On January 11, the three major stock indexes accelerated downward in the afternoon, and the decline of gem (395004. SZ) expanded to more than 1%, and the track stocks still did not see the signal of the end of the adjustment. In the morning, the financial and real estate companies that tried to lift the Shanghai index defected one after another in the afternoon, resulting in the simultaneous weakening of the Shanghai index and the market falling into a headless state. Only the covid-19 detection of defense and the "monologue" of traditional Chinese medicine were left in the audience, and the hot spots of other themes were extinguished.
With the further weakening of market sentiment, the number of losers expanded to 2900, and 150 shares in the whole market fell by more than 5%. It is worth mentioning that the gem index (399006. SZ) has fallen for seven consecutive years since the Spring Festival in February last year.
On the disk, covid-19 detected that it broke out again in the afternoon, Andon Health Co.Ltd(002432) (002432. SZ), Shenzhen Yhlo Biotech Co.Ltd(688575) (688575. SH) rose the limit, and Anxi Biology (688075. SH), Beijing Leadman Biochemistry Co.Ltd(300289) (300289. SZ), Shenzhen Bioeasy Biotechnology Co.Ltd(300942) (300942. SZ), Hangzhou Alltest Biotech Co.Ltd(688606) (688606. SH), Xilong Scientific Co.Ltd(002584) (002584. SZ), Chemclin Diagnostics Co.Ltd(688468) (688468. SH) rose sharply. Andon Health Co.Ltd(002432) it has increased by 730% in the past 41 trading days. Anxi biology of the science and innovation board has harvested four 20cm trading limits in a row, and the share price has successfully doubled. In terms of news, the epidemic situation is high in many places around the world. Recently, the demand for covid-19 virus detection kit abroad has been "difficult to find one kit".
Since late November 2021, the epidemic situation has reappeared in many places in China. The detection of covid-19 in key populations has become an important part of epidemic prevention. Some regions have even carried out large-scale covid-19 virus detection and screening, which has driven the growth of the demand for detection preparations. In terms of performance, at present, Beijing Hotgen Biotech Co.Ltd(688068) (688068. SH), Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) (002932. SZ) and Guangdong Hybribio Biotech Co.Ltd(300639) (300639. SZ) have disclosed the performance forecast for 2021, and the net profits of the three companies have increased significantly.
Traditional Chinese medicine, which belongs to the same defense sector as covid-19, also performed well today, Ji Yao Holding Group Co.Ltd(300108) (300108. SZ) 20cm limit, Chongqing Pharscin Pharmaceutical Co.Ltd(002907) (002907. SZ), Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750. SZ), Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) (002317. SZ), Kpc Pharmaceuticals Inc(600422) (600422. Sh), Dong-E-E-Jiao Co.Ltd(000423) (000423. SZ), Dali Pharmaceutical Co.Ltd(603963) (603963. SH) and so on. Covid-19 detection and traditional Chinese medicine are the only two plates that have been out of the market for two trading days recently. Pork and chicken, which rose sharply yesterday, fell into adjustment today after a trading day. Yuan universe, which kept pace with traditional Chinese medicine in the early stage, has obviously lagged behind recently, falling by more than 2% today. In the case of weak market shocks, the "fear of high" mood of funds is still relatively strong.
In terms of decline, there are two main phenomena: one is the top decline plates, which are likely to be one of the strongest plates yesterday or the day before yesterday; The other is that the boom track has not completely stopped falling. Following the photovoltaic lithium battery, military industry and semiconductor have recently entered a state of accelerating the decline, and both sectors have hit new lows since the adjustment. In addition, lithium mine, the core branch of boom track, staged a "one-day tour" again. After last Friday, there was a downward trend of reverse package the next day after the sharp rise.
Huaxi Securities Co.Ltd(002926) (002926. SZ) believes that it is still in this round of "cold spring" cycle and adheres to the main line of steady growth. Since the beginning of the year, the US reserve market has been rebalanced under the US reserve market (tx.us) policy. Considering the current loose liquidity in China, the gradual introduction of counter cyclical policies and the reasonable overall valuation of the market, China is still optimistic about A-Shares in the medium and long term. The signal of the end of this round of A-share "cold spring" cycle will be that China's monetary policy will change from "steady and neutral" to loose again, and China's monetary and fiscal forces will once again contribute to "stable growth".
(source: First Finance)
