Comments: Gem refers to 7 consecutive falls, and the detection plates of traditional Chinese medicine and covid-19 continue to break out

The three A-share indexes opened slightly lower on the 11th. At the beginning of the session, the market briefly rose and then differentiated. The Shanghai index fluctuated and sorted out, the Shenzhen Component Index and the gem index gradually fell, and the two cities continued to fluctuate and weaken in the afternoon. As of the close, the stock index was reported at 3567.44 points, down 0.73%, with a turnover of 441.3 billion yuan; Shenzhen composite index reported 14223.35 points, down 1.27%, with a turnover of 614.4 billion yuan; The gem index was reported at 3056.15 points, down 1.28%, with a turnover of 234.6 billion yuan. The gem index has fallen for seven consecutive trading days, with a cumulative decline of more than 8%.

Stocks in the Beijing stock exchange fell more and rose less, with only 7 stocks red, led by Dadi electric appliance and Beiruite, and led by digital man and Northland.

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On the disk, covid-19 detection, pharmaceutical commerce, traditional Chinese medicine, phosphorus chemical industry, assisted reproduction, industrial marijuana, artemisinin, Yunnan local stocks, logistics, three child concept and other sectors led the increase; Digital currency, NFT concept, chicken raising, pork, cloud games, metauniverse, unmanned retail, national large fund holdings, small household appliances and other sectors led the decline.

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Orient Securities Company Limited(600958) said that it is not pessimistic about the market. On the one hand, the adjustment of A-Shares in early 2022 is more due to relatively short-term factors such as fund behavior, overseas factors and structural overvaluation; On the other hand, in the medium and long term, the profitability of A-Shares is basically good, the overall valuation quantile is reasonable, and the policy advantages have not changed. It maintains the strategic view of January and believes that the Q1 market can be expected to rise.

Guosheng Securities pointed out that under the hawkish policy of the Federal Reserve’s expected interest rate hike, there was a strong style change in the market in the first week of the year, the High-level Track holding stocks collapsed, and the low-level blue chips were favored by funds. In terms of operation, under the background of the current reduction of capital risk preference in the market, it is recommended to allocate defensive varieties with low and undervalued value in the short term, such as infrastructure, real estate industry chain, insurance and other sectors; After the release of market risks, the high growth rate of new energy, photovoltaic and semiconductor sectors are still worthy of attention. However, after the sharp rise of the sector last year, each subject will be extremely differentiated. The strategy of lying down and winning the boom sector is difficult to work, which will further test the stock selection ability of investors.

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National Health Commission: on January 10, 110 Local confirmed cases

National Health Commission: from 0:00 to 24:00 on January 10, 31 provinces (autonomous regions and municipalities directly under the central government) and Xinjiang production and Construction Corps reported 192 new confirmed cases. There were 82 imported cases (27 in Shanghai, 18 in Guangdong, 10 in Fujian, 8 in Tianjin, 7 in Zhejiang, 5 in Guangxi, 2 in Sichuan, 2 in Yunnan, 1 in Beijing, 1 in Jiangsu and 1 in Henan), including 8 cases from asymptomatic infection to confirmed cases (3 in Zhejiang, 2 in Tianjin, 2 in Guangdong and 1 in Henan); 110 local cases (87 in Henan, including 74 in Xuchang, 11 in Zhengzhou and 2 in Anyang; 13 in Shaanxi, all in Xi’an; 10 in Tianjin, all in Jinnan District). There were no new deaths. No new suspected cases. 31 provinces (autonomous regions and municipalities directly under the central government) and Xinjiang production and Construction Corps reported 50 new asymptomatic infections, including 39 imported from abroad and 11 local (all in Jinnan District, Tianjin).

Ministry of housing and urban rural development: strengthen policy support for finance, land and public services, and expand the supply of affordable rental housing

Pan Wei, head of the housing security department of the Ministry of housing and urban rural development, said at a press conference on the 11th that policy support for finance, land and public services should be strengthened to expand the supply of affordable rental housing. During the 14th Five Year Plan period, 40 key cities initially planned to add 6.5 million units (rooms), which is expected to help 13 million new citizens and young people alleviate their housing difficulties. At the same time, we will continue to ensure public rental housing, develop housing with common property rights according to local conditions, and steadily promote the transformation of shantytowns.

Shenzhen Stock Exchange issued a concern letter to Shenzhen Zqgame Co.Ltd(300052) on “0 yuan acquisition of 51% equity of baoerlide”: asking to explain whether there are intentional hot spots and gimmicks

Shenzhen Stock Exchange issued a letter of concern on matters related to Shenzhen Zqgame Co.Ltd(300052) 0 yuan’s acquisition of 51% equity of baoerlide, asking for a detailed description of the basis for baoerlide’s hope to become a pioneer of UGC platform, whether it has corresponding technical reserves and technicians, and whether there is any deviation from the actual situation. Detailed disclosure up to now, the specific contents of the relevant layout carried out by baoerlide in the field of meta universe, the realization of the relevant business income and net profit of meta universe, the R & D investment, R & D progress and core technology of meta universe business, the expected landing of relevant products and whether there is uncertainty in the transformation of relevant achievements. Explain in detail the reasons why the company intends to change the name of the target company to the name related to metauniverse in this information disclosure, and explain whether the company deliberately creates hot spots, gimmicks and other situations in combination with the reply to the above questions.

(source: Xinhua Finance and Economics)

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