Last night, some people said that they would limit the trading of thousands of shares today, but what they didn't expect was a sharp decline across the board!
As of the closing on January 19, the A-share market was significantly weaker than expected. On Wednesday, some statements of the central bank can be said to have given a very positive signal to the market. However, due to the strong peripheral market and some things unfavorable to the market in the mainland market, many stocks plunged, which affected the market to be emotional, and the positive Hong Kong stocks in the morning were also biased.
In early trading today, affected by the centralized purchase plan released by Guangdong Pharmaceutical exchange, Changchun High And New Technology Industries (Group) Inc(000661) suddenly collapsed and fell by the limit. The market believes that this centralized purchase may have a great impact on the company's performance. However, there were institutional comments afterwards, which did not recognize the interpretation of the market. On the other hand, Ningbo Hengshuai Co.Ltd(300969) fell by 20% due to the dark scenes of the fund. Previously, it was reported that the fund colluded with private placement and took private placement chips to manipulate the stock. This dark scene may also be the main reason why A-Shares still fell despite heavy positive stimulation.
100 billion giant collapse
This morning, Changchun High And New Technology Industries (Group) Inc(000661) suddenly collapsed and fell to the limit, and Anhui Anke Biotechnology (Group)Co.Ltd(300009) on the same track fell nearly 9%.
The main reason for the drop in the limit is that the Guangdong Pharmaceutical Exchange released the centralized purchase plan today. According to the document on centralized procurement of diclofenac and other drugs of Guangdong alliance published on the website of Guangdong provincial drug trading center on January 19, a variety of recombinant human growth hormone are in the centralized procurement catalogue, including the recombinant human growth hormone injection solution of Changchun kinsai Pharmaceutical Co., Ltd., a holding subsidiary of Changchun High And New Technology Industries (Group) Inc(000661) (gyzz s20050025). Among the 276 drug purchase lists, Changchun High And New Technology Industries (Group) Inc(000661) subsidiary kinsay pharmaceutical and Anhui Anke Biotechnology (Group)Co.Ltd(300009) recombinant human growth hormone were included in the centralized purchase.
some institutions believe that there may be a deviation in the interpretation of the market:
1. Water injection type: whether it is Changchun High And New Technology Industries (Group) Inc(000661) or Anhui Anke Biotechnology (Group)Co.Ltd(300009) , the bidding of water injection can be basically abandoned because the ceiling price of water injection is too low;
2. Powder injection dosage form: as the water powder is the same group, Changchun High And New Technology Industries (Group) Inc(000661) can maintain the market share by reducing the price of powder injection. According to the requirements, reduce the price by 10% ~ 19%, that is, 25% ~ 70% of the original purchase quantity can be obtained.
3. According to the preliminary judgment, Changchun High And New Technology Industries (Group) Inc(000661) the best strategy is to give up the water needle and make it an out of hospital market in the future; The price of powder injection is reduced by about 19% in exchange for its original share of 70%, so as to ensure that the first injection can be given in the hospital.
black screen brushing
there is another stock crash today, which may be one of the main reasons for the market decline. This stock is Xinneng car little dark horse Ningbo Hengshuai Co.Ltd(300969) . After continuous resistance, the stock finally closed the limit. The biggest increase of the stock this year is nearly four times.
The reason why this stock has such a huge decline is that last night, a dialogue about "public offering groups to buy the shares of listed companies Ningbo Hengshuai Co.Ltd(300969) for private placement" came out on the Internet. In this morning's session, this conversation ferments rapidly.
From this dialogue, it mainly refers to the emergence of MLM mode in the capital market: the seller (securities firm) buys private placement products, the private placement buys (stocks) first, then prepares experts, communicates well with the company's board secretary, IR and even the chairman, writes reports, finds experts who have prepared in advance, holds a teleconference, and builds positions for public offering. And draw the conclusion that "the traditional main business provides a safety cushion and also engages in new energy business to improve the valuation", and the share price can rise several times at a time. The dialogue also mentioned that the core circle of the above operations is Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) in Shanghai, and gave an example of Ningbo Hengshuai Co.Ltd(300969) . But today Ningbo Hengshuai Co.Ltd(300969) said it did not know about it.
Why does this matter have a great impact on the capital market? Because this is not a particularly new model, it should be said that there are not no people playing this model, and it should be said that it can also affect the market to a certain extent, but no one has pierced it before. Now, some people begin to talk about this model. In addition, before that, Zhongtai Securities Co.Ltd(600918) former chief Chen Long was caught in an accident. After that, many similar rumors spread in the market, panic began to spread, and many funds will flee in advance. Therefore, even if the central bank releases such a big positive signal, it still can not stop the decline of the market.
For the market, the most basic thing is still the economic expectation, and the most important thing behind the economy is the expectation of currency.
The Central Bank of China decided on Monday to cut the medium-term lending facility (MLF) by 10 basis points (the first reduction in policy interest rate since April 2020) and cut the seven-day reverse repo rate. Liu Guoqiang, vice governor of the people's Bank of China, reiterated this view on Tuesday, saying that the central bank would "open the monetary policy toolbox wider to avoid credit collapse". Tomorrow, that is, January 20, the market may usher in a very critical moment: the LPR interest rate of several terms will be lowered.
Citic Securities Company Limited(600030) the chief economist predicts that the yield of 10-year Treasury bonds will decline to 2.6% in the medium term. Standard Chartered Bank, BNP Paribas, Nomura holdings and Netherlands international group all expect that the policy interest rate will decline further at the end of the second quarter. If these expectations are fulfilled, the market is expected to usher in a relatively positive market.
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