Guangdong Province incorporated growth hormone into centralized mining, Changchun High And New Technology Industries (Group) Inc(000661) dived to the limit, Anhui Anke Biotechnology (Group)Co.Ltd(300009) fell by more than 7%.
In early trading, the three major A-share indexes fell collectively, and the gem index fell nearly 2%. On the disk, games, cement building materials, engineering consulting services, state-owned assets cloud, NFT concept, covid-19 drugs, underground pipe network and other sectors led the increase; Energy metals, lithium extraction from salt lakes, batteries, diamond cultivation and syringe concept performed poorly, ranking at the top of the decline list.
Growth stocks performed significantly weaker than value stocks, and track stocks, including lithium, performed poorly. It is worth noting that the leading Changchun High And New Technology Industries (Group) Inc(000661) in the pharmaceutical sector plunged to the limit in the morning.
growth hormone is included in centralized purchase, Changchun High And New Technology Industries (Group) Inc(000661) limit
The Changchun High And New Technology Industries (Group) Inc(000661) known as the "northeast medicine Mao" plunged straight to the limit in the morning. The decline was less than 1% at about 10:37. The limit was closed in less than half an hour. In the morning, there were more than 20000 orders, and the market value fell below the 100 billion yuan mark. As of the third quarterly report of last year, the company had a total of more than 150000 shareholders. According to rough calculation, the market value of the company evaporated more than 10 billion yuan and the average household loss was about 70000 yuan.
In addition to Changchun High And New Technology Industries (Group) Inc(000661) , today Anhui Anke Biotechnology (Group)Co.Ltd(300009) also plunged sharply, closing down more than 7% at noon.
On January 19, Guangdong Pharmaceutical Trading Center issued the notice of Guangdong alliance diclofenac and other drugs centralized volume procurement document . According to the requirements of the guiding opinions of Guangdong Medical Security Bureau on the procurement of drugs and medical consumables (Guangdong medical insurance regulation [2020] No. 2), Guangdong Pharmaceutical trading center combined with the actual work, The document on centralized procurement of diclofenac and other drugs of Guangdong alliance has been formulated and is hereby published.
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.
As early as may last year, the market heard the news of intensive purchase of growth hormone, Changchun High And New Technology Industries (Group) Inc(000661) share price fell sharply from the historical high of more than 550 yuan, and the news fell by the limit on May 24. In July last year, Guangdong Province announced the list of centralized drugs, growth hormone did not enter, and Changchun High And New Technology Industries (Group) Inc(000661) share price rebounded slightly. Since the news of centralized purchase came out in May last year, Changchun High And New Technology Industries (Group) Inc(000661) 's share price has halved, and its market value has fallen from more than 200 billion to less than 100 billion. How to interpret the stock price after the implementation of this centralized mining is worthy of attention.
lithium battery sector fell sharply
Recently, the lithium battery sector is full of twists and turns. Once the performance of the sector leader does not exceed expectations, it will be killed. Yesterday, lithium battery Bull Stock Yongxing Special Materials Technology Co.Ltd(002756) released the forecast of last year's annual report. It is estimated that the net profit in 2021 will be 872-924 million yuan, a year-on-year increase of 238% - 258%. This is at least a forecast in line with the performance expectations of the institution (the institution unanimously expected a net profit of 871 million yuan last year), but the market did not buy it. In the morning, the stock opened low and went low, and closed at the limit in the morning.
Led by Yongxing Special Materials Technology Co.Ltd(002756) , the lithium battery sector fell in the morning. As of the close, the lithium battery index fell more than 3%. In terms of individual stocks, including Yongxing Special Materials Technology Co.Ltd(002756) , Eve Energy Co.Ltd(300014) , Tibet Urban Development And Investment Co.Ltd(600773) , Hunan Zhongke Electric Co.Ltd(300035) and more than 20 other stocks fell by more than 5%.
Analysts said that for the super rising sector, the share price may be adjusted as long as the performance does not exceed expectations. In fact, according to the recent performance forecast of lithium battery sector, the performance of some companies is not as good as expected, and the share price is adjusted greatly, such as Guangzhou Tinci Materials Technology Co.Ltd(002709) . Some companies have better performance and stronger stock price rebound, such as Yunnan Energy New Material Co.Ltd(002812) , Zhejiang Huayou Cobalt Co.Ltd(603799) . To some extent, the collective rise of lithium battery sector may have come to an end. In the future, corporate governance and operating capacity will make excellent companies more prominent and more likely to obtain excess returns.
Microsoft shot, meta universe burst
On January 18, Beijing time, Microsoft announced that it would acquire Activision Blizzard at a price of $95 per share, with a total value of $68.7 billion in all cash transactions. after the acquisition, Microsoft will become the third highest revenue game company in the world. Boosted by the good news, Activision Blizzard closed up 25.88% and closed at $82.31.
Activision Blizzard is an American game developer, publisher and distributor. It was renamed after Activision, an American video game publisher, merged Vivendi games in 2008. Activision Blizzard is the world's largest game developer and publisher. Its games such as Warcraft and watch pioneer can be called the youth memories of countless people.
It is worth mentioning that Microsoft claims that this acquisition will provide it with "the cornerstone of the metauniverse". The concept of meta universe dominated by cloud games in the A-share market rose sharply in early trading. As of the morning's closing, e-sports, cloud games, online games and other related sectors all rose by more than 2%, and Rastar Group(300043) , Sichuan Xun You Network Technology Co.Ltd(300467) and other stocks rose by 20cm.
policy support, EDA concept stocks released
Recently, the digital economy sector has seen frequent positive results and positive momentum. In addition to the positive results at the central level, all localities are also giving strong support. Recently, Shanghai issued several policies to promote the high-quality development of Shanghai's integrated circuit industry and software industry in the new era, and implemented the special action of EDA ecological construction.
EDA, known as the mother of chips, is the Pearl on the crown of the chip industry and the most upstream and high-end industry of IC design. Orient Securities Company Limited(600958) believes that EDA tools are expected to support the integrated circuit industry in more links in the future, and EDA companies with complete and strong product matrix and following the industrial development trend are expected to obtain greater opportunities. It is suggested to pay attention to GuLun electronics, as well as Huada Jiutian (in the IPO process), guangliwei (in the IPO process), core vision, core Huazhang, core and semiconductor, Guowei Sier core, etc.
There are currently 11 EDA concept stocks in the A-share market. Among them, GuLun electronics is an EDA enterprise with international market competitiveness. It has leading EDA key core technology, is committed to improving the overall technical level and market value of the integrated circuit industry, and provides professional and efficient EDA process and tool support.
Unigroup Guoxin Microelectronics Co.Ltd(002049) shares 36.5% of Ziguang Tongchuang, which is mainly engaged in the design and development of commercial FPGA (field programmable gate array) products and related EDA tools.
Shanghai Shentong Metro Co.Ltd(600834) indirectly participates in Huada Jiutian, which is the largest EDA leading enterprise with the strongest technical strength in China.
There was a change in the concept of EDA in early trading today, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Shanghai Shentong Metro Co.Ltd(600834) and other stocks once rose by more than 7%. From the perspective of the market value of the latest circulating a shares, Kelun electronics is the lowest with less than 1.3 billion yuan. In addition, the circulating market value of individual stocks such as Canny Elevator Co.Ltd(002367) , Kyland Technology Co.Ltd(300353) , Shanghai Shentong Metro Co.Ltd(600834) is less than 5 billion yuan.
