Today, a total of 56 shares were trading, 32 shares were fried, and the blocking rate was 64%; Macrolink Culturaltainment Development Co.Ltd(000620) 6 connecting plate, Yes Optoelectronics (Group) Co.Ltd(002952) 5 connecting plate, Sailong Pharmaceutical Group Co.Ltd(002898) 4 connecting plate, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Hangzhou Biotest Biotech Co.Ltd(688767) 2 connecting plate. On the market, 1241 stocks were up and 3219 stocks fell, prefabricated dishes, digital money, COVID-19 special effects and other top gainers, lithium, Chinese medicine, Baijiu and other top 10.
Soochow Securities Co.Ltd(601555) pointed out that there is a certain rebound demand on the technical and emotional side of the market. However, due to the lack of capacity support, the gem refers to that if the annual line cannot be recovered quickly, the future market may still be repeated. Considering that the enthusiasm for market capital participation was not high years ago, and the overall trend was still weak, investors need to continue to do a good job in risk control, do not catch up with the rebound, and wait for the callback before buying low.
market overview
Indicators show that the market's short-term emotional bidding rose above the active area. It was in a narrow oscillation state today, and fell back in the late trading. The index deviates from the overall market performance, which is mainly affected by high popular stocks.
In terms of individual stocks, Macrolink Culturaltainment Development Co.Ltd(000620) 6 Lianban led the rise, Yes Optoelectronics (Group) Co.Ltd(002952) 5 Lianban, Sailong Pharmaceutical Group Co.Ltd(002898) 4 Lianban, and the top of gem Zhanjiang Guolian Aquatic Products Co.Ltd(300094) . There were big differences in the late trading of high-level popular stocks, Aba Chemicals Corporation(300261) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Shanghai Kaikai Industry Company Limited(600272) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Hubei Radio & Television Information Network Co.Ltd(000665) , Goody Science & Technology Co.Ltd(002694) and so on.
In terms of index, the fluctuation in early trading was relatively small. It fell unilaterally in the afternoon. The gem index fell 1.71%, the Shanghai index fell 1.17% and the Shenzhen composite index fell nearly 2%. The turnover of the two cities was basically the same as yesterday, totaling 1093.5 billion yuan.
Northbound funds sold a total of 585 million yuan today. Among them, the Shanghai stock market net bought 1.454 billion yuan and the Shenzhen stock market net sold 2.04 billion yuan.
focus sectors and individual stocks
The concept of prefabricated dishes continued to strengthen, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi'An Catering Co.Ltd(000721) , Haixin Foods Co.Ltd(002702) , Jinling Hotel Corporation Ltd(601007) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Springsnow Food Group Co.Ltd(605567) , Shandong Huifa Foodstuff Co.Ltd(603536) , Shandong Delisi Food Co.Ltd(002330) , Tongqinglou Catering Co.Ltd(605108) were all connected with two boards, Huatian Hotel Group Co.Ltd(000428) , China Quanjude(Group) Co.Ltd(002186) the first board, and Gaishi food rose by more than 16%. This direction is a new concept of old stocks, mainly low-level food stocks.
The lazy economy and the epidemic situation have guided changes in consumption habits. Prefabricated dishes simplify the cumbersome steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. According to the data of the Ministry of Commerce, since the launch of the 2021 Online New Year's festival, the sales of rice commodities have increased by 96% year-on-year, of which semi-finished products have increased by more than 380%. The agency said that Chinese households are increasingly dependent on industrialized food production and socialized supply. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China's Prefabricated food industry is expected to become the next trillion catering market.
Covid-19 detects plate differentiation, Andon Health Co.Ltd(002432) , Changzhou Qianhong Biopharma Co.Ltd(002550) 3 connecting plate, Kechuang board Hangzhou Biotest Biotech Co.Ltd(688767) 2 connecting plate, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Sanlux Co.Ltd(002224) daily limit, Anxi biology, Shenzhen Yhlo Biotech Co.Ltd(688575) , Beijing Hotgen Biotech Co.Ltd(688068) and other callback. At present, the funds are mainly focused on Andon Health Co.Ltd(002432) and the targets in the back row are mainly treated as make-up.
The concept of covid-19 specific drug strengthened again, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Zhejiang Jianfeng Group Co.Ltd(600668) rose by the limit, and senxuan medicine, Aba Chemicals Corporation(300261) rose by more than 15%. At present, the funds are mainly focused on the upstream carbonic anhydride and ritonavir of Pfizer paxlovid. The mood spread quickly in the afternoon. The reason why Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) was on the board was mainly because the company provided eidd-2801, which is the raw material for the production of covid-19 oral drug molnupiravir. In the direction of specific drugs, we can continue to pay attention to fermentation opportunities and the excavation of new targets.
On the news, 1) the South Korean Ministry of Health said that the first batch of 21000 courses of Pfizer anti-covid-19 drug paxlovid will arrive in South Korea on Thursday, and it is expected to arrive at 10000 courses by the end of this month. Paxlovid will be developed and distributed from Friday. According to priority, the drug will first be used for patients over 65 years old or with weak immune system. 2) Pfizer pharmaceutical company has applied to the European Drug Administration EMA for authorization of its covid-19 oral drug. EMA indicated that the application could be processed within a few weeks. 3) The two oral drugs developed by MSD and Pfizer have been approved in many countries. Recently, pharmaceutical enterprises in India, Bangladesh, the Philippines and other countries will launch generic drugs of these two drugs. 4) Dr. Zhang Wenhong said that he was preparing clinical preparations for Chinese covid-19 oral medicine.
Lithium, photovoltaic, Baijiu, wind energy, Chinese medicine and other sectors led the decline. Baijiu direction is mainly about the expectation of raising the consumption tax. Lithium, photovoltaic and wind power are the most competitive track of last year. After the huge increase, the major adjustment is coming. The main concern is whether the performance can be fulfilled and whether it can maintain high growth. The Chinese medicine sector, as the main line in the near future, is subject to the weakness of the market and has been in the reverse package state of exchange of rise and fall the next day. You can pay attention to the band opportunities after chip precipitation.
Overall, the current market is still in a weak pattern, and short-term funds are in a state of fear. If there is anything wrong, they will run away directly, resulting in large fluctuations in individual stocks. At the end of today's trading, many funds rushed to high-level stocks. It is estimated that there will be another drama of "nuclear button" and "anti nuclear" tomorrow morning.
daily limit analysis chart:
