Entering the second trading week of 2022, the Shanghai and Shenzhen stock index closed in red today.
On January 10, the three major A-share indexes continued to fluctuate after opening low, but with the help of real estate, agriculture and other sectors, both Shanghai and Shenzhen stock indexes rose, and nearly 3100 stocks in the two markets were red. From the perspective of concept stocks, the chicken industry index led the rise sharply, driving the collective rise of agricultural sectors such as feed, pig industry and biological breeding.
From the perspective of market funds and transactions, today’s northbound funds continued to enter and sweep nearly 5 billion yuan, and the transaction volume of the two cities exceeded 1 trillion yuan for the seventh consecutive trading day. However, some investors were caught off guard by the sudden collapse of some stocks. Looking forward to the future, the agency believes that the restless market this spring is still worth looking forward to
chicken industry concept stocks rose strongly
According to wind data, on January 10, the Shanghai and Shenzhen stock indexes ended their four consecutive declines, rising 0.39% and 0.44% respectively, and the Shanghai index launched an impact to 3600 points again. The gem index fell slightly by 0.04%.
With the recent decline of hot track plates such as new energy, national defense and military industry, today’s A-share agricultural plate took over the lead. In terms of segments, the chicken industry index led the whole market with an increase of 6.60%. Among the constituent stocks, Hunan Xiangjia Animal Husbandry Company Limited(002982) , Shandong Xiantan Co.Ltd(002746) , Wellhope Foods Co.Ltd(603609) rose by the limit, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) rose by nearly 11%, and Wens Foodstuff Group Co.Ltd(300498) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) followed.
Other agricultural stocks also rose significantly. The feed index rose by 5.61%, the pig industry index rose by 5%, and the biological breeding index rose by 3.85%; Among the constituent stocks, Tangrenshen Group Co.Ltd(002567) , Shenzhen Kingsino Technology Co.Ltd(002548) both rose by the limit, Jiangxi Zhengbang Technology Co.Ltd(002157) , Tecon Biology Co.Ltd(002100) , Hunan New Wellful Co.Ltd(600975) , Longda food and so on. Fujian Aonong Biological Technology Group Incorporation Limited(603363) rose by more than 9%, with a cumulative increase of 30.32% in the five trading days since the beginning of 2022.
As far as the chicken industry layout is concerned, AVIC Securities pointed out that in 2022, the Yellow Feather Broiler will be at a low level in recent years. Meanwhile, with the improvement of living poultry consumption margin, the yellow feather broiler plate is expected to usher in a boom cycle.
For the agricultural sector, Guotai Junan Securities Co.Ltd(601211) securities reiterated that the first quarter is the golden allocation period of the breeding sector: under the resonance of three cycles of supply, demand and inventory, the weakening pig price in the first quarter will become an important catalytic factor. We can pay attention to pig breeding, poultry breeding and feed, animal protection and other sectors of the breeding industry chain
two doubling stocks fell by the limit
Wind data show that China Reform Health Management And Services Group Co.Ltd(000503) with the recent sharp rise in share price fell by the limit at the opening today, and there were more than 300000 sales orders at the closing, with the share price at 17.41 yuan / share.
This is the second limit of China Reform Health Management And Services Group Co.Ltd(000503) , and the company’s share price also fell suddenly last Friday. From the intraday low on November 4, 2021 to the new high in recent three years on January 6, 2022, China Reform Health Management And Services Group Co.Ltd(000503) share price rose by more than 255% in more than two months.
Recently China Reform Health Management And Services Group Co.Ltd(000503) said that the company does not violate the fair disclosure of information, and the company’s business model has not changed significantly. From the news, the policy or the main reason why it is warmly sought after by funds.
At the end of November 2021, the three-year action plan for DRG / Dip payment reform issued by the national medical insurance bureau shows that by the end of 2024, all overall planning areas in the country will carry out DRG / Dip payment reform, and by the end of 2025, DRG / Dip payment will cover all qualified medical institutions carrying out inpatient services.
China Reform Health Management And Services Group Co.Ltd(000503) at present, it has supported the construction of DRG or dip system in many regions of the country, and some regions are DRG / Dip hybrid promotion.
Today, there are also recent hot stocks Yueyang Xingchang Petro-Chemical Co.Ltd(000819) . According to wind data, Yueyang Xingchang Petro-Chemical Co.Ltd(000819) finally fell 6.32% after hitting a stage high on January 6. In the next two trading days, the company’s share price fell by the limit. From mid November 2021 to closing on January 5, 2022, Yueyang Xingchang Petro-Chemical Co.Ltd(000819) share price soared from RMB 7 to RMB 22.30 in less than two months
the restless market in spring is still worth looking forward to
From the overall situation of today’s market, the turnover of the two markets reached 1.05 trillion yuan, exceeding trillion yuan for the seventh consecutive trading day; A total of 3092 stocks in the two cities closed up; Northbound funds entered the market for the second consecutive trading day, with a cumulative net purchase of RMB 4.758 billion throughout the day.
Founder Securities Co.Ltd(601901) believes that the restless market in spring this year is still worth looking forward to: first, the liquidity environment is relatively abundant and friendly, and the interest rate may further decline; Second, the overall market valuation is not high, the possibility of general decline is low, and it is more likely to be structural switching; Third, the logic of emerging industries is worth looking forward to, and we are optimistic about the performance of hard technology small cap growth companies in 2022.
China Merchants Securities Co.Ltd(600999) believes that the market value style brought by the traditional steady growth direction represented by financial real estate may belong to a phased style drift of 2-4 quarters. In the follow-up, it is expected that the overall market value style and the direction of steady growth in 2022 should focus on new infrastructure (energy infrastructure and digital infrastructure) in addition to the valuation and repair market in traditional fields.
(source: China Securities Journal)
