In early trading today, the major indexes rebounded from the bottom, rebounded slightly, nearly 3000 stocks rose, and the pharmaceutical and biological sector set off a trading tide. As of midday closing, the Shanghai index rose 0.25%, the Shenzhen Component Index rose 0.51% and the gem index rose 0.3%.
The resumption of trading of Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) regarded as the leader of traditional Chinese medicine by the market once fell by more than 15%, but the decline narrowed to 0.07% in midday trading. A netizen said in his stock bar: "come to the earth and sky board, and the king will return". In addition, in the early stage of the market, the hot stocks emergency brake, China Reform Health Management And Services Group Co.Ltd(000503) , Yueyang Xingchang Petro-Chemical Co.Ltd(000819) and other limit drops.
In terms of sectors, agriculture, forestry, animal husbandry and fishery, medicine and biology, computers, etc. rose sharply, while building materials, media, public utilities and other sectors fell sharply.
Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) after resumption, open low and walk high
This morning, the pharmaceutical and biological sectors were among the top gainers, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168) and Tellgen Corporation(300642) , Cspc Innovation Pharmaceutical Co.Ltd(300765) increased by more than 10%.
The Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) which rose sharply in the early stage resumed trading today. It fell by more than 15% at the opening, and then rose sharply. As of noon, it fell only 0.07% to 14.71 yuan / share.
Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) is an enterprise integrating new drug R & D, traditional Chinese medicine processing, production and operation. Its main product is analgesic dropping pills.
On December 30, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) reached the 20% limit again, rising 140% in nine trading days. After hours, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) disclosed the announcement of serious abnormal fluctuations in stock trading and suspension verification, which will be suspended from the opening of the market on December 31, 2021.
Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) said many times in the announcement that it was not found that the recent public media reported unpublished material information that may or has had a great impact on the company's stock trading price; There is no information that should be disclosed but not disclosed. At the same time, the company also reminded that the stock price of the company increased greatly in the short term, especially reminding investors to pay attention to the transaction risk of the secondary market and not blindly follow the trend of speculation.
In the stock bar of Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , a netizen said: "come to the earth and sky board, and the king will return." Some netizens also said: "medicine is rising too strongly. Today, it must be the sky board." Some netizens said bluntly: "the exhaust faucet is not as good as the worm".
early hot stock "brake"
In the early stage of the market, the popular stocks urgently "brake", China Reform Health Management And Services Group Co.Ltd(000503) , Sundy Land Investment Co.Ltd(600077) , Lander Sports Development Co.Ltd(000558) , Yueyang Xingchang Petro-Chemical Co.Ltd(000819) fell within the intraday limit, and China Reform Health Management And Services Group Co.Ltd(000503) , Yueyang Xingchang Petro-Chemical Co.Ltd(000819) remained closed at noon. This is China Reform Health Management And Services Group Co.Ltd(000503) the second limit. Previously China Reform Health Management And Services Group Co.Ltd(000503) continuously increased the limit, with a maximum market value of nearly 20 billion yuan.
Baijiu plate fell, Qinghai Huzhu Barley Wine Co.Ltd(002646) fell more than 2%, Jiugui Liquor Co.Ltd(000799) , Beijing Shunxin Agriculture Co.Ltd(000860) , Shede Spirits Co.Ltd(600702) and other declines.
Debon Securities said that Baijiu demand is still at the beginning of the market, and the consumption of Spring Festival is cautiously optimistic.
lithium in the market
Affected by the news of Tibet salt lake or included in key construction projects, the lithium extraction of Salt Lake increased, the intraday limit of Tibet Urban Development And Investment Co.Ltd(600773) rose, and Tibet Mineral Development Co.Ltd(000762) , Tibet Summit Resources Co.Ltd(600338) , Qinghai Salt Lake Industry Co.Ltd(000792) , Ganfeng Lithium Co.Ltd(002460) led the increase.
the market is expected to be up in the first quarter
In terms of the flow of funds from the north, the media industry ranked first in the net inflow of the main force on the 5th, at 13.6 billion yuan; Followed by the pharmaceutical and biological industry, with 11.8 billion yuan; The 5-day main net inflow of the banking sector ranked third in the industry, at 7.9 billion yuan.
Orient Securities Company Limited(600958) believes that in the medium and long term, the profitability of A-Shares is basically good, the overall valuation quantile is reasonable, and the market can be expected to rise in the first quarter. In terms of allocation, one of the main lines is still the industries benefiting from the "stable growth" policy, the second is the large consumption sector, and the third is the sector with strong performance certainty in the first half of 2022.
Southwest Securities Co.Ltd(600369) said that with the release of performance forecasts or annual reports of various companies in February, growth tracks such as new energy and military industry sectors with more callback are expected to rebound. Because these sectors are still in the growth track, the industry will maintain high growth for a long time. When the valuation falls and the performance data is disclosed, its investment value will appear again.
future strategy
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Free research report selection: A-share abstinence? Keen on "taking medicine" market! Analysis of traditional Chinese medicine, vaccine and Helicobacter pylori
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(source: China Securities Journal)