On January 14, the trend of the three major A-share indexes differentiated, among which the Shanghai stock index fell by nearly 1% and the gem index rose by more than 1%.
From the disk, the speculation of anti epidemic concept stocks was in full swing, and Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Medicalsystem Biotechnology Co.Ltd(300439) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Andon Health Co.Ltd(002432) in the plate all rose by the limit; The trend of blue chip stocks benefiting from good performance is also getting better; Coal, tourism, education, securities, banking, real estate and other sectors showed a downturn, of which Citic Securities Company Limited(600030) fell by more than 5%.
For the aftermarket of a shares, Yingda Securities said that the current market still has to face the impact of internal and external risk release. Stable factors or non "high", "expensive" and other characteristic varieties should be selected from "low", "stable" and other characteristics.
index trend differentiation
On January 14, the trend of the three major A-share indexes differentiated, among which the Shanghai stock index fell by nearly 1% and the gem index rose by more than 1%.
Stocks fell more and rose less. More than 3000 stocks fell. In the afternoon, the number of stocks falling in the two cities increased significantly, and the market profit-making effect was weak.
On the disk, anti epidemic concept stocks including covid-19 testing, medical devices, chemical pharmaceuticals, traditional Chinese medicine and other sectors strengthened, while coal, tourism, education, securities, banking, real estate and other sectors fell.
In terms of capital, the data show that on January 14, the north capital bought a small net of 282 million yuan throughout the day, including 753 million yuan sold by Shanghai Stock connect and 1.035 billion yuan bought by Shenzhen Stock connect.
anti epidemic concept stocks are in full swing
Although the index differentiation is serious, there are still many hot spots on the disk. Among them, covid-19 detects that the strong one in the plate is constant.
Data show that on January 14, the covid-19 pneumonia detection index hit an all-time high of 2070.20 points, closing up 8.82%, leading the concept sector index.
Component stocks pushed the daily limit. Among them, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Medicalsystem Biotechnology Co.Ltd(300439) were all 20cm limit, Guangzhou Wondfo Biotech Co.Ltd(300482) rose by more than 18%, and Jiangsu Bioperfectus Technologies Co.Ltd(688399) rose by more than 14%.
It is worth mentioning that Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) since January 7 (last Friday), there has been a four-day limit in six trading days, closing at 112.74 yuan.
Andon Health Co.Ltd(002432) is the "four connected board", and the latest closing price is 75.28 yuan. If calculated at the lowest price of 5.8 yuan on October 28, 2021, the stock has increased by 1197.93% in two and a half months.
The recent amazing performance of Andon Health Co.Ltd(002432) also makes it the top of the stock bar popularity list. Some netizens even lamented: "it's the biggest mistake not to have a full warehouse!"
source: Guba
In addition, among the top ten in the wind concept sector, in addition to covid-19 pneumonia detection, there are in vitro diagnosis, gene detection, biological vaccine, pneumonia theme and medical material export sector indexes, which are related to the concepts of anti epidemic and medical biology.
Founder Securities Co.Ltd(601901) pharmaceutical industry analysts said that recently, covid-19 epidemic spread in Henan, Xi'an, Shenzhen, Tianjin and other places, prevention and control were upgraded, and the demand for covid-19 related testing, epidemic prevention materials, drugs and vaccines was increased.
In terms of allocation, the above analysts suggest focusing on growth and valuation, and selecting high performing stocks. The specific investment main line can start from five dimensions: China's epidemic distribution, prevention and control and upgrading, Omicron's overseas outbreak, and paying attention to epidemic detection and prevention and control related assets; Rehabilitation medical equipment benefits from policies to promote demand; The pilot of traditional Chinese medicine formula granule products was completed and fully launched, with both volume and price rising; High end medical devices benefit from import substitution and accelerate the process of new medical infrastructure; Scientific research innovation promotes the sustained high prosperity of scientific research services.
the trend of blue chip stocks is getting better
With the beginning of 2022, A-share listed companies began to announce the annual performance forecast of 2021, and the stocks benefiting from the "warm wind" of performance ushered in a strong rise.
Specifically, boosted by the year-on-year increase in net profit in 2021, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) ushered in a strong rise on January 14, closing at 43.91 yuan, up 7.02%.
