today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a shock rebound pattern. The three major indexes opened higher and walked higher, and the rebound pattern was obvious. Among them, the Shenzhen Component Index and gem index rebounded by more than 1%.
From the industry sector growth ranking, covid-19 drugs, Huawei Euler, digital currency, Huawei shengteng, smart government, lidar, data security, state-owned cloud concept and other sectors led the increase, while in vitro diagnosis, aquaculture, energy metals, pharmaceutical commerce, hair therapy, medical devices and other sectors led the decline. By the end of the publication, the number of gainers has exceeded 3000 and the number of losers has exceeded 1400, which has a good profit-making effect. The net purchase of northbound funds exceeded 2 billion.
message interpretation
The State Food and Drug Administration held a symposium on promoting the comprehensive revitalization of Northeast China, implemented the implementation plan of the 14th five year plan for the comprehensive revitalization of Northeast China and several measures of the State Food and drug administration to support the comprehensive revitalization of Northeast China, and deployed to promote the comprehensive revitalization of Northeast China. The meeting stressed the need to support the inheritance, innovation and development of traditional Chinese medicine, build a genuine brand of northeast medicinal materials, and strengthen the quality and safety supervision of traditional Chinese medicine.
Since 2016, the state has paid more attention to traditional Chinese medicine. It has successively promulgated the outline of traditional Chinese medicine development strategy (2016-2030) and the law of the people’s Republic of China on traditional Chinese medicine. Since then, it has successively issued a number of relevant policies, and the top-level design has been gradually improved. In 2021, the state has important policies on drugs, medical units and medical insurance. In terms of drugs, such as several policies and measures to accelerate the development of characteristics of traditional Chinese medicine, support the innovation of traditional Chinese medicine varieties. From 2016 to 2020, only 2-3 traditional Chinese medicines were approved each year, and the number of approved drugs remained low for a long time. However, a total of 12 innovative traditional Chinese medicines were approved in 2021, reaching a new high.
Therefore, with the continuous support of policies, the traditional Chinese medicine industry has entered a high business cycle. At the same time, the epidemic catalysis is superimposed to further usher in development opportunities. Therefore, the industry segmentation opportunities are worth exploring.
should focus on strategies and directions
Judging from the rebound of the index today, the volume can be slightly enlarged. We still need to pay more attention to the market situation in the afternoon and whether the volume can continue. In the short term, we can pay attention to the pressure near 3550 of the Shanghai stock index and 3200 of the gem index.
Overall, the pre holiday market is expected to build a bottom, and we will continue to wait patiently for light positions in operation. In the short term, we can focus on grasping the switching rhythm of the market. In terms of operation, steady growth is still the main line of the current market. It is suggested to continue to pay attention to the large consumption themes expected to benefit from the “steady growth” policy, as well as the new and old infrastructure and other sectors that have recently increased their strength. In addition, the recent high boom track shows signs of stopping the decline with the industry leader’s performance exceeding the expected performance. The short-term rebound can continue to be paid attention to, and the operation rhythm should also be paid attention to.
