Recently, A-Shares have stabilized and rebounded significantly. This week, the Shanghai index rose by about 2%, and the Shenzhen Composite Index and the gem index rose by more than 2.5%, both rising for two consecutive weeks.
On May 20, the three major stock indexes rose across the board. As of the closing, the Shanghai index rose 1.6% and stood at 3100 points, the Shenzhen Composite Index rose nearly 2%, and the gem index rose about 1.7% and exceeded 2400 points. It is worth noting that northbound funds swept up goods on a large scale today, with a full day net purchase of more than 14 billion yuan, and the single day net purchase reached a new high since December 9, 2021.
In addition to a shares, global stock markets also showed signs of stabilizing today. The Hong Kong stock market also performed very strongly today, with the Hang Seng Index up nearly 3% and the Hang Seng technology index up nearly 5%. Among them, the pharmaceutical, technology and energy sectors performed well. In terms of individual stocks, Yaoming biology rose nearly 8%, China Merchants Bank Co.Ltd(600036) rose more than 7%, Xiaomi group, JD group, Alibaba and Netease all rose more than 5%, and Tencent holdings rose 3.5%.
Most Asia Pacific stock markets rose, and the Nikkei 225 index closed up 1.27% to 2673903; Korea composite index rose 1.8% to 263929;; Australia's S S & P 200 index rose 1.15% to 7145.6.
In addition, European stock markets that have just opened also rose collectively. As of press time, the DAX index of Germany, the FTSE 100 index of the UK and the CAC40 index of France all rose by more than 1%.
northbound funds bought more than 10 billion yuan in the whole day, a half year high
Today, the LPR quotation was released in May, and the "interest rate cut" was 15 basis points! Or affected by this, A-Shares and Hong Kong shares strengthened across the board. As of the closing of a shares, the Shanghai index rose 1.36%, the Shenzhen Composite Index rose 1.37%, the gem index rose 1.5%, and more than 3500 shares in the two cities were red.
It is worth noting that today's northward funds flowed into a shares. Market data show that northbound funds bought 14.236 billion yuan today, and the single day net purchase reached a six-month high.
In terms of specific sectors, consumer stocks such as wine making, food and beverage, household appliances and tourism collectively rose, while cyclical stocks such as coal, nonferrous metals, steel and oil all rose; E-cigarette, St sector, rare earth, vaccine concept, etc. performed brilliantly.
two leading yellow rice wine makers broke the 1800 yuan mark in Maotai
In terms of liquor stocks, the two major yellow rice wine leaders Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) , Shanghai Jinfeng Wine Company Limited(600616) strong daily limit; In addition, Beijing Shunxin Agriculture Co.Ltd(000860) also rose by the limit, Shede Spirits Co.Ltd(600702) rose by more than 7%, Luzhou Laojiao Co.Ltd(000568) rose by 6.5%, Wuliangye Yibin Co.Ltd(000858) rose by nearly 6%, and Kweichow Moutai Co.Ltd(600519) rose by 2.5%, breaking the 1800 yuan mark.
With the arrival of the Dragon Boat Festival, the consumption of yellow wine is expected to be boosted.
In terms of Baijiu stocks, according to the performance data released by Baijiu enterprises, a number of liquor enterprises achieved steady performance growth in 2021 and made a good start in 2022. Recently, affected by the epidemic situation, peripheral markets and other factors, the Baijiu sector has relatively large fluctuations. Dongguan Securities said that the second quarter was the off-season for the consumption of Baijiu. Liquor enterprises mainly controlled the goods and prices, and could seize the opportunity of consumption recovery brought by the inflection point of the epidemic.
several coal stocks rose by the limit
The coal sector showed a strong performance today, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Dayou energy limit, Shanxi Coking Coal Energy Group Co.Ltd(000983) up 9.58%, and Shanxi Coal International Energy Group Co.Ltd(600546) , Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) up more than 7%.
According to the data of the National Bureau of statistics in April, there is still a bottleneck in China's coal production. The import of coal may be reduced again in May, and China's coal supply is still tight Citic Securities Company Limited(600030) pointed out that although the demand was still weak in April, there was a high probability of improvement with the mitigation of the epidemic and the implementation of relevant policies. Looking forward to the whole year, the industry boom may continue to improve, and the performance expectations of subsequent listed companies may be revised up. At present, undervalued companies can be allocated on bargain hunting.
electronic cigarette concept disc burst
The concept of electronic cigarette broke out in intraday trading today, with Huabao Flavours & Fragrances Co.Ltd(300741) up nearly 17%, Electric Connector Technology Co.Ltd(300679) up nearly 13%, Zhuhai Rundu Pharmaceutical Co.Ltd(002923) , Gettopacoustic Co.Ltd(002655) , Xingmin Intelligent Transportation Systems (Group) Co.Ltd(002355) and other limits, Shenzhen Longtech Smart Control Co.Ltd(300916) up nearly 10%, and Anhui Genuine New Materials Co.Ltd(603429) up about 7%.
On the news side, recently, many places across the country have successively released the layout planning of e-cigarette retail outlets. Up to now, more than 20 provinces, municipalities, autonomous regions and municipalities directly under the central government have announced the number of e-cigarette retail licenses in their respective regions.
On May 19, Shenzhen Tobacco Monopoly Bureau issued the layout plan of e-cigarette retail outlets in Shenzhen. According to the formula, the layout guidance number of e-cigarette retail outlets in Shenzhen is 1172, which will take effect from May 20.
According to the plan, the District Tobacco Monopoly bureaus shall set the maximum number of e-cigarette retail outlets, and approve and issue the tobacco monopoly retail license according to the order of acceptance according to law. If the upper limit of the guidance number is reached, no additional retail outlets will be added, and it will be handled in accordance with the principle of "one back and one in" according to the sequence of applicants queuing.
The plan points out that "one store and one license" shall be implemented for e-cigarette retail. When chain enterprises apply for e-cigarette retail license, each branch shall apply to the local tobacco monopoly bureau respectively. Those who have been administratively punished for selling e-cigarettes to minors or selling e-cigarettes through information networks for less than three years shall not engage in e-cigarette retail business. Those who have been administratively punished for selling illegally produced e-cigarettes or not trading on the national unified e-cigarette trading management platform as required for less than three years shall not engage in e-cigarette retail business.
It is reported that 25 provinces, municipalities, autonomous regions and municipalities directly under the central government, including Shenzhen, have announced the number of e-cigarette retail licenses. At present, more than 40000 e-cigarette retail licenses have been planned in China.
Caitong Securities Co.Ltd(601108) pointed out that China's e-cigarette regulatory rules have been gradually implemented, industry policies are clear, and China's e-cigarette industry has officially entered a new era of standardized development with rules to follow. In the short term, the policy window period is conducive to the smooth transition of all links of the industry, and pay attention to the progress of license application and approval of all links of the industrial chain; In the long run, the clearing of unqualified products and production capacity will promote the concentration of market share, benefit the leading enterprises in production, brand and other links, and the leading enterprises have broad space for development at sea.
active vaccine concept Cansino Biologics Inc(688185) Hong Kong stocks rose more than 20% at one time
The concept of vaccine was active, with Changchun Bcht Biotechnology Co(688276) up more than 15%, Cansino Biologics Inc(688185) up more than 12%, Shandong Sinobioway Biomedicine Co.Ltd(002581) , Jiangsu Alcha Aluminium Group Co.Ltd(002160) up more than 8%, and Changchun High And New Technology Industries (Group) Inc(000661) up more than 7%.
It is worth noting that Cansino Biologics Inc(688185) A-Shares were once close to the daily limit, while Cansino Biologics Inc(688185) biology in Hong Kong stocks rose by more than 20% and closed up about 10%.
Cansino Biologics Inc(688185) share price rose sharply today, mainly due to a piece of news. The company announced yesterday that the World Health Organization (hereinafter referred to as "who") disclosed on its official website on May 19, 2022 that the company's recombinant novel coronavirus vaccine (adenovirus type 5 vector) kweisa (hereinafter referred to as "the product") was included in the "emergency use listing" (hereinafter referred to as "Eul").
According to the announcement, the product is constructed by genetic engineering method. With replication defective human type 5 adenovirus as the vector, it can express the S antigen of novel coronavirus. It is intended to prevent diseases caused by novel coronavirus infection. At the same time, it does not contain preservatives, adjuvants and ingredients of animal origin.
Cansino Biologics Inc(688185) said that after the product is included in who Eul, the company still needs to conduct commercial negotiations with the intended countries on the future sales of the product. If the subsequent overseas countries increase the purchase and use of the product, it will have a certain positive impact on the performance of the listed company.
In addition to Cansino Biologics Inc(688185) , another pharmaceutical stock of A-share has also attracted much attention today.
Due to the signing of the entrusted production agreement of Shanghai Junshi Biosciences Co.Ltd(688180) covid-19 oral medicine, Zhejiang Hisun Pharmaceutical Co.Ltd(600267) rose by the limit today. As of the closing, the stock was reported at 15.55 yuan, and 410000 orders were still sealed on the trading board. The stock rose nearly 6 per cent yesterday.
6 Shandong Longquan Pipeline Engineering Co.Ltd(002671) 9 announced that the company and Shanghai Wangshi Biomedical Technology Co., Ltd. (hereinafter referred to as "Wangshi biology") signed the strategic cooperation agreement and the entrusted production framework agreement. The two sides intend to establish strategic cooperation in the fields of product processing, production, international registration and market development of small molecule innovative drug vv116, and Wangshi biology entrusts Zhejiang Hisun Pharmaceutical Co.Ltd(600267) to produce vv116 products. This agreement is valid for 5 years.
The announcement disclosed that Shanghai juntuo Biomedical Technology Co., Ltd. and Suzhou Wangshan wangshui biomedical Co., Ltd. each hold 50% equity of Wangshi biology, and Shanghai juntuo consolidated Wangshi biology. Shanghai juntuo is a holding subsidiary of Shanghai Junshi Biosciences Co.Ltd(688180) and Shanghai Junshi Biosciences Co.Ltd(688180) holds 68.125% equity of Shanghai juntuo.
The company also indicated that vv116 is in the phase III clinical research stage of international multi center, and a number of registered clinical studies for patients with mild, moderate and severe novel coronavirus pneumonia (hereinafter referred to as "covid-19") are in progress. At present, vv116 has been approved in Uzbekistan for the treatment of moderate and severe covid-19 patients. The indication of vv116 for the treatment of novel coronavirus pneumonia has not been approved by the State Food and drug administration, and whether it is approved is uncertain.
weak real estate and construction Gansu Engineering Consulting Group Co.Ltd(000779) staged the trend of "heaven and earth"
Today, the performance of real estate and construction sectors is relatively weak. Previously, the Gansu Engineering Consulting Group Co.Ltd(000779) session of Sanlian board fluctuated violently and staged the trend of "heaven and earth", but it fell rapidly towards the end of the session, closing up 2.7%. Recently, the Shenzhen Cheng Chung Design Co.Ltd(002811) of Sanlian board also fell to the limit today.
Gansu Engineering Consulting Group Co.Ltd(000779) , Shenzhen Cheng Chung Design Co.Ltd(002811) have announced recently that the company has not found any unpublished material information that may or has had a great impact on the company's stock trading price reported by the public media recently; At present, the company's operation is normal, and the internal and external business environment has not changed significantly.
How to look at the future market? For the current market, Guosheng Securities said that the all a profit-making effect continued to pick up recently, the all a rise and fall center continued to be revised, the indicators of new high stocks and strong stocks rebounded, the new low stocks and weak stocks basically repaired near the historical center, the investor sentiment indicators continued to rise in the short term, and the oversold sentiment in the early stage was gradually corrected. In terms of transaction structure, the concentration and differentiation levels are in the normal range, and the main transaction lines rotate rapidly. Recently, the proportion of transactions of lithium battery, security and Baijiu has fallen again, and the proportion of transactions of Medicine (API and medicine circulation) and Architecture (garden engineering and housing construction) has risen to the top.
Citic Securities Company Limited(600030) recently pointed out that the obvious improvement in the situation of epidemic prevention and control has strengthened investors' confidence that Omicron can be effectively controlled. It is expected that April will be the low point of the whole year's economy, and the subsequent fundamentals are expected to enter the channel of continuous repair. Under the heavy pressure of overseas inflation, improving the trade environment may become the focus of the work of some governments in stages. At the same time, the systematic decline of investors' positions in April also means the obvious release of selling pressure, Investor confidence gradually recovered. In addition, the recent cross-border capital flow has been stable, and the RMB exchange rate will also be stable after the export recovery. The speculative funds of China's game logic of overseas interest rate increase were fully sold in April, lacking marginal pricing power to the market in the short term. Under the improvement of multiple factors, the response of A-Shares to negative factors tends to be passivated, and has entered a slow repair market expected to last for several months.
Canadian government banned Huawei and ZTE products
Ministry of Foreign Affairs: take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises
According to the news client of China Central Television, on May 19, the Canadian government, citing the so-called national security, announced that the Canadian telecommunications system was prohibited from using the products and services of Huawei and ZTE. In this regard, at the regular press conference of the Chinese Ministry of Foreign Affairs held today (20th), spokesman Wang Wenbin said that China firmly opposes it and will take all necessary means to safeguard the legitimate rights and interests of Chinese enterprises.
Wang Wenbin said that in the absence of any conclusive evidence, Canada excluded relevant Chinese enterprises from the Canadian market under the pretext of "unnecessary" security risks, which completely violated the principles of market economy and free trade rules and seriously damaged the legitimate rights and interests of Chinese enterprises. China firmly opposes this and will conduct a comprehensive and serious assessment. We will take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises.
