Last night, Niu Yanjun received a message from a friend he hadn't seen for many years. He said that his family had been demolished and divided into tens of millions last year. He suddenly had so much money. Of course, he came to eat, drink and have fun n times, but he said that he still felt that life was meaningless, had no waves in his heart, and couldn't feel any stimulation.
Seeing this, Niu Yanjun was immediately excited: early, I'm good at this, and then... Immediately recommended the other party to pay attention to several stocks
Recent daily K-line map of Citic Securities Company Limited(600030)
One of them is Citic Securities Company Limited(600030) with a total market value of more than 300 billion yuan. Today, it was really stimulated: it rose yesterday and hit a new high in nearly one month. Today, it directly jumped into the air and fell sharply, closing down more than 5%. It directly fell behind all medium and short-term averages, even the semi annual and annual averages fell below, and also hit a new low for more than one month. The title of "slag man" was hammered for the nth time. Are you excited, rich brother?
Jokes are jokes. The ups and downs of Citic Securities Company Limited(600030) are actually related to the positive 2021 performance express published the first day and the allotment announcement released the next day. It is worth noting that according to statistics, Citic Securities Company Limited(600030) the 28 billion yuan allotment scale is the largest allotment financing in the history of the securities industry, followed by the 12.7 billion yuan allotment financing in China Merchants Securities Co.Ltd(600999) 2020.
It's really embarrassing for ordinary shareholders: it's a little forced to pay out cash to participate in the allotment of shares; If you don't participate in the allotment, your shares will shrink again, so just vote with your feet, which may be one of the reasons why the share price of Citic Securities Company Limited(600030) fell today. In addition, according to the regulations, Citic Securities Company Limited(600030) will be suspended from January 19 to January 26 and resumed from the opening of the market on January 27. Therefore, there are two trading days at the beginning of next week, and it is more likely that the stock price will continue to decline.
Niu Yanjun (every bull's eye: njcjnews) noticed that another stimulation of A-Shares lies in the big bad or good of individual stocks. Sometimes it will drive the whole plate to move in the same direction, and sometimes it will form a reverse movement with the plate, which makes people guess at any time, and most of the time you can't guess.
Yesterday, a news detonated the medical sector: due to the impact of the "Xi\'an pregnant woman abortion" incident, Xi'An International Medical Investment Company Limited(000516) two hospitals were closed for rectification for three months, and Xi'An International Medical Investment Company Limited(000516) fell by the limit on the same day., Xi'An International Medical Investment Company Limited(000516) the announcement said that it triggered the corresponding situation of "other risk warnings for the shares of listed companies". Since the opening of the market on January 17, the company will be St.
Daily K-line diagram of Xi'An International Medical Investment Company Limited(000516)
Today Xi'An International Medical Investment Company Limited(000516) was suspended, and from the K-line chart of Japan, it is simply another high "pyramid", with a record low of 1 year and 2 months, shrinking by more than 60% compared with the previous high. I don\'t know how many people were buried. But then they can breathe a sigh of relief: there will be no more 10% limit for the time being - the limit will be halved to 5%.
Ranking of gains in various concept sectors today
Although Xi'An International Medical Investment Company Limited(000516) was very bad, it did not affect the heat of today's medical plate. Looking at it, it was all led by relevant stocks. They were also the top 13 gainers in the concept plates of the two cities, which can be regarded as a major spectacle in the near future.
Pharmaceutical and medical stocks were in full swing, as if they had attracted all the excess funds in the market. They were "excited", but other stocks were basically "cool", and they accidentally made an A-share record.
N aojie-u today's time sharing chart
The new shares n aojie-u listed and traded on the science and innovation board today broke at the opening, with a decline of nearly 21%. There was almost no rebound in the whole day. During the period, the highest decline was more than 35%, and the closing decline reached 33.75%, reporting 109 yuan / share. According to the issue price of 164.54 yuan / share, if the first signing is won, the closing loss is nearly 28000 yuan.
A loss of 28000 yuan has become another highlight in the history of a shares. Data statistics show that in the past decade, based on the lowest price on the first day of listing, Baiji Shenzhou has the largest loss among the investors on the first day of listing, and the first signing has the largest loss of 18800 yuan. In other words, the winners of n aojie-u may have become the worst A-Shares in the past decade.
The investors who won the lottery may have been regretting: I just used my spare money to make a new one. I didn't expect to set a share record. It wasn't shot or shot. I was directly hit by a nuclear bomb! Looking back Andon Health Co.Ltd(002432) today, we closed the daily limit again. In contrast, do you say it's exciting or not?
Why is n aojie-u so miserable? Niu Yanjun (every bull's eye: njcjnews) thinks the following reasons are a little "magical":
1. The company suffers huge losses every year. The prospectus predicts that it will still have a net loss of 549 million ~ 607 million yuan in 2021;
2. The issue price is high. The latest three quarterly reports show that the company's net assets per share are only about 3.3 yuan, and the issue price exceeds the net assets per share by nearly 50 times, which is very rare;
3. New shares broke frequently in the beginning of the year. As of today, 11 new shares have been listed, of which 6 have broken; Among the 11 new shares, there are 4 semiconductor stocks, and only 1 "survived", which is naturally a mountain of pressure.
Still, in the case of uneven market, playing new is not "lying win". We must be careful. Fundamental research is essential!
Finally, Niu Yanjun (every bull's eye: njcjnews) still wants to remind everyone to pay attention to a bad sign. Today, the Shanghai stock index fell below the annual line support for the fourth time in half a year.
Shanghai index daily K-line chart
Moreover, since early June 2020, the Shanghai stock index has continuously tested downward near the annual line at a relatively high level for a short time. Today, it still falls below the annual line by jumping down. The strength of short positions can be seen.
It is said that today is still a "structural bull market" like last year. Does this mean that the index doesn\'t have to care much about local speculation? It's really confusing. Let's go step by step!
Today, the covid-19 detection plate rose sharply, and Fang Xinxia, Zhang Mengzhu and Liyang road all came to raise money!
(1) today's hot money trend
Fang Xinxia
Aba Chemicals Corporation(300261) purchased 87.77 million;
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) purchase 35.94 million;
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) buy 84.88 million;
Zhang Mengzhu
Andon Health Co.Ltd(002432) purchase 30.54 million;
3D Tiandi bought 10.17 million;
Liyang Road
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) buy 100 million;
Niu Yanjun concluded: today, the market opened low, fluctuated and differentiated, the trading volume was slightly enlarged, and the northward capital bought a small net of 280 million yuan; Covid-19 testing, medical devices and three child concept sectors led the increase. On the disk, the Shanghai Composite Index has reached the nodes of cycles such as rise and fall, but it has not formed a structure. The passivation state of the 90 minute line of the Shenzhen composite index continues to be maintained. At present, it is necessary to focus on tracking the changes of the Shenzhen composite index.
On the whole, there is a lack of main plates in the market. There is no action for brokerage stocks at the key node of the market. The stocks with the highest increase are mainly speculative, and the market is concentrated in a few hot spots. The operation is still based on the strategy of not chasing high and adjusting low absorption, and the direction is mainly the subject of long-term adjustment or long-term sideways shock.
Fang Xinxia: at present, the overall trend of the market is still weak. The market has been rising for one day and falling for one day repeatedly, and there is a lack of hot topics.
Judging from the seats of Fang Xinxia today, we bought Aba Chemicals Corporation(300261) 87.77 million, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 35.94 million and Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) 84.88 million. Recently, the market performance of the traditional Chinese medicine industry is strong. There is a strong foundation for the sustainability of the traditional Chinese medicine market in terms of traditional Chinese Medicine Inheritance and innovation, payment, price increase and volume intensive collection. There are many exclusive varieties of traditional Chinese medicine, and the competition is relatively mild.
Zhang Mengzhu: today's light index and heavy individual stock market reappeared, and the subject of the pharmaceutical industry chain led by traditional Chinese medicine and covid-19 detection broke out in an all-round way. Andon Health Co.Ltd(002432) announced that the U.S. subsidiary signed a procurement contract with ACC to sell ihealth kit products, with a total contract price tax of US $1.275 billion, about RMB 8.102 billion. Affected by this, today's covid-19 detection plate rose sharply. Zhang Mengzhu bought Andon Health Co.Ltd(002432) 30.54 million and 3D world 10.17 million.
Liyang Road: Liyang road bought Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 100 million yuan today. In terms of news, the lazy house economy promotes the rapid development of the prefabricated vegetable industry. Prefabricated vegetables 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. In 2021, the space scale of China's Prefabricated dishes is expected to reach 340 billion yuan. In the next 3-5 years, China's Prefabricated dishes industry is expected to become the next trillion catering market. Zhanjiang Guolian Aquatic Products Co.Ltd(300094) is the leader in the concept of prefabricated dishes. The company said that it would constantly adjust the product structure, increase the R & D and investment of prefabricated dishes, and improve the added value of the company's products. The company signed a cooperation framework agreement with HEMA to jointly carry out in-depth development and market promotion of prefabricated dishes of aquatic products such as shrimp, tilapia and crayfish, and is committed to solving the bottleneck problem of aquaculture and helping the benign development of aquaculture and the revitalization of rural economy.
(2) logical comments on hot stock list
\u3000\u3000 Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603)
Daily K-line diagram of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603)
Logical analysis: today, the company's share price rose strongly. On the seat, Fang Xinxia bought 84.88 million and Huaxin Shanghai Branch bought 51.97 million. From the perspective of the company's fundamentals, Lianhua Qingwen has been listed as the recommended drug for diagnosis and treatment programs of the state and more than 20 provinces and cities in the prevention and control of covid-19 pneumonia epidemic, and has been widely used in designated admission hospitals and shelter hospitals in Hubei. According to Zhongkang information, the market share of Lianhua Qingwen products in cold medicine / heat clearing products at retail terminals increased from 2.44% in 2017 to 9.86% in 2020, becoming the largest brand of Chinese patent medicine for cold medicine in the retail market.
(this article is for reference only and does not constitute the basis for trading. The market entry risk shall be borne by itself.)
