On Thursday, the A-share market rebounded, and the consumption and cycle sectors rose collectively, driving the Shanghai index to recover the 3200 point mark. The internal differentiation of the pharmaceutical sector, the performance of vaccine stocks was depressed due to the impact of the news, which dragged down the gem index. As of the close, the Shanghai Composite Index closed at 322564 points, up 1.22%; The Shenzhen Component Index rose 1.27% and the gem index fell 0.02%. The total turnover of the two cities was 87094 billion yuan, the lowest since April.
The market index fluctuated sideways this week, but the main line of leading the rise on the disk became increasingly clear. The share prices of some companies with excellent quarterly reports hit a new high this year and led the relevant sectors out of the independent market.
Yesterday, the theme of anti epidemic of A-Shares heated up again, leading the rise. The leading Andon Health Co.Ltd(002432) share price continued to rise by the limit to close at 90.11 yuan, a record high. Since the low point in November last year, Andon Health Co.Ltd(002432) has increased by more than 1400% in the past five months.
Before trading on April 12, Andon Health Co.Ltd(002432) disclosed the performance forecast. Due to the increase of sales revenue of covid-19 antigen detection kit products in the United States, the net profit in the first quarter of this year is expected to increase by more than 367 times. Since then, the company's share price has gained three trading limits in a row and activated the capital sentiment of anti epidemic theme.
Yesterday, the wind covid-19 antigen detection index rose by 5.63%. In addition to Andon Health Co.Ltd(002432) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) also gained the limit, Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Hotgen Biotech Co.Ltd(688068) rose by more than 10%; The wind covid-19 specific drug index rose 2.24%, with Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jinghua Pharmaceutical Group Co.Ltd(002349) and Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) rising by more than 9%.
Also out of the independent market due to the advance increase of the first quarterly report of leading companies is the coal sector. After hours on April 11, China Coal Energy Company Limited(601898) disclosed the performance forecast for the first quarter. It is expected to achieve a net profit of 6.45 billion yuan to 7.13 billion yuan in the first quarter of this year, with a year-on-year increase of 83.8% to 103.2%. Since then, China Coal Energy Company Limited(601898) share price has risen for three consecutive days, and yesterday's intraday high was set since July 2015.
The coal sector continued to rise sharply yesterday, and the Shenwan coal index closed up 4.52%, leading all primary industry indexes for the second day in a row, Anyuan Coal Industry Group Co.Ltd(600397) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Shanxi Coking Co.Ltd(600740) , etc.
The coal industry is regarded by many institutions as one of the directions in which the performance exceeded expectations this year. Huajin Securities said that Russia has a certain influence in the coal trade pattern. After the escalation of the conflict between Russia and Ukraine, the reconstruction trend of the global coal trade pattern is obvious. Under the new pattern of global coal trade, coal prices in overseas trade are easy to rise but difficult to fall. Based on this logic, coal enterprises with high overseas production capacity benefit the most. China's coal prices are expected to remain high for a long time.
Although the main line of merit is increasingly clear, the overall sentiment of market funds is still cautious, and some negative factors may be excessively amplified.
Yesterday, an article published by the World Health Organization (who) a few days ago suddenly fermented. Who held a meeting of the expert group on immunization strategy (SAGE) from April 4 to 7. The meeting considered that a single dose of HPV vaccine also has a reliable human protective effect on the virus causing cervical cancer, and the effect is equivalent to that of two or three doses of vaccine.
It is understood that most HPV vaccines produced or represented by Chinese vaccine enterprises are sold in three doses, so the above news triggered a capital sell-off. The wind vaccine index fell 1.11% yesterday, and the overall market value of the sector evaporated about 47 billion yuan. The two leaders Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) and Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) fell 14.19% and 9.46% respectively.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) yesterday's announcement responded that the company was concerned about the public information on the WHO website. The company's products are vaccine products approved and registered by the State Food and drug administration under the demonstration of a large number of clinical studies and data. Under the current national drug administration policy, a series of clinical, data support and registration change procedures need to be performed for the change of vaccination grade, which takes a certain time, and has no significant impact on the company's operating performance in the short term.
