After the ups and downs in the early stage, the recent market performance is relatively flat. Yesterday, after the two cities opened slightly lower, they started the trend of shock differentiation. The concepts related to real estate rebounded across the board, and the collective strength of real estate services, real estate development, decoration and building materials. More than 2600 shares in the two cities closed down, and more than 1900 shares closed up, with a relatively balanced distribution of ups and downs.
In terms of stock index, the Shanghai index rebounded slightly yesterday, and the trend of gem index was relatively weak. As of the closing, the Shanghai Composite Index closed at 325986 points, up 0.19%; The Shenzhen Component Index fell 0.49% and the gem index fell 1.39%. The total turnover of the two cities was 962.8 billion yuan, a decrease from the previous trading day. The net sales of northbound funds were 922 million yuan, including 357 million yuan of Shanghai Stock connect and 565 million yuan of Shenzhen Stock connect.
On the disk, the linkage of real estate related sectors strengthened, and the concepts of real estate services, real estate development, decoration and building materials rose collectively. Real estate stocks saw a rise in the limit, Everbright Jiabao Co.Ltd(600622) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Sundy Land Investment Co.Ltd(600077) , Vantone Neo Development Group Co.Ltd(600246) , China Calxon Group Co.Ltd(000918) , China Fortune Land Development Co.Ltd(600340) , Suzhou New District Hi-Tech Industrial Co.Ltd(600736) , etc.
Of which Suzhou New District Hi-Tech Industrial Co.Ltd(600736) has recorded five boards. Previously, the company threw out the “transformation” announcement, saying that it was planning to implement a cash capital increase for the medical device industry company to control and consolidate the transaction object. The announcement said that the capital increase will promote the transformation and upgrading of the company and gradually reduce its dependence on traditional real estate development business. On the evening of March 21, Suzhou New District Hi-Tech Industrial Co.Ltd(600736) re issued an announcement that the company’s commercial housing sales revenue accounted for 88.74% of the operating revenue of the year in 2020, and the real estate business is still the main source of operating revenue of the company. The company has not carried out medical device related business, and has no reserves and resources of medical device professionals.
The recent hot covid-19 drugs and covid-19 detection sector led the decline in the two cities yesterday. Data show that since this year, covid-19 drug concept index has continued to rise, with a cumulative increase of nearly 40%. The speculation risk behind the hot market is prominent. Yesterday, Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , Aba Chemicals Corporation(300261) , Shan Dong Kexing Bioproducts Co.Ltd(688136) , Beijing Hotgen Biotech Co.Ltd(688068) and many other covid-19 concept hot stocks fell significantly, while China Meheco Group Co.Ltd(600056) which had won 11 trading boards in 14 days also closed negative, closing down 4.35% China Meheco Group Co.Ltd(600056) issued a risk warning announcement on March 21, pointing out that the commercial operation scale of covid-19 virus treatment drug paxlovid accounts for a small proportion of the company’s overall business volume and has no significant impact on the company’s recent operating performance.
In addition, a number of listed companies indicated that they did not cooperate with covid-19 drugs Jointown Pharmaceutical Group Co.Ltd(600998) 3 on March 22, the company said on the investor interaction platform that so far, the company has not reached an agency distribution cooperation agreement with any manufacturer of imported covid-19 oral drugs Shanghai Pharmaceuticals Holding Co.Ltd(601607) 3 announced on March 21 that the company was concerned about the recent rumors in the market about the cooperation between the company and yanyeyi Pharmaceutical Co., Ltd. in covid-19 virus treatment drugs. After verification by the company, the company has not carried out such cooperation at present. Previously, Shanghai Pharmaceuticals Holding Co.Ltd(601607) shares rose by more than 7% on the third consecutive board, and the increase in the late trading fell back to 0.85%.
China Merchants Securities Co.Ltd(600999) said that at present, A-Shares have gradually seen multiple “bottoming” signals. In the future, with the accelerated improvement of new social finance and the easing of external negative factors, A-Shares are expected to usher in the starting point of a new round of upward cycle.
