In the morning trading on April 6, the three major A-share indexes opened low and fluctuated upward.
As of midday closing, the Shanghai index fell 0.22%, the Shenzhen composite index fell 0.61% and the gem index fell 1.33%. In terms of north capital, the net outflow of Shanghai Stock connect was 1.63 billion yuan and that of Shenzhen Stock connect was 2.086 billion yuan. Stocks in the two cities rose more and fell less, with 3148 gainers and 1430 losers.
In terms of individual stocks, real estate stocks have been trading for Cccg Real Estate Corporation Limited(000736) 9 days and 8 days, China Wuyi Co.Ltd(000797) , Langold Real Estate Co.Ltd(002305) 4 consecutive trading limits; Digital currency stocks Chutian Dragon Co.Ltd(003040) rose for four consecutive times; Capital construction stocks Hainan Ruize New Building Material Co.Ltd(002596) rose for 4 consecutive times and Shanghai Tongda Venture Capital Co.Ltd(600647) rose for 3 consecutive times; Pharmaceutical stocks Realcan Pharmaceutical Group Co.Ltd(002589) rose for three consecutive days.
In terms of sectors, education, traditional Chinese medicine, aquaculture, real estate and other sectors led the increase; Semiconductor, aviation, coal and other sectors led the decline.
traditional Chinese medicine stocks are red in large area
In the morning trading on April 6, A-Shares and Hong Kong stocks of traditional Chinese medicine concept stocks collectively rose.
In terms of news, on March 31, the website of the World Health Organization released the report of the expert evaluation meeting of the World Health Organization on the treatment of covid-19 pneumonia with traditional Chinese medicine, which clearly affirmed the safety and effectiveness of traditional Chinese medicine in the treatment of covid-19 pneumonia, and encouraged the member states of the World Health Organization to consider the mode of integration of Chinese and Western Medicine (integrated medical mode).
As for the A-share aspect, the A-share aspect, as of the midmidday closing, the closing of the closing at the closing of the A-share, the Xiangxue Pharmaceutical Co.Ltd(300147) onlyone share is red. In addition, covid-19 specific drug concept and covid-19 detection concept stocks also rose.
In terms of Hong Kong stocks, Chinese traditional medicine once rose by more than 7% and modern traditional Chinese medicine group once rose by more than 16%.
According to the news of China Central Television, the World Health Organization pointed out in the report that traditional Chinese medicine can effectively treat covid-19 pneumonia and reduce the conversion of light and ordinary cases to severe cases; For mild and common cases, compared with simple routine treatment, traditional Chinese medicine as an additional intervention can shorten the virus clearance time, clinical symptom relief time and hospital stay.
The report also recommends that Member States consider incorporating traditional Chinese medicine into covid-19 pneumonia clinical management planning in their health system and regulatory framework; Member states are encouraged to consider using China’s integrated traditional Chinese and Western medicine model to promote international clinical trials.
The data showed that the A-share traditional Chinese medicine index continued to rebound in nearly half a month Citic Securities Company Limited(600030) said that in terms of China’s policies, the recent release of the “14th five year plan” for the development of traditional Chinese medicine has provided positive policy guidance for the development of the industry. The Chinese medicine sector is expected to usher in a dilemma reversal in 2022. The Chinese medicine market is sustainable in the medium and long term. In the short term, we can pay attention to structural opportunities. In the medium and long term, we can pay attention to the target enterprises that benefit from policy promotion, innovation and R & D and consumption upgrading.
real estate sector continued to rise
According to the data data, as of midday closing, the real estate sector is led by a 2.68% rise in the real estate sector, with a 2.68% rise at the end of the day, as shown by the data data, as of the midday closing, the real estate sector led by a 2.68% rise, with Caihong Display Devices Co.Ltd(600707) 08 \ \, the Caihong Display Devices Co.Ltd(600707) 0708708 \ \atotal of 18 stocks in the real estate sector have increased by more than 50% year to date.
Benefiting from the loose policy expectation brought by “stable growth”, the real estate sector has continued to rise recently. Combined with the sales data of new houses and second-hand houses in key cities in China in the latest week, Orient Securities Company Limited(600958) believes that the local auction in some cities has warmed up to some extent, indicating that the operation of high credit real estate enterprises may be improved. In terms of investment, we suggest a balanced allocation of first-line leaders and some high rated elastic targets, and look forward to the first-line leaders with stable performance, as well as the property management and business management industries with rapid growth and less credit damage.
education sector stocks rose
According to the data, as of midday closing, the education index rose by 5.65%, the limit of Qtone Education Group(Guangdong) Co.Ltd(300359) “20cm” rose, and individual stocks such as Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , etc. collectively pulled up and closed the board.
In terms of news, according to the news of China Central Television, on March 28, the Ministry of Education held the launching ceremony of the national wisdom education platform. Huai Jinpeng, Secretary of the Party group and Minister of the Ministry of education, said that we should take the opening of the platform as an opportunity, firmly grasp the strategic opportunity of digital education development, and lead the modernization of education with high-level education informatization.
Wanlian Securities pointed out that the docking of new technologies such as artificial intelligence and metauniverse with the field of education has become a trend. However, due to the shortage of resources such as hardware, software and teachers, there is still a large market gap and development space in the field of artificial intelligence education; In addition, k12 education is under the pressure of transformation, and the field of preschool education has attracted much attention. In terms of configuration, it is suggested to pay attention to vocational education and preschool education companies that actively transform and develop and meet the policy requirements.
