In early trading today, A-Shares fluctuated slightly around yesterday’s closing point. The main stock indexes were constantly changing in red and green. The Shanghai composite index once recovered 2900 points, but the transactions between the two cities have always been difficult to enlarge, and even have the trend of shrinking.
On the disk, infrastructure related sectors rose collectively, with water conservancy construction, building materials, engineering machinery, construction and other sectors leading the rise, while aquatic products, textiles and clothing, prefabricated vegetables, medical beauty and other sectors leading the decline. The net inflow of funds going north was 3.713 billion yuan.
re collection policy is good for the collective strength of infrastructure stocks
infrastructure stocks were active again across the board today, which became an important factor for A-Shares to resist the adverse impact of the overnight sharp decline in US stocks water conservancy construction sector took the lead and opened higher in large quantities. The sector index rose by more than 4% at the highest. The half day transaction exceeded the full day transaction yesterday. Guanlong energy conservation increased by 20%, and many stocks such as Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) and so on rose by more than 10%; The construction sector also soared by more than 3% at one time, and more than 10 shares, including Shenzhen New Land Tool Planning &Architectural Design Co.Ltd(300778) , Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) , Zhejiang Construction Investment Group Co.Ltd(002761) etc., rose by the limit or more than 10%.
building materials, construction machinery, underground pipe network and other sectors also rose by more than 2%, and Shandong Donghong Pipe Industry Co.Ltd(603856) , Guangdong Sanhe Pile Co.Ltd(003037) , Hainan Ruize New Building Material Co.Ltd(002596) and other sectors rose strongly. Building materials ETF, infrastructure ETF and other related funds also accounted for the top five in the ETF growth list.
Yesterday, the 11th meeting of the central financial and Economic Commission called for comprehensively strengthening infrastructure construction, building a modern infrastructure system and laying a solid foundation for building a modern socialist country in an all-round way The meeting pointed out that we should strengthen the construction of network infrastructure such as transportation, energy and water conservancy, focus on networking, network supplement and chain strengthening, and strive to improve network efficiency
The meeting also stressed the need to strengthen the support and guarantee of infrastructure construction. We should meet the financing needs of infrastructure construction, broaden long-term financing channels, increase financial investment, and better focus on ensuring the capital needs of national major infrastructure construction. We should promote the standardized development and sunshine operation of the cooperation mode between the government and social capital, and guide social capital to participate in the investment and operation of municipal facilities.
In fact, in order to hedge against the adverse impact of the epidemic, China’s infrastructure investment began to work in the first quarter.
According to the data released by the national development and Reform Commission, the number of new projects in the country increased by 12000 in the first quarter compared with the same period last year. National investment increased by 9.3%, 4.4 percentage points higher than that in 2021. Among them, infrastructure investment maintained a rapid growth, with a year-on-year increase of 8.5%, 0.4 percentage points higher than the previous two months, showing a monthly upward trend.
Chuancai Securities pointed out that the centralized commencement of major construction projects is expected to drive the traditional infrastructure and related sectors. It is suggested to focus on the direction of rail transit equipment. In addition, ordinary steel, cement and other building materials are also expected to be driven it is expected that the demand for building materials will burst at the end of the second quarter, and the price and sales volume of building materials may rise
covid-19 drug concept resurgence
Today, the Hong Kong stock market doubled the “divine stock” in a single day. Shandong Shandong Xinhua Pharmaceutical Company Limited(000756) shares continued to rise sharply after opening sharply in the morning. The highest intraday hit HK $10, a record high (restoration of rights), up nearly 130% from yesterday’s closing of HK $4.36.
Shandong Xinhua Pharmaceutical Company Limited(000756) a shares changed yesterday and rose strongly. Today, they rose again, and the share price approached the highest point of the year.
Shandong Xinhua Pharmaceutical Company Limited(000756) announced today that the company signed a strategic cooperation agreement with Henan Zhensheng, and Zhensheng agreed that Shandong Xinhua Pharmaceutical Company Limited(000756) is the manufacturer and distributor of azvudine and other products in China and other countries agreed by both parties.
According to the agreement, we are committed to the R & D and registration of drugs based on real organisms, and have the drug registration certificate and / or patent right of azvudine and other products, as well as relevant valuable and proprietary information and data Shandong Xinhua Pharmaceutical Company Limited(000756) has cGMP drug production capacity and agrees to produce relevant products for real organisms in accordance with the relevant requirements specified in the registration documents to meet the registration and sales needs of real organisms in China and potential international markets.
azvudine is considered to be the “hot player” of the first domestic covid-19 oral drug. In the tweet of the official wechat of real biology, the company said that azvudine had carried out relevant exploration on the treatment of covid-19 as early as the outbreak of covid-19 in 2020 over the past two years, this exploration has also been advancing step by step. On April 2 this year, real organisms applied for three types of communication and exchange meeting. Experts said that the three-phase clinical application of azvudine for covid-19 treatment has ended. In addition, some industry experts also publicly said that azvudine is very effective for the treatment of mild and severe covid-19.
As early as April 20, investors asked on the interactive platform whether Shandong Xinhua Pharmaceutical Company Limited(000756) the nevirapine API was supplied in cooperation with real organisms. In response, Xinhuo pharmaceutical responded that “our nevirapine API is not supplied in cooperation with real organisms.” At that time, Xinhuo pharmaceutical was still trading for two consecutive days.
However, it is obvious that the capital going north has emptied Shandong Xinhua Pharmaceutical Company Limited(000756) this wave of favorable dividends. Recently, it has reduced its holdings of Shandong Xinhua Pharmaceutical Company Limited(000756) , from the highest 7.53 million shares to 3.27 million shares, reducing its holdings by more than 56% for five consecutive weeks.
