Near the Spring Festival, the market holiday effect appears again, and the wait-and-see mood warms up. Yesterday, the transaction between the two cities shrank sharply by nearly 150 billion yuan. Today, there is a trend of further reduction, and the transaction throughout the day may fall below trillion yuan. In early trading, 3600 points of Shanghai stock index and 3100 points of gem index gained and lost, while the Kechuang 50 index broke through the integer mark of 1300 points.
On the disk, it is dominated by individual stock market, with performance pre increase, medicine, infant and child concept, warehousing and logistics and other sectors relatively active, with digital currency, shipping, semiconductor and other sectors leading the decline. The net outflow of funds from Beishang was 566 million yuan.
pre added shares to show strength in weak market
In the weak market, the performance of pre increased shares is outstanding. Today, Yto Express Group Co.Ltd(600233) announced that it is expected to achieve a net profit of RMB 2 billion-2.2 billion in 2021, with a year-on-year increase of 13.2% - 24.52%. Among them, the net profit in the fourth quarter is expected to be RMB 1.046 billion-1.246 billion, with a year-on-year increase of 174.68% - 227.2%. Stimulated by this positive effect, Yto Express Group Co.Ltd(600233) opened sharply higher in the morning and rose by the limit in seconds, and the share price hit a new high in recent four years.
Driven by the strength of Yto Express Group Co.Ltd(600233) , the whole warehousing and logistics sector also opened higher in large quantities. The plate index once rose nearly 4%, reaching a new high in nearly a year, and the half day transaction exceeded the whole day transaction yesterday. Low price stocks Jiangsu Wanlin Modern Logistics Co.Ltd(603117) opened quickly and pulled the limit in a straight line, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Sinotrans Limited(601598) , Yunda Holding Co.Ltd(002120) , Sto Express Co.Ltd(002468) and so on.
Yunnan Energy New Material Co.Ltd(002812) also released the performance pre increase announcement today. It is expected that the performance pre increase announcement will be made in 2021, and the net profit is expected to increase by 138.44% - 147.40% year-on-year; Jiangsu Lopal Tech.Co.Ltd(603906) it is estimated that the net profit in 2021 will increase by 61% to 77% year-on-year; Shanghai Zhezhong Group Co.Ltd(002346) is expected to increase by 189.11% - 253.36% in early trading.
Beijing stock exchange also released the first pre increase announcement today. Beiteri expects to realize a net profit of 1.35 billion yuan-1.55 billion yuan in 2021, with a year-on-year increase of 173.00% - 213.44%. Beiteri also opened higher in early trading and rose more than 5% as of the close.
According to public data, beiteri's main business includes three business segments: lithium-ion battery cathode materials, cathode materials and graphene materials. Among them, anode and cathode materials are the company's core business. Since 2013, the company's cathode material shipment has ranked first in the world for eight consecutive years. At the same time, as one of the earliest mass-produced silicon-based negative electrode materials in China, the company leads China in the shipment of silicon-based negative electrode materials.
As a result, beiteri has become a well deserved "first brother" of the Beijing stock exchange. As of noon today, its stock price closed at 145 yuan, which is the first high price stock of the Beijing stock exchange, significantly higher than the second high price stock Changhong energy's stock price of 114.23 yuan; The total market value of beiteri is as high as 70 billion yuan, which is far more than the market value of 21.3 billion yuan.
the pharmaceutical industry welcomes the good again
On January 10, the executive meeting of the State Council decided to normalize and institutionalize the centralized procurement of drugs and high-value medical consumables, so as to further reduce the medical burden of patients. The meeting pointed out that first, focusing on chronic diseases and common diseases, we will continue to promote the centralized purchase of drugs at the national level, and all localities will carry out provincial or inter provincial alliance procurement of drugs purchased outside the national centralized purchase.
By the end of this year, the national and provincial centralized procurement of drugs will reach more than 350 in each province. Second, gradually expand the coverage of centralized collection of high-value medical consumables, and carry out centralized collection of orthopaedic consumables, drug balloons and dental implants concerned by the masses at the national and provincial levels respectively. Third, ensure the long-term stable supply of selected drugs and consumables, strengthen supervision, and ensure that the prices of selected products do not degrade. Medical institutions should give reasonable priority to the use of the selected products. Fourth, implement the policy of retaining the balance of centralized medical insurance funds, promote the reform of the salary system, reasonably increase the income of medical personnel and better mobilize their enthusiasm.
With the promotion of positive, pharmaceutical stocks were significantly active again today. The sector index rose by more than 1% against the trend, Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Ji Yao Holding Group Co.Ltd(300108) 20% limit, and more than 10 stocks such as Chengdu Easton Bio Pharmaceuticals Co.Ltd(688513) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Kpc Pharmaceuticals Inc(600422) , Dong-E-E-Jiao Co.Ltd(000423) rose by more than 10%.
The cross year Bull Stock Andon Health Co.Ltd(002432) also made another big positive yesterday. According to a record of investor relations activities disclosed by it, on January 10, Andon Health Co.Ltd(002432) said in an interview with the media that the company was paying close attention to the "deltakron" mutant strain and would carry out bioinformatics comparison as soon as possible, Start the recombinant N protein test in real time and carry out the test performance experiment after obtaining the mutant strain.
In addition, the company has submitted the proposal on using family self-test box to realize Omicron covid-19 epidemic prevention 1 + 1 to Tianjin epidemic prevention and control headquarters. Relevant departments in Tianjin are studying the company's plan.
Andon Health Co.Ltd(002432) opened sharply higher in the morning and closed the trading limit, which is the 24th trading limit of Andon Health Co.Ltd(002432) in recent two months, and the share price rose more than 10 times in a short time. According to the data, there was a net inflow of more than 1.6 billion yuan of main funds in early trading Andon Health Co.Ltd(002432) .
Zhongtai Securities Co.Ltd(600918) said that considering the increasingly obvious influenza trend of covid-19 epidemic, it is recommended to pay attention to covid-19 vaccine related development enterprises, including Chongqing Zhifei Biological Products Co.Ltd(300122) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Cansino Biologics Inc(688185) - u, Walvax Biotechnology Co.Ltd(300142) . In the long run, each vaccine head enterprise has a large number of heavy varieties or is about to be launched. With the increase of vaccination awareness under the covid-19 epidemic, it is expected that the vaccination rate of large varieties is expected to continue to increase and gradually approach the level of developed countries. The class II vaccine industry is expected to achieve a compound growth of 20% - 30% in recent 3-5 years. It is recommended that Chongqing Zhifei Biological Products Co.Ltd(300122) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Chengdu Kanghua Biological Products Co.Ltd(300841) , Hualan Biological Engineering Inc(002007) Changchun Bcht Biotechnology Co(688276) 。
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(source: e company)
