I. disk view
The market opened low, the market sentiment weakened, and there were several shocks in the session, but they didn’t turn red. The resistance force was not strong. The collective rise of medical concepts on the disk, CXO, generic drugs and covid-19 treatment performed well, and even the concepts of medical beauty, ophthalmology and reproduction increased significantly. The back row was closely followed by resources. The decline list was concentrated in the digital currency, real estate services, metauniverse and communication sectors. Technically, there is a callback after the continuous rise of the index, and the support below is strong, so there is little callback space, and the callback is just a good buying point.
The collective outbreak of pharmaceutical stocks has the advantage of favorable time, place and people.
On Thursday and Friday, the time node is relatively sensitive and the desire for capital defense is strong. The second half of last week is the world of medicine. So far, there is no new strong theme, so the current capital continues to attack along the previous idea.
In the current round of market rebound, only the pharmaceutical sector has stepped out of the sustainability of the sector level, and the degree of capital intervention is relatively deep. On the one hand, the concept of medical treatment has fallen sharply, on the other hand, the concept of treatment has risen sharply. Even the two sectors promote each other, and the capital carrying capacity is relatively large. Yesterday, after the market fell, there were funds willing to copy the bottom at the first time. There were great differences in market capital cognition, little risk and great opportunity.
In addition, there are many recent news. Pfizer, yanyeyi and other companies continue to send new news. There are also new news about Chinese traditional medicine and therapeutic drugs. At the same time, there are also new news about pharmaceutical outsourcing, with many outbreaks.
Hexin’s point of view: so far, covid-19 treatment is the only way out of the sustainability of the market. Covid-19 treatment and real estate are also the ones with cooperation and leading travel. No matter from which point of view, under the premise that there are few opportunities at present, covid-19 and repeated expectations of medical concepts are expected. As for the new cycle, we should always be ready.
II. message
1. The conflict between Russia and Ukraine affected Ukrainian agriculture, and the Ukrainian Minister of agriculture submitted his resignation
According to Ukrainian media reports, Ukrainian agriculture minister Roman leshchenko submitted his resignation on the 23rd, without explaining the reason. The conflict between Russia and Ukraine that broke out on February 24 affected Ukrainian agriculture, and the annual output of wheat and other crops is expected to decline significantly. Leshchenko previously said that affected by the conflict between Ukraine and Russia, the area of spring planting in Ukraine may be reduced by more than half compared with last year, from 15 million hectares expected before the conflict to about 7 million hectares. In addition, the shortage of chemical fertilizer and agricultural machinery fuel also affected the harvest expectation.
2. Fertilizer traders: the price of potash fertilizer has reached a new high since 2008, and the inventory is only half that of the same period last year
The financial Associated Press reporter recently learned from fertilizer traders that at present, the overall supply of potassium fertilizer is still insufficient, and the inventory is only about half that of the same period last year. The price of granular red potassium has risen to 5500 yuan / ton, and the actual transaction price in the potassium chloride market is Tus-Design Group Co.Ltd(300500) yuan / ton higher than the ex factory price. Regionally, the land price of potash fertilizer in Northeast China is the highest, generally exceeding 5000 yuan / ton. At present, the national development and Reform Commission has launched the release of State Reserve chemical fertilizer, and a new price system is expected to be gradually formed.
