Today, a total of 74 shares were trading, 29 shares were fried, and the blocking rate was 72%; The Sailong Pharmaceutical Group Co.Ltd(002898) 5 connected board, Changzhou Qianhong Biopharma Co.Ltd(002550) , Andon Health Co.Ltd(002432) 4 connected board, gem Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 3 connected board, Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Shanghai Kaikai Industry Company Limited(600272) all reversed the daily limit. On the disk, 1528 stocks rose and 3030 stocks fell, with covid-19 detection, covid-19 specific drugs, APIs and traditional Chinese medicine leading the rise, and coal, oil and gas, scenic spot tourism leading the decline.
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 short-term emotional bidding fell back to the vicinity of the downturn area, the opening quickly rebounded to the top of the 0 axis, once approached the active area, fell again in the afternoon, and showed an inverted V-shaped shape throughout the day.
In terms of individual stocks, yesterday’s broken high board stocks Shanghai Kaikai Industry Company Limited(600272) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) both reversed the daily limit, Sailong Pharmaceutical Group Co.Ltd(002898) 5 board, Andon Health Co.Ltd(002432) , Changzhou Qianhong Biopharma Co.Ltd(002550) 4 board and Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 3 board on GEM. The increase of Andon Health Co.Ltd(002432) 44 trading days reached 1007%, and that of senxuan medicine and Aba Chemicals Corporation(300261) 15 trading days reached 270%.
In terms of the index, it was in a differentiated state today. The gem index closed up 1.18%, the Shanghai index closed down 0.96%, and individual stocks were in a state of more decline and less rise. The turnover of the two cities increased slightly compared with yesterday, totaling 1107 billion yuan.
Northbound funds bought a total of 282 million yuan today. Among them, the Shanghai stock market sold a net 753 million yuan and the Shenzhen stock market bought a net 1.035 billion yuan.
focus sectors and individual stocks
Auto parts stocks rose sharply, Suzhou Sonavox Electronics Co.Ltd(688533) , Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) , Wencan Group Co.Ltd(603348) , Shenzhen Wongtee International Enterprise Co.Ltd(000056) , Neusoft Corporation(600718) , Ningbo Yong Xin Optics Co.Ltd(603297) , Shanghai Baolong Automotive Corporation(603197) , Ningbo Sunrise Elc Technology Co.Ltd(002937) , Olympic Circuit Technology Co.Ltd(603920) , Ikd Co.Ltd(600933) , Hunan Oil Pump Co.Ltd(603319) limit. From the leading targets, the funds are more inclined to the direction of intelligent driving. Although the core targets such as Lianchuang Electronic Technology Co.Ltd(002036) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) , Foryou Corporation(002906) have been adjusted in the near future, they have not fallen.
Zhang Qingze of Jingshun Great Wall said that in 2022, after the release of supply, the parking lot has certain demands for a good start. When the popular models are no longer restricted, the dealers will put the discount again. Therefore, on the whole, the demand side should have a good performance. The normal replenishment of the industry is likely to be seen in the first quarter, and the real changes of the whole demand will be observed in the second quarter. It also introduces the subdivision of the track. Interested investors can look for the minutes, which mainly includes the following parts: 1) investment opportunities brought by incremental parts; 2) Mainstream auto companies have great influence and Tesla‘s demonstration effect; 3) The industrial chain of lidar needs to be focused; 4) Tesla also led a relatively clear technical route, integrated die casting; 5) There are two kinds of companies that are really good at intelligent driving; 6) The high-end of the whole car is becoming more and more obvious; 7) Lights track.
The prefabricated vegetable sector has ushered in strong differentiation, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Haixin Foods Co.Ltd(002702) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Jinling Hotel Corporation Ltd(601007) , Shandong Delisi Food Co.Ltd(002330) are all connected with three plates, and there is a large money loss effect in Gaishi food, Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Shenzhen Cereals Holdings Co.Ltd(000019) . The overall performance of the sector is good. The differentiation is expected. You can pay attention to the height of leading stocks and subsequent repeated opportunities.
Covid-19 detection concept stocks continued to strengthen, Andon Health Co.Ltd(002432) , Changzhou Qianhong Biopharma Co.Ltd(002550) 4 connecting plates, Jinan High-Tech Development Co.Ltd(600807) 3 connecting plates, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) 2 connecting plates, Hangzhou Alltest Biotech Co.Ltd(688606) , Medicalsystem Biotechnology Co.Ltd(300439) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , an Xu biology, Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) , Xi’An Global Printing Co.Ltd(002799) , Chimin Health Management Co.Ltd(603222) limit, Guangzhou Wondfo Biotech Co.Ltd(300482) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Hangzhou Biotest Biotech Co.Ltd(688767) , Shenzhen Lifotronic Technology Co.Ltd(688389) etc. rose by more than 11%. The price of Andon Health Co.Ltd(002432) rose by more than 1000% in 44 trading days, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Biotest Biotech Co.Ltd(688767) , Beijing Hotgen Biotech Co.Ltd(688068) , Asahi biology and so on doubled. 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.
Covid-19 concept of specific drugs was fully fermented, Jinghua Pharmaceutical Group Co.Ltd(002349) , Zhejiang Jianfeng Group Co.Ltd(600668) 2 connecting plates, Chempartner Pharmatech Co.Ltd(300149) , Frontier Biotechnologies Inc(688221) , Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) , Aba Chemicals Corporation(300261) , Hybio Pharmaceutical Co.Ltd(300199) , Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Zhejiang Dayang Biotech Group Co.Ltd(003017) , Zhejiang East-Asia Pharmaceutical Co.Ltd(605177) , Zhejiang Hisun Pharmaceutical Co.Ltd(600267) limit, and senxuan medicine Rose 29%. Today is the first trading tide, and there should be many repeated opportunities in the future.
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 arrived in South Korea on Thursday and is expected to arrive at 10000 courses by the end of this month. Paxlovid will be developed and distributed from Friday. In order of priority, the drug will first be used for patients over 65 years old or with weak immune system. 2) Pfizer 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.
daily limit analysis chart:
