other crops to rise further.
The agency believes that China's seed production industry has ushered in changes and is gradually adjusting and strengthening in many aspects, including strengthening the protection and utilization of seed sources, strengthening innovative protection, and promoting the development of biological breeding technology. Agriculture, especially seed production industry, will benefit from this, driving the improvement of investment sentiment.
Guo Shiliang, an independent financial commentator, said in an interview with the reporter of the international finance news that the epidemic is repeated, and the fields related to people's livelihood are easy to be hyped by market funds, as are agricultural stocks.
6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 day 11 board
Covid-19 treatment sector pulled up, individual stocks such as Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Xiamen Kingdomway Group Company(002626) rose, and Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) .
On the news, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) announced that recently, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) industry received the approval from the State Drug Administration for the introduction of svn53-67 / m57-klh peptide vaccine (survaxm) combined with temozolomide for the adjuvant treatment of newly diagnosed glioblastoma.
China Meheco Group Co.Ltd(600056) once again raised the limit and walked out of 11 boards in 14 days, with a cumulative increase of 229%. Hong Kong stocks Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) rose by more than 20%.
Earlier, the China Meheco Group Co.Ltd(600056) announcement said that it had 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 China Meheco Group Co.Ltd(600056) official account, 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, has been transported to the Daxing logistics center of China Meheco Group Co.Ltd(600056) . All goods are subject to the closed-loop management of the whole transportation process in accordance with the epidemic prevention requirements related to import and export, and the acceptance and warehousing and other related work have been completed. At present, the company has received the order of urgent drug guarantee, and all drugs are being transported to the national anti epidemic front line.
Guo Shiliang said, "the covid-19 epidemic has triggered speculation in medical related concept stocks, but because it is highly related to the changes of the epidemic, the improvement of the epidemic will also become the fuse for the adjustment of relevant medical concept stocks."
"longevity medicine" rose sharply
Today, the NMN concept is strong all day.
Hunan Er-Kang Pharmaceutical Co.Ltd(300267) "20cm" limit, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Xiamen Kingdomway Group Company(002626) , Xiwang Foodstuffs Co.Ltd(000639) 10% limit, Brother Enterprises Holding Co.Ltd(002562) , Beijing Sl Pharmaceutical Co.Ltd(002038) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) , etc. followed.
Recently, the nmpa of the State Food and Drug Administration publicized the information that NMN substances can be used as new raw materials for cosmetics. The filing company shows that Yuyao lefosbon Health Technology Co., Ltd. is a wholly-owned subsidiary under the name of "not old medicine" gene port.
Data show that the full name of NMN“ β- Nicotinamide mononucleotide "is a naturally occurring bioactive nucleotide. There are many applicable groups, including middle-aged and elderly people, people who stay up late, etc. NMN supplementation can increase the content of NAD + (coenzyme) in human body and play an anti-aging role.
The NMN of doctorsbest brand, the core concept stock Xiamen Kingdomway Group Company(002626) subsidiary of NMN, has been sold on Amazon, jd.com and tmall.
Hunan Er-Kang Pharmaceutical Co.Ltd(300267) wholly owned subsidiary has passed the on-site inspection of GMP.
Guolian Securities Co.Ltd(601456) said that the health products industry has dual attributes of food and medicine, and its scope is expanding towards both ends of "functional food" and "serious health products". According to the prediction of China Business Industry Research Institute and Euromonitor, the scale of China's functional food market will exceed 600 billion yuan in 2022. Therefore, from the perspective of broad health products, this is a trillion level super blue ocean.
financial stocks weakened collectively
Financial stocks weakened today, and the securities and banking sectors made a collective correction.
The stock index fell 1.44%; The bank index fell more than 3%, and China Merchants Bank Co.Ltd(600036) fell nearly 3%; The insurance index fell nearly 2%.
On March 21, China Merchants Bank Co.Ltd(600036) held the 2021 annual performance conference. Miao Jianmin, chairman of China Merchants Bank, said that the banking industry was relatively difficult in the first quarter, but he was confident that the bank would maintain a reasonable annual revenue and profit growth.
Wang Liang, executive vice president and Secretary of China Merchants Bank, said that from the growth since the beginning of the year, China Merchants Bank has maintained a stable growth trend in accordance with various plans, and all deposit and loan indicators are within the budget plan at the beginning of the year. At present, the time is still short, and the trend needs to be further observed. On the whole, the banking industry is facing great pressure.
"The major financial adjustment may be related to the repeated epidemic and the expectation of banks to make profits." Guo Shiliang said that the LPR interest rate was flat and there was no interest rate cut, which was also one of the reasons for the great financial shock.
new energy vehicles rose
The new energy vehicle sector rose, and individual stocks set off a wave of limit trading, Beijing Sojo Electric Co.Ltd(300444) , Yangzhou Seashine New Materials Co.Ltd(300885) "20cm" limit.
Jiangsu Allfavor Intelligent Circuits Technology Co.Ltd(300964) rose nearly 10%.
In terms of data, the sales volume of new energy vehicles in February exceeded market expectations, and the off-season was not light.
According to the data of China Automobile Association, in February 2022, 368000 and 334000 new energy vehicles were produced and sold respectively, with a year-on-year increase of 197.5% and 184.3% respectively, and a month on month decrease of 18.6% and 22.6% respectively. Cumulatively, from January to February 2022, production and sales increased by 158.2% and 154.7% respectively year-on-year.
Recently, several new energy vehicle manufacturers announced price increases. Recently, Byd Company Limited(002594) automobile announced to adjust the official guidance price of new energy models related to dynasty.com and ocean.com, with an increase range of 3 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 yuan. Tesla raised the price of its models twice, including 28000 yuan and 30000 yuan for high-performance model 3 and long-life model y.
Xiaopeng automobile, Weima automobile, Zero run automobile and geometric automobile have also joined the army of price increases to adjust the price of their products.
Huafu Securities believes that under the leadership of Tesla, the prices of new energy vehicles have increased one after another to verify that the price increase of raw materials has been transmitted to the terminal, and the subsequent impact of the price increase on demand needs to be tracked. The valuation of the auto sector has been restored to the median level of the past three years. In the next 5-10 years, the penetration of new energy vehicles will continue to accelerate, the strong rise of independent brands and auto parts are expected to become bigger and stronger. The most difficult time for the auto sector may have passed. It is suggested to bargain hunting the auto sector.
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