The trend of the index is divided today. The main board index fell nearly 1%, and the gem index rose more than 1%. On the plate, anti epidemic concept stocks stand out, and covid-19 detection, biomedicine, medical devices, masks and other concept stocks have staged a trading tide. On individual stocks, Andon Health Co.Ltd(002432) 44 rose more than 10 times.
plate
In early trading, covid-19 detection, traditional Chinese medicine, generic drugs, APIs and other medical sectors rose. In the afternoon, the covid-19 detection plate accelerated its rise, and the plate index once rose by more than 8%. The rising mood quickly spread to the concept of mask, Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) , Allmed Medical Products Co.Ltd(002950) , Tianjin Teda Co.Ltd(000652) and other stocks hit the daily limit, Intco Medical Technology Co.Ltd(300677) once hit 15%.
It is worth mentioning that the next epidemic prevention product with greatly increased demand after testing reagents is expected to be masks. On the news, recently, the US government will double the orders for rapid detection reagents provided to the public. At the same time, it also said that it will provide the most protective N95 mask to curb the tide of Omicron infection.
At the same time, the prefabricated vegetable sector continued to decline, and the individual stocks of the sector were also in a polarization situation. On one side, Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Jinling Hotel Corporation Ltd(601007) was promoted to three companies, while on the other side, Gaishi food, Fu Jian Anjoy Foods Co.Ltd(603345) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Guangzhou Restaurant Group Company Limited(603043) , Huatian Hotel Group Co.Ltd(000428) , Sanquan Food Co.Ltd(002216) fell by more than 5%.
In short, covid-19 detection, biomedicine, medical devices, masks and other concept stocks staged a trading tide one after another. With the overall strength of the anti epidemic plate, other hot spots active in the morning fell in the afternoon.
individual shares
Andon Health Co.Ltd(002432) it was announced before trading on January 14 that its U.S. subsidiary signed another major contract for daily operation, with an amount of 8.1 billion yuan. Stimulated by this, Andon Health Co.Ltd(002432) rose again in the morning. As of the closing, Andon Health Co.Ltd(002432) 44 day's increase has exceeded 10 times. Today's Andon Health Co.Ltd(002432) strong profit-making effect is mainly switched to covid-19 detection, traditional Chinese medicine, generic drugs, APIs, masks and other medical plates, and this strong emotion mainly stimulated high-level stocks such as Goody Science & Technology Co.Ltd(002694) , Beijing Cuiwei Tower Co.Ltd(603123) , Shanghai Kaikai Industry Company Limited(600272) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Hubei Radio & Television Information Network Co.Ltd(000665) yesterday.
At the same time, the high-end stocks Aba Chemicals Corporation(300261) on the gem continued to rise sharply in the morning. This rising trend without fear of special stop led to the crazy rise of pharmaceutical and medical stocks with a 20% rise and fall today. As of the close, Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) , Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , wise pharmaceutical, Hybio Pharmaceutical Co.Ltd(300199) , Beijing Hotgen Biotech Co.Ltd(688068) , anxiu biology, Hangzhou Alltest Biotech Co.Ltd(688606) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) rose 20% one after another, Guangzhou Wondfo Biotech Co.Ltd(300482) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Hangzhou Biotest Biotech Co.Ltd(688767) Shenzhen Lifotronic Technology Co.Ltd(688389) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Nanjing Vazyme Biotech Co.Ltd(688105) rose by more than 10% one after another. Among them, many stocks with better growth in the concept of anti epidemic are companies that can not only be used in China, but also be exported (with the permission of the European Union and the United States).
future analysis
In terms of index, as of the close, the Shanghai index fell 0.96%, the Shenzhen Composite Index rose 0.09% and the gem index rose 1.18%. The net inflow of northbound funds throughout the day was 282 million yuan, including 753 million from Shanghai Stock connect and 1.035 billion from Shenzhen Stock connect.
The trend of the index is divided. The main board index fell by nearly 1%, due to the weakness of heavyweight sectors such as banking, real estate and securities; The gem index rose by more than 1%, due to the rise of heavyweights such as Contemporary Amperex Technology Co.Limited(300750) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Eve Energy Co.Ltd(300014) and the outbreak of pharmaceutical stocks on the gem. It is worth mentioning that the weekend and next Monday are important window periods for interest rate reduction, but the benefiting banks, real estate and securities sectors weakened all day, which may indicate that the value funds do not even have the idea of good game interest rate reduction, or further reflect the weakness of the market. Haitong Securities Company Limited(600837) said that the recent market weak adjustment continues, and the short-term adjustment may be prolonged. From the current trend, the downward trend is still continuing, and the short-term market may continue to explore for technical support. In the current weak situation, it is recommended that investors control their positions, do a good job in short-term defense, and grasp the market structure, buy low and sell high.
In terms of sentiment, it rose 1528, an increase of 287 over the previous trading day; There were 74 trading limits (excluding ST shares and unopened new shares), an increase of 18 over the previous trading day; 29 fried boards, 3 less than the previous trading day; Gem / Kechuang board stocks rose by 16, an increase of 12 over the previous trading day; The limit fell by 6, flat with the increase in the previous trading day.
Today's sentiment was stronger than the index, or mainly because Andon Health Co.Ltd(002432) closed the trading limit again, its profit-making effect quickly spread to the pharmaceutical and medical stocks on the science and innovation board and the gem. At the same time, high-level stocks that dived late yesterday also showed a partial repair market, such as Shanghai Kaikai Industry Company Limited(600272) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) and other medium and high-level stocks have reversed the daily limit.
market highlights
1. The closing trend of China's commodity futures was divided, and the main jujube contracts rose by more than 5%
On January 14, the closing trend of China's commodity futures was divided. The main contract of red jujube rose by more than 5%, glass rose by more than 4%, methanol rose by more than 3%, ethylene glycol, soda ash, PTA, Shanghai nickel and PVC rose by more than 2%, and Shanghai aluminum, staple fiber, styrene, fuel oil and PP rose by more than 1%. Coke fell more than 3%, coking coal, iron ore and LPG fell more than 2%, and thermal coal, rapeseed meal and soybean meal fell more than 1%.
2. Supreme law: severely punish unfair competition such as forced "one out of two" and forced tying according to law
On January 14, the Supreme People's court held a press conference today to issue the guiding opinions on giving full play to the role of judicial functions to help the development of small, medium-sized and micro enterprises, which put forward 20 specific measures to actively create a market environment of fair competition and honest operation for the development of small, medium-sized and micro enterprises. The opinions put forward that we should strengthen the trial of anti-monopoly and anti unfair competition cases, and severely punish monopoly and unfair competition acts such as compulsory "one out of two", low-price dumping, compulsory tie-in, shielding and blockade, swiping orders and speculation letters according to law; It is legally recognized that operators abuse data, algorithms, technology, capital advantages and platform rules to eliminate and restrict competitive behaviors, prevent disorderly capital expansion and protect the survival and development space of small, medium-sized and micro enterprises.
