In the morning trading on April 11, the three major A-share indexes opened low and went low. As of noon, the Shanghai Composite Index fell 1.75% to 319507 points; The Shenzhen composite index fell 2.75% to 1163071 points; The gem index fell 3.30% to 248503.
On the disk, lithium battery stocks led the decline, Contemporary Amperex Technology Co.Limited(300750) fell more than 7%; Resource stocks collectively weakened, and nearly 10 real estate stocks fell by the limit; Logistics, retail, prefabricated vegetables and agriculture strengthened against the trend.
logistics sector raises the limit tide
On the morning of the 11th, the logistics sector performed strongly. As of midday closing, the logistics sector rose by more than 5%. Within the sector, 15 shares, including Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) , Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , Beijing Changjiu Logistics Corp(603569) , rose by the limit.
According to Xinhua News Agency on April 10, the "opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market" was released recently, which mentioned that we should vigorously develop third-party logistics, support the construction of digital third-party logistics delivery platform, promote the innovation of science and technology and business model of third-party logistics industry, cultivate a number of digital platform enterprises and supply chain enterprises with global influence, and promote the cost reduction and efficiency increase of logistics in the whole society.
Anxin Securities believes that after experiencing the severe test of this round of epidemic, the national and Shanghai prevention and control policies have been gradually refined and rationalized, and more attention has been paid to the importance of logistics stability. The e-commerce platform will resume operation, the logistics nodes and employees will be opened and reworked one after another, the problem of truck circulation will also be alleviated, and the overall judgment of express logistics will usher in a turning point of recovery; The improvement of policies and the security service guarantee ability of the logistics industry have also been effectively strengthened.
community group buying concept sector rises strongly
This morning, the concept of community group buying changed its decline and rose strongly. At the end of the afternoon closing, the community group buying index is up more than 5% in the closing. The community group buying index is up more than 5% in the closing. At the end of the afternoon closing, the community group buying index is up more than 5% of the closing. At the end of the afternoon closing, the community group buying index is up more than 5% of the closing. The community group buying index is up more than 5% of the closing. The community group buying index is up more than 5% of the closing. The Sealand Securities Co.Ltd(000750) 00757575759, the over6%.
On the news side, the Shanghai Municipal Market Supervision Bureau issued the "prompt letter on regulating the price behavior of" community group purchase "during the epidemic prevention and control period" on the 10th, requiring relevant organizers and operators to implement the main responsibility, strengthen price self-discipline, operate in accordance with the law and regulations, provide consumers with goods and services with reasonable prices according to the production and operation costs, and maintain the normal market price order.
UBS Securities believes that under the comprehensive consideration of supervision, user growth and higher penetration rate, the demand for group purchase in mainland communities is stable, and the profit benefit of each order continues to improve.
prefabricated dish concept stocks rose again
Affected by the news that the penetration rate of prefabricated vegetables still has great room to improve, A-share prefabricated vegetables concept stocks rose again on April 11. As of midday closing, Suzhou Weizhixiang Food Co.Ltd(605089) , Cnfc Overseas Fisheries Co.Ltd(000798) , Great-Sun Foods Co.Ltd(603336) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) and other stocks rose, while Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Sanquan Food Co.Ltd(002216) , Springsnow Food Group Co.Ltd(605567) , Yike food and other stocks rose.
According to China Central Television Network, orders for prefabricated vegetables in Shanghai have increased explosively since the outbreak of the epidemic. The person in charge of the fresh food business department of a retail group said that the sales of prefabricated vegetables in China increased by more than 100% year-on-year in March, and the year-on-year increase in Shanghai in nearly half a month was more than 250%.
AVIC Securities believes that with the improvement of consumers' awareness of prefabricated dishes and the cultivation of consumption habits, it is expected to further catalyze the rapid development of the industry. Ncbd data show that the scale of China's Prefabricated vegetable market will exceed 300 billion yuan in 2021 and is expected to exceed 830 billion yuan by 2025, of which the scale in the C-end market will account for nearly 30%. According to the five year (20212025) work plan of China Cuisine Association, at present, the penetration rate of prefabricated dishes in China is only 10% - 15%, which is expected to increase to 15% - 20% in 2030.
Dali Pharmaceutical Co.Ltd(603963) stage "ground and sky board"
On April 11, Dali Pharmaceutical Co.Ltd(603963) once hit the limit after the opening, and then rose to the limit, staged the "Earth Sky board", and the share price gained four consecutive boards. It is worth mentioning that the stock also staged the trend of "Earth Sky board" on March 9.
Dali Pharmaceutical Co.Ltd(603963) is committed to the R & D and production of Chinese and Western medicine injection products. It has 20 varieties and 44 specifications of injection drug approval numbers. It is a key production enterprise and industrialization base of Chinese patent medicine and natural medicine in Yunnan Province. Since March, the company has repeatedly issued stock price changes and risk warning announcements.
On the news, the report of the expert evaluation meeting of the World Health Organization on the treatment of covid-19 pneumonia with traditional Chinese medicine was released on the official website of the World Health Organization on March 31. 21 international experts from six regions of the world health organization participated in the evaluation meeting. The report of the meeting pointed out that traditional Chinese medicine can effectively treat covid-19 pneumonia, reduce the conversion of mild and ordinary cases to severe cases, shorten the virus clearance time, and improve the clinical prognosis of mild and ordinary patients. The report also encourages Member States to consider the integrated medical model (Integrated Traditional Chinese and Western medicine model) formed and applied in China; Effectively manage the current epidemic and prepare for a possible pandemic in the future.
In addition, with the emergence of the epidemic in Shanghai and other places, the application of traditional Chinese medicine has attracted more and more attention. According to China Central Television News, at the press conference on epidemic prevention and control in Shanghai held on April 5, Fang min, President of Shuguang Hospital Affiliated to Shanghai University of traditional Chinese medicine and head of TCM epidemic prevention and control base, said that traditional Chinese medicine has played an active role in covid-19 epidemic prevention and control, and the utilization rate of traditional Chinese medicine has remained stable at more than 98% for those with positive infection in Shanghai.
